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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
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Beech Hill Advisors's UNH Position: Q1 2026 in Review

Beech Hill Advisors increased its UnitedHealth (UNH) stake by 21% in Q1 2026, buying an estimated $652K and bringing the position to 12,620 shares worth $3.41M. The position accounts for 1.71% of the portfolio, ranked #19.

Beech Hill Advisors first reported a position in UNH in Q3 2013 and has held it in 26 quarters since. The position peaked at $3.62M in Q3 2025. 3,019 funds tracked by Wall St. Rank hold UNH as of Q1 2026.

  • Beech Hill Advisors held 12,620 shares of UnitedHealth worth $3.41M as of Q1 2026.
  • Beech Hill Advisors bought 2,188 UnitedHealth shares in Q1 2026, an estimated $652K.
  • UnitedHealth made up 1.71% of Beech Hill Advisors's portfolio in Q1 2026, its #19 holding.
  • Beech Hill Advisors first reported a position in UnitedHealth in Q3 2013 and has held it in 26 quarters since.
  • Beech Hill Advisors's UnitedHealth position peaked at $3.62M in Q3 2025.
  • 3,019 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.

Based on Beech Hill Advisors's 13F filing for Q1 2026, filed 9 Apr 2026.