BHA
UNH icon

Beech Hill Advisors’s UnitedHealth UNH Stock Holding History

Beech Hill 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 		$5.28M Buy
12,714
+94
+0.7% +$34.8K 2.34% 9
2026
Q1 		$3.41M Buy
12,620
+2,188
+21% +$652K 1.71% 19
2025
Q4 		$3.44M Sell
10,432
-38
-0.4% -$12.9K 1.65% 20
2025
Q3 		$3.62M Buy
10,470
+3,243
+45% +$981K 1.69% 20
2025
Q2 		$2.25M Buy
+7,227
New +$2.76M 1.01% 43
2022
Q2 		– Sell
-625
Closed -$319K – 88
2022
Q1 		$319K Hold
625
– – 0.13% 79
2021
Q4 		$314K Hold
625
– – 0.12% 84
2021
Q3 		$244K Hold
625
– – 0.1% 84
2021
Q2 		$250K Sell
625
-31
-5% -$12.4K 0.1% 80
2021
Q1 		$244K Hold
656
– – 0.1% 80
2020
Q4 		$230K Hold
656
– – 0.1% 80
2020
Q3 		$205K Buy
+656
New +$202K 0.1% 84
2017
Q4 		– Sell
-1,656
Closed -$324K – 89
2017
Q3 		$324K Sell
1,656
-500
-23% -$96.6K 0.17% 65
2017
Q2 		$400K Hold
2,156
– – 0.22% 62
2017
Q1 		$354K Hold
2,156
– – 0.2% 63
2016
Q4 		$345K Hold
2,156
– – 0.21% 64
2016
Q3 		$302K Sell
2,156
-75
-3% -$10.5K 0.18% 65
2016
Q2 		$315K Hold
2,231
– – 0.21% 55
2016
Q1 		$288K Sell
2,231
-275
-11% -$32.5K 0.23% 54
2015
Q4 		$295K Sell
2,506
-50
-2% -$5.84K 0.19% 71
2015
Q3 		$297K Hold
2,556
– – 0.19% 72
2015
Q2 		$312K Sell
2,556
-1,569
-38% -$186K 0.16% 80
2015
Q1 		$488K Buy
4,125
+1,875
+83% +$208K 0.23% 70
2014
Q4 		$227K Buy
+2,250
New +$213K 0.11% 108
2014
Q2 		– Sell
-6,920
Closed -$567K – 155
2014
Q1 		$567K Buy
6,920
+4,000
+137% +$301K 0.27% 79
2013
Q4 		$220K Hold
2,920
– – 0.11% 124
2013
Q3 		$209K Buy
+2,920
New +$209K 0.11% 127

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 $3.37T AUM 44.26% 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

Beech Hill Advisors's UNH Position: Q2 2026 in Review

Beech Hill Advisors increased its UnitedHealth (UNH) stake by 0.74% in Q2 2026, buying an estimated $34.8K and bringing the position to 12,714 shares worth $5.28M. The position accounts for 2.34% of the portfolio, ranked #9.

Beech Hill Advisors first reported a position in UNH in Q3 2013 and has held it in 27 quarters since. 3,378 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • Beech Hill Advisors held 12,714 shares of UnitedHealth worth $5.28M as of Q2 2026.
  • Beech Hill Advisors bought 94 UnitedHealth shares in Q2 2026, an estimated $34.8K.
  • UnitedHealth made up 2.34% of Beech Hill Advisors's portfolio in Q2 2026, its #9 holding.
  • Beech Hill Advisors first reported a position in UnitedHealth in Q3 2013 and has held it in 27 quarters since.
  • 3,378 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Beech Hill Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.