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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
Q2 		– Sell
-18
Closed -$4K – 167
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
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 $3.38T AUM 44.17% 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

Beutel, Goodman & Co's UNH Position: Q2 2026 in Review

Beutel, Goodman & Co sold out of UnitedHealth (UNH) in Q2 2026, closing a stake of 18 shares — an estimated $4K sold.

Beutel, Goodman & Co first reported a position in UNH in Q4 2019 and held it in 6 quarters. The position peaked at $36K in Q4 2019. 3,394 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • Beutel, Goodman & Co reported no remaining UnitedHealth position as of Q2 2026 after selling out during the quarter.
  • Beutel, Goodman & Co sold 18 UnitedHealth shares in Q2 2026, an estimated $4K.
  • Beutel, Goodman & Co first reported a position in UnitedHealth in Q4 2019 and held it in 6 quarters.
  • Beutel, Goodman & Co's UnitedHealth position peaked at $36K in Q4 2019.
  • 3,394 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Beutel, Goodman & Co's 13F filing for Q2 2026, filed 12 Aug 2026.