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Beaird Harris Wealth Management’s UnitedHealth UNH Stock Holding History

Beaird Harris Wealth Management’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 		$84.6K Buy
204
+68
+50% +$25.2K 0.01% 222
2026
Q1 		$36.9K Sell
136
-5
-4% -$1.49K ﹤0.01% 270
2025
Q4 		$46.6K Sell
141
-28
-17% -$9.49K ﹤0.01% 256
2025
Q3 		$58.5K Sell
169
-6
-3% -$1.81K ﹤0.01% 232
2025
Q2 		$54.6K Hold
175
– – ﹤0.01% 240
2025
Q1 		$91.7K Hold
175
– – 0.01% 174
2024
Q4 		$88.5K Sell
175
-112
-39% -$63.6K 0.01% 184
2024
Q3 		$168K Buy
287
+159
+124% +$89.9K 0.01% 141
2024
Q2 		$65.1K Sell
128
-4
-3% -$1.96K 0.01% 196
2024
Q1 		$65.3K Sell
132
-33
-20% -$16.8K 0.01% 183
2023
Q4 		$86.9K Buy
165
+65
+65% +$34.7K 0.01% 153
2023
Q3 		$50.4K Hold
100
– – 0.01% 172
2023
Q2 		$48.1K Hold
100
– – 0.01% 171
2023
Q1 		$47.3K Sell
100
-176
-64% -$84.9K 0.01% 172
2022
Q4 		$146K Buy
276
+176
+176% +$93.2K 0.03% 109
2022
Q3 		$51K Hold
100
– – 0.01% 161
2022
Q2 		$51K Sell
100
-27
-21% -$13.6K 0.01% 136
2022
Q1 		$65K Sell
127
-23
-15% -$11.1K 0.02% 167
2021
Q4 		$75K Buy
+150
New +$67.9K 0.03% 192

Other funds holding UNH

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
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
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 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
VAM
Veritas Asset Management London, United Kingdom $5.56B AUM 3.46% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

Beaird Harris Wealth Management's UNH Position: Q2 2026 in Review

Beaird Harris Wealth Management increased its UnitedHealth (UNH) stake by 50% in Q2 2026, buying an estimated $25.2K and bringing the position to 204 shares worth $84.6K. The position accounts for 0.01% of the portfolio, ranked #222.

Beaird Harris Wealth Management first reported a position in UNH in Q4 2021 and has held it in 19 quarters since. The position peaked at $168K in Q3 2024. 1,733 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • Beaird Harris Wealth Management held 204 shares of UnitedHealth worth $84.6K as of Q2 2026.
  • Beaird Harris Wealth Management bought 68 UnitedHealth shares in Q2 2026, an estimated $25.2K.
  • UnitedHealth made up 0.01% of Beaird Harris Wealth Management's portfolio in Q2 2026, its #222 holding.
  • Beaird Harris Wealth Management first reported a position in UnitedHealth in Q4 2021 and has held it in 19 quarters since.
  • Beaird Harris Wealth Management's UnitedHealth position peaked at $168K in Q3 2024.
  • 1,733 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Beaird Harris Wealth Management's 13F filing for Q2 2026, filed 8 Jul 2026.