Beaton Management Company’s UnitedHealth UNH Stock Holding History

Beaton Management Company’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 Q1	–	Sell	-700	Closed	-$231K	–	150
2025 Q4	$231K	Sell	700 -204	-23%	-$69.1K	0.1%	139
2025 Q3	$312K	Sell	904 -27	-3%	-$8.17K	0.14%	112
2025 Q2	$290K	Buy	931 +100	+12%	+$38.2K	0.14%	112
2025 Q1	$435K	Hold	831	–	–	0.23%	94
2024 Q4	$420K	Hold	831	–	–	0.21%	98
2024 Q3	$486K	Hold	831	–	–	0.25%	92
2024 Q2	$423K	Buy	831 +25	+3%	+$12.3K	0.23%	96
2024 Q1	$399K	Buy	806 +2	+0.2%	+$1.02K	0.22%	101
2023 Q4	$423K	Hold	804	–	–	0.25%	92
2023 Q3	$405K	Buy	804 +4	+0.5%	+$1.97K	0.26%	86
2023 Q2	$385K	Buy	800 +8	+1%	+$3.91K	0.24%	90
2023 Q1	$374K	Hold	792	–	–	0.25%	90
2022 Q4	$420K	Hold	792	–	–	0.28%	85
2022 Q3	$400K	Hold	792	–	–	0.3%	83
2022 Q2	$407K	Hold	792	–	–	0.29%	86
2022 Q1	$404K	Buy	792 +192	+32%	+$92.6K	0.25%	90
2021 Q4	$301K	Hold	600	–	–	0.18%	113
2021 Q3	$234K	Hold	600	–	–	0.15%	128
2021 Q2	$240K	Hold	600	–	–	0.15%	128
2021 Q1	$223K	Hold	600	–	–	0.15%	126
2020 Q4	$210K	Buy	+600	New	+$201K	0.16%	125

Other funds holding UNH

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Beaton Management Company's UNH Position: Q1 2026 in Review

Beaton Management Company sold out of UnitedHealth (UNH) in Q1 2026, closing a stake of 700 shares — an estimated $231K sold.

Beaton Management Company first reported a position in UNH in Q4 2020 and held it in 21 quarters. The position peaked at $486K in Q3 2024. 3,021 funds tracked by Wall St. Rank hold UNH as of Q1 2026.

Beaton Management Company reported no remaining UnitedHealth position as of Q1 2026 after selling out during the quarter.
Beaton Management Company sold 700 UnitedHealth shares in Q1 2026, an estimated $231K.
Beaton Management Company first reported a position in UnitedHealth in Q4 2020 and held it in 21 quarters.
Beaton Management Company's UnitedHealth position peaked at $486K in Q3 2024.
3,021 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.

Based on Beaton Management Company's 13F filing for Q1 2026, filed 12 May 2026.