Beacon Investment Advisory Services’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $724K | Sell |
1,741
-215
| -11% | -$79.7K | 0.03% | 156 |
|
|
2026
Q1 | $529K | Sell |
1,956
-214
| -10% | -$63.7K | 0.02% | 177 |
|
|
2025
Q4 | $716K | Buy |
2,170
+232
| +12% | +$78.6K | 0.03% | 149 |
|
|
2025
Q3 | $669K | Sell |
1,938
-18,239
| -90% | -$5.52M | 0.03% | 158 |
|
|
2025
Q2 | $6.29M | Sell |
20,177
-1,167
| -5% | -$446K | 0.28% | 77 |
|
|
2025
Q1 | $11.2M | Sell |
21,344
-496
| -2% | -$254K | 0.52% | 57 |
|
|
2024
Q4 | $11M | Buy |
21,840
+86
| +0.4% | +$48.9K | 0.48% | 60 |
|
|
2024
Q3 | $12.7M | Sell |
21,754
-264
| -1% | -$149K | 0.53% | 59 |
|
|
2024
Q2 | $11.2M | Sell |
22,018
-9,466
| -30% | -$4.64M | 0.48% | 58 |
|
|
2024
Q1 | $15.6M | Sell |
31,484
-646
| -2% | -$328K | 0.67% | 47 |
|
|
2023
Q4 | $16.9M | Sell |
32,130
-2,696
| -8% | -$1.44M | 0.77% | 42 |
|
|
2023
Q3 | $17.6M | Buy |
34,826
+358
| +1% | +$176K | 0.86% | 40 |
|
|
2023
Q2 | $16.6M | Sell |
34,468
-11,360
| -25% | -$5.55M | 0.76% | 41 |
|
|
2023
Q1 | $21.7M | Sell |
45,828
-415
| -0.9% | -$200K | 1.05% | 30 |
|
|
2022
Q4 | $24.5M | Sell |
46,243
-557
| -1% | -$295K | 1.26% | 23 |
|
|
2022
Q3 | $23.6M | Sell |
46,800
-158
| -0.3% | -$83.1K | 1.3% | 20 |
|
|
2022
Q2 | $24.1M | Buy |
46,958
+8,106
| +21% | +$4.07M | 1.26% | 23 |
|
|
2022
Q1 | $19.8M | Buy |
38,852
+122
| +0.3% | +$58.8K | 0.85% | 34 |
|
|
2021
Q4 | $19.4M | Buy |
38,730
+748
| +2% | +$339K | 0.76% | 39 |
|
|
2021
Q3 | $14.8M | Buy |
37,982
+715
| +2% | +$296K | 0.61% | 49 |
|
|
2021
Q2 | $14.9M | Buy |
37,267
+563
| +2% | +$224K | 0.6% | 53 |
|
|
2021
Q1 | $13.7M | Buy |
36,704
+727
| +2% | +$252K | 0.6% | 50 |
|
|
2020
Q4 | $12.6M | Buy |
35,977
+519
| +1% | +$174K | 0.58% | 52 |
|
|
2020
Q3 | $11.1M | Sell |
35,458
-197
| -0.6% | -$60.5K | 0.57% | 51 |
|
|
2020
Q2 | $10.5M | Sell |
35,655
-211
| -0.6% | -$60.5K | 0.6% | 53 |
|
|
2020
Q1 | $8.94M | Sell |
35,866
-184
| -0.5% | -$50.6K | 0.63% | 51 |
|
|
2019
Q4 | $10.6M | Sell |
36,050
-12,386
| -26% | -$3.24M | 0.57% | 55 |
|
|
2019
Q3 | $10.5M | Buy |
48,436
+2,831
| +6% | +$683K | 1.05% | 28 |
|
|
2019
Q2 | $11.1M | Buy |
45,605
+184
| +0.4% | +$44.3K | 1.18% | 23 |
|
|
2019
Q1 | $11.2M | Buy |
45,421
+1,128
| +3% | +$288K | 1.19% | 22 |
|
|
2018
Q4 | $11M | Buy |
44,293
+239
| +0.5% | +$63.1K | 1.22% | 21 |
|
|
2018
Q3 | $11.7M | Sell |
44,054
-1,227
| -3% | -$319K | 1.14% | 22 |
|
|
2018
Q2 | $11.1M | Sell |
45,281
-74
| -0.2% | -$17.8K | 1.12% | 24 |
|
|
2018
Q1 | $9.71M | Sell |
45,355
-425
| -0.9% | -$97.1K | 1% | 26 |
|
|
2017
Q4 | $10.1M | Sell |
45,780
-3,004
| -6% | -$637K | 1.07% | 22 |
|
|
2017
Q3 | $9.55M | Buy |
48,784
+47,615
| +4,073% | +$9.2M | 0.82% | 26 |
|
|
2017
Q2 | $217K | Buy |
+1,169
| New | +$205K | 0.04% | 103 |
|
Other funds holding UNH
LMFP
PAM
DC
Beacon Investment Advisory Services's UNH Position: Q2 2026 in Review
Beacon Investment Advisory Services reduced its UnitedHealth (UNH) stake by 11% in Q2 2026, selling an estimated $79.7K and leaving 1,741 shares worth $724K. The position accounts for 0.03% of the portfolio, ranked #156.
Beacon Investment Advisory Services first reported a position in UNH in Q2 2017 and has held it in 37 quarters since. The position peaked at $24.5M in Q4 2022. 1,059 funds tracked by Wall St. Rank hold UNH as of Q2 2026.
- Beacon Investment Advisory Services held 1,741 shares of UnitedHealth worth $724K as of Q2 2026.
- Beacon Investment Advisory Services sold 215 UnitedHealth shares in Q2 2026, an estimated $79.7K.
- UnitedHealth made up 0.03% of Beacon Investment Advisory Services's portfolio in Q2 2026, its #156 holding.
- Beacon Investment Advisory Services first reported a position in UnitedHealth in Q2 2017 and has held it in 37 quarters since.
- Beacon Investment Advisory Services's UnitedHealth position peaked at $24.5M in Q4 2022.
- 1,059 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.
Based on Beacon Investment Advisory Services's 13F filing for Q2 2026, filed 8 Jul 2026.