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Beacon Financial Strategies’s UnitedHealth UNH Stock Holding History

Beacon Financial Strategies’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 		$33.3K Hold
80
– – 0.02% 124
2026
Q1 		$21.6K Hold
80
– – 0.01% 110
2025
Q4 		$26.4K Buy
+80
New +$27.1K 0.01% 106

Other funds holding UNH

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 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
Citigroup
Citigroup New York $303B AUM 53.02% 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
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

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

Beacon Financial Strategies held its UnitedHealth (UNH) position steady in Q2 2026 at 80 shares worth $33.3K. The position accounts for 0.02% of the portfolio, ranked #124.

Beacon Financial Strategies first reported a position in UNH in Q4 2025 and has held it in 3 quarters since. 1,652 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • Beacon Financial Strategies held 80 shares of UnitedHealth worth $33.3K as of Q2 2026.
  • Beacon Financial Strategies left its UnitedHealth share count unchanged in Q2 2026.
  • UnitedHealth made up 0.02% of Beacon Financial Strategies's portfolio in Q2 2026, its #124 holding.
  • Beacon Financial Strategies first reported a position in UnitedHealth in Q4 2025 and has held it in 3 quarters since.
  • 1,652 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Beacon Financial Strategies's 13F filing for Q2 2026, filed 8 Jul 2026.