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 Q2	$291K	Buy	+700	New	+$259K	0.12%	133
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 $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Beaton Management Company's UNH Position: Q2 2026 in Review

Beaton Management Company opened a new position in UnitedHealth (UNH) in Q2 2026: 700 shares worth $291K. The stake represents 0.12% of the portfolio and ranks #133 among its holdings. This is a return to the name: Beaton Management Company previously reported a position in UNH as recently as Q4 2025.

Beaton Management Company first reported a position in UNH in Q4 2020 and has held it in 22 quarters since. The position peaked at $486K in Q3 2024. 3,378 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

Beaton Management Company held 700 shares of UnitedHealth worth $291K as of Q2 2026.
UnitedHealth was a new Beaton Management Company position in Q2 2026.
UnitedHealth made up 0.12% of Beaton Management Company's portfolio in Q2 2026, its #133 holding.
Beaton Management Company first reported a position in UnitedHealth in Q4 2020 and has held it in 22 quarters since.
Beaton Management Company's UnitedHealth position peaked at $486K in Q3 2024.
3,378 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Beaton Management Company's 13F filing for Q2 2026, filed 7 Aug 2026.