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Beacon Harbor Wealth Advisors’s UnitedHealth UNH Stock Holding History

Beacon Harbor Wealth Advisors’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 		– Sell
-27,323
Closed -$7.39M – 86
2026
Q1 		$7.39M Buy
27,323
+16,139
+144% +$4.81M 1.55% 36
2025
Q4 		$3.69M Buy
+11,184
New +$3.79M 0.82% 45

Other funds holding UNH

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Beacon Harbor Wealth Advisors's UNH Position: Q2 2026 in Review

Beacon Harbor Wealth Advisors sold out of UnitedHealth (UNH) in Q2 2026, closing a stake of 27,323 shares — an estimated $7.39M sold.

Beacon Harbor Wealth Advisors first reported a position in UNH in Q4 2025 and held it in 2 quarters. The position peaked at $7.39M in Q1 2026. 3,394 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • Beacon Harbor Wealth Advisors reported no remaining UnitedHealth position as of Q2 2026 after selling out during the quarter.
  • Beacon Harbor Wealth Advisors sold 27,323 UnitedHealth shares in Q2 2026, an estimated $7.39M.
  • Beacon Harbor Wealth Advisors first reported a position in UnitedHealth in Q4 2025 and held it in 2 quarters.
  • Beacon Harbor Wealth Advisors's UnitedHealth position peaked at $7.39M in Q1 2026.
  • 3,394 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Beacon Harbor Wealth Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.