BFG
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Beacon Financial Group’s UnitedHealth UNH Stock Holding History

Beacon Financial Group’s Portfolio UNH Stock Details UNH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.1M Buy
2,644
+137
+5% +$50.8K 0.1% 171
2026
Q1 		$678K Sell
2,507
-60
-2% -$17.9K 0.07% 201
2025
Q4 		$847K Sell
2,567
-46
-2% -$15.6K 0.08% 180
2025
Q3 		$902K Sell
2,613
-33
-1% -$9.98K 0.09% 178
2025
Q2 		$826K Buy
2,646
+55
+2% +$21K 0.09% 183
2025
Q1 		$1.36M Sell
2,591
-265
-9% -$135K 0.15% 135
2024
Q4 		$1.44M Sell
2,856
-158
-5% -$89.8K 0.16% 140
2024
Q3 		$1.76M Buy
3,014
+81
+3% +$45.8K 0.19% 124
2024
Q2 		$1.49M Sell
2,933
-13
-0.4% -$6.37K 0.17% 129
2024
Q1 		$1.46M Sell
2,946
-132
-4% -$67.1K 0.17% 131
2023
Q4 		$1.62M Buy
3,078
+404
+15% +$215K 0.2% 118
2023
Q3 		$1.27M Sell
2,674
-49
-2% -$24.1K 0.18% 120
2023
Q2 		$1.3M Sell
2,723
-208
-7% -$102K 0.18% 119
2023
Q1 		$1.51M Sell
2,931
-708
-19% -$342K 0.21% 110
2022
Q4 		$1.93M Sell
3,639
-231
-6% -$122K 0.26% 97
2022
Q3 		$1.97M Buy
3,870
+26
+0.7% +$13.7K 0.31% 84
2022
Q2 		$1.9M Sell
3,844
-17
-0.4% -$8.54K 0.28% 92
2022
Q1 		$2M Buy
3,861
+34
+0.9% +$16.4K 0.27% 92
2021
Q4 		$1.92M Sell
3,827
-814
-18% -$368K 0.25% 92
2021
Q3 		$1.86M Buy
4,641
+116
+3% +$48K 0.25% 89
2021
Q2 		$1.87M Sell
4,525
-70
-2% -$27.9K 0.26% 90
2021
Q1 		$1.63M Hold
4,595
– – 0.26% 98
2020
Q4 		$1.63M Sell
4,595
-67
-1% -$22.5K 0.26% 98
2020
Q3 		$1.46M Hold
4,662
– – 0.26% 93
2020
Q2 		$1.35M Buy
4,662
+1,407
+43% +$403K 0.26% 98
2020
Q1 		$818K Sell
3,255
-41
-1% -$11.3K 0.18% 114
2019
Q4 		$969K Buy
3,296
+474
+17% +$124K 0.12% 118
2019
Q3 		$607K Sell
2,822
-60
-2% -$14.5K 0.1% 135
2019
Q2 		$703K Buy
+2,882
New +$693K 0.12% 128

Other funds holding UNH

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
PAM
PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Beacon Financial Group's UNH Position: Q2 2026 in Review

Beacon Financial Group increased its UnitedHealth (UNH) stake by 5.5% in Q2 2026, buying an estimated $50.8K and bringing the position to 2,644 shares worth $1.1M. The position accounts for 0.1% of the portfolio, ranked #171.

Beacon Financial Group first reported a position in UNH in Q2 2019 and has held it in 29 quarters since. The position peaked at $2M in Q1 2022. 1,542 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • Beacon Financial Group held 2,644 shares of UnitedHealth worth $1.1M as of Q2 2026.
  • Beacon Financial Group bought 137 UnitedHealth shares in Q2 2026, an estimated $50.8K.
  • UnitedHealth made up 0.1% of Beacon Financial Group's portfolio in Q2 2026, its #171 holding.
  • Beacon Financial Group first reported a position in UnitedHealth in Q2 2019 and has held it in 29 quarters since.
  • Beacon Financial Group's UnitedHealth position peaked at $2M in Q1 2022.
  • 1,542 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Beacon Financial Group's 13F filing for Q2 2026, filed 16 Jul 2026.