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Beverly Hills Private Wealth’s UnitedHealth UNH Stock Holding History

Beverly Hills Private Wealth’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 		$6.23M Sell
14,999
-2,727
-15% -$1.01M 1.19% 23
2026
Q1 		$4.8M Buy
17,726
+5,335
+43% +$1.59M 0.8% 32
2025
Q4 		$4.09M Buy
12,391
+2,698
+28% +$914K 0.7% 36
2025
Q3 		$3.35M Sell
9,693
-448
-4% -$135K 0.59% 46
2025
Q2 		$3.16M Sell
10,141
-514
-5% -$196K 0.59% 44
2025
Q1 		$5.58M Buy
10,655
+547
+5% +$280K 1.1% 15
2024
Q4 		$5.11M Buy
10,108
+868
+9% +$493K 1.03% 18
2024
Q3 		$5.4M Buy
9,240
+25
+0.3% +$14.1K 1.09% 15
2024
Q2 		$4.69M Buy
9,215
+557
+6% +$273K 1.02% 17
2024
Q1 		$4.28M Buy
8,658
+223
+3% +$113K 0.99% 20
2023
Q4 		$4.44M Sell
8,435
-85
-1% -$45.3K 1.16% 17
2023
Q3 		$4.3M Sell
8,520
-7,130
-46% -$3.51M 1.28% 15
2023
Q2 		$7.87M Buy
15,650
+6,879
+78% +$3.36M 1.29% 13
2023
Q1 		$4.15M Buy
8,771
+1,396
+19% +$674K 1.29% 14
2022
Q4 		$3.91M Buy
+7,375
New +$3.91M 1.71% 8

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

Beverly Hills Private Wealth's UNH Position: Q2 2026 in Review

Beverly Hills Private Wealth reduced its UnitedHealth (UNH) stake by 15% in Q2 2026, selling an estimated $1.01M and leaving 14,999 shares worth $6.23M. The position accounts for 1.19% of the portfolio, ranked #23.

Beverly Hills Private Wealth first reported a position in UNH in Q4 2022 and has held it in 15 quarters since. The position peaked at $7.87M in Q2 2023. 3,373 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • Beverly Hills Private Wealth held 14,999 shares of UnitedHealth worth $6.23M as of Q2 2026.
  • Beverly Hills Private Wealth sold 2,727 UnitedHealth shares in Q2 2026, an estimated $1.01M.
  • UnitedHealth made up 1.19% of Beverly Hills Private Wealth's portfolio in Q2 2026, its #23 holding.
  • Beverly Hills Private Wealth first reported a position in UnitedHealth in Q4 2022 and has held it in 15 quarters since.
  • Beverly Hills Private Wealth's UnitedHealth position peaked at $7.87M in Q2 2023.
  • 3,373 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Beverly Hills Private Wealth's 13F filing for Q2 2026, filed 7 Aug 2026.