Beutel, Goodman & Co’s UnitedHealth UNH Stock Holding History

Beutel, Goodman & Co’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	$4K	Hold	18	–	–	﹤0.01%	161
2025 Q4	$5K	Hold	18	–	–	﹤0.01%	165
2025 Q3	$6K	Hold	18	–	–	﹤0.01%	163
2025 Q2	$5K	Hold	18	–	–	﹤0.01%	166
2025 Q1	$9K	Buy	+18	New	+$9.2K	﹤0.01%	184
2020 Q1	–	Sell	-125	Closed	-$36K	–	69
2019 Q4	$36K	Buy	+125	New	+$32.7K	﹤0.01%	67

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

Beutel, Goodman & Co's UNH Position: Q1 2026 in Review

Beutel, Goodman & Co held its UnitedHealth (UNH) position steady in Q1 2026 at 18 shares worth $4K. The position accounts for ﹤0.01% of the portfolio, ranked #161.

Beutel, Goodman & Co first reported a position in UNH in Q4 2019 and has held it in 6 quarters since. The position peaked at $36K in Q4 2019. 3,024 funds tracked by Wall St. Rank hold UNH as of Q1 2026.

Beutel, Goodman & Co held 18 shares of UnitedHealth worth $4K as of Q1 2026.
Beutel, Goodman & Co left its UnitedHealth share count unchanged in Q1 2026.
UnitedHealth made up ﹤0.01% of Beutel, Goodman & Co's portfolio in Q1 2026, its #161 holding.
Beutel, Goodman & Co first reported a position in UnitedHealth in Q4 2019 and has held it in 6 quarters since.
Beutel, Goodman & Co's UnitedHealth position peaked at $36K in Q4 2019.
3,024 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.

Based on Beutel, Goodman & Co's 13F filing for Q1 2026, filed 15 May 2026.