BEI
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Benjamin Edwards Inc’s UnitedHealth UNH Stock Holding History

Benjamin Edwards Inc’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 		$32.4M Buy
77,966
+11,455
+17% +$4.25M 0.3% 97
2026
Q1 		$18M Buy
66,511
+8,669
+15% +$2.58M 0.18% 147
2025
Q4 		$19.1M Buy
57,842
+5,238
+10% +$1.78M 0.21% 123
2025
Q3 		$18.2M Buy
52,604
+8,946
+20% +$2.71M 0.21% 122
2025
Q2 		$13.6M Sell
43,658
-3,273
-7% -$1.25M 0.17% 133
2025
Q1 		$24.6M Sell
46,931
-354
-0.7% -$181K 0.34% 83
2024
Q4 		$23.9M Buy
47,285
+2,738
+6% +$1.56M 0.34% 79
2024
Q3 		$26.1M Buy
44,547
+41,308
+1,275% +$23.4M 0.38% 74
2024
Q2 		$1.65M Sell
3,239
-445
-12% -$218K 0.32% 84
2024
Q1 		$1.82M Buy
3,684
+839
+29% +$427K 0.36% 77
2023
Q4 		$1.5M Sell
2,845
-101
-3% -$53.9K 0.33% 87
2023
Q3 		$1.49M Sell
2,946
-169
-5% -$83.2K 0.35% 86
2023
Q2 		$1.5M Sell
3,115
-96
-3% -$46.9K 0.35% 85
2023
Q1 		$1.52M Buy
3,211
+157
+5% +$75.8K 0.37% 77
2022
Q4 		$1.62M Buy
3,054
+440
+17% +$233K 0.43% 71
2022
Q3 		$1.32M Buy
2,614
+127
+5% +$66.8K 0.4% 73
2022
Q2 		$1.28M Buy
2,487
+648
+35% +$325K 0.38% 82
2022
Q1 		$938K Buy
1,839
+601
+49% +$290K 0.27% 112
2021
Q4 		$622K Buy
1,238
+564
+84% +$255K 0.2% 126
2021
Q3 		$263K Buy
674
+181
+37% +$75K 0.16% 157
2021
Q2 		$197K Buy
493
+25
+5% +$9.97K 0.14% 169
2021
Q1 		$174K Sell
468
-1,282
-73% -$444K 0.13% 159
2020
Q4 		$614K Sell
1,750
-97
-5% -$32.5K 0.48% 83
2020
Q3 		$576K Buy
1,847
+152
+9% +$46.7K 0.48% 74
2020
Q2 		$500K Buy
1,695
+1,656
+4,246% +$475K 0.42% 80
2020
Q1 		$10K Buy
+39
New +$10.7K 0.01% 287
2019
Q3 		– Sell
-48
Closed -$12K – 322
2019
Q2 		$12K Hold
48
– – 0.03% 207
2019
Q1 		$12K Buy
+48
New +$12.2K 0.06% 194

Other funds holding UNH

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
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
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
PAM
PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

Benjamin Edwards Inc's UNH Position: Q2 2026 in Review

Benjamin Edwards Inc increased its UnitedHealth (UNH) stake by 17% in Q2 2026, buying an estimated $4.25M and bringing the position to 77,966 shares worth $32.4M. The position accounts for 0.3% of the portfolio, ranked #97.

Benjamin Edwards Inc first reported a position in UNH in Q1 2019 and has held it in 28 quarters since. 1,635 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • Benjamin Edwards Inc held 77,966 shares of UnitedHealth worth $32.4M as of Q2 2026.
  • Benjamin Edwards Inc bought 11,455 UnitedHealth shares in Q2 2026, an estimated $4.25M.
  • UnitedHealth made up 0.3% of Benjamin Edwards Inc's portfolio in Q2 2026, its #97 holding.
  • Benjamin Edwards Inc first reported a position in UnitedHealth in Q1 2019 and has held it in 28 quarters since.
  • 1,635 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Benjamin Edwards Inc's 13F filing for Q2 2026, filed 24 Jul 2026.