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Birch Capital Management’s UnitedHealth UNH Stock Holding History

Birch Capital Management’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 		$1.81M Sell
4,359
-1,322
-23% -$490K 0.89% 28
2026
Q1 		$1.54M Sell
5,681
-178
-3% -$53K 0.81% 31
2025
Q4 		$1.93M Sell
5,859
-123
-2% -$41.7K 0.96% 27
2025
Q3 		$2.07M Sell
5,982
-459
-7% -$139K 1.05% 28
2025
Q2 		$2.01M Sell
6,441
-110
-2% -$42K 1.03% 27
2025
Q1 		$3.43M Sell
6,551
-303
-4% -$155K 1.78% 21
2024
Q4 		$3.47M Sell
6,854
-203
-3% -$115K 1.75% 22
2024
Q3 		$4.13M Sell
7,057
-9
-0.1% -$5.09K 2.02% 16
2024
Q2 		$3.6M Sell
7,066
-3
-0% -$1.47K 1.87% 17
2024
Q1 		$3.5M Sell
7,069
-89
-1% -$45.2K 1.82% 17
2023
Q4 		$3.77M Buy
7,158
+346
+5% +$185K 2.16% 17
2023
Q3 		$3.43M Buy
6,812
+594
+10% +$292K 2.17% 17
2023
Q2 		$2.99M Buy
6,218
+29
+0.5% +$14.2K 1.82% 21
2023
Q1 		$2.92M Hold
6,189
– – 1.88% 19
2022
Q4 		$3.28M Sell
6,189
-314
-5% -$166K 2.26% 17
2022
Q3 		$3.28M Sell
6,503
-161
-2% -$84.7K 2.48% 13
2022
Q2 		$3.42M Hold
6,664
– – 2.44% 15
2022
Q1 		$3.4M Hold
6,664
– – 2.09% 17
2021
Q4 		$3.35M Hold
6,664
– – 2.01% 17
2021
Q3 		$2.6M Hold
6,664
– – 1.77% 20
2021
Q2 		$2.67M Hold
6,664
– – 1.81% 19
2021
Q1 		$2.48M Hold
6,664
– – 1.82% 20
2020
Q4 		$2.34M Sell
6,664
-906
-12% -$304K 1.78% 22
2020
Q3 		$2.36M Sell
7,570
-424
-5% -$130K 2.05% 20
2020
Q2 		$2.36M Sell
7,994
-185
-2% -$53K 2.21% 18
2020
Q1 		$2.04M Buy
8,179
+122
+2% +$33.6K 2.35% 17
2019
Q4 		$2.37M Buy
+8,057
New +$2.11M 2.32% 16

Other funds holding UNH

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
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 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
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
ECSS
Eurizon Capital SGR SpA Milan $37.3B AUM
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Birch Capital Management's UNH Position: Q2 2026 in Review

Birch Capital Management reduced its UnitedHealth (UNH) stake by 23% in Q2 2026, selling an estimated $490K and leaving 4,359 shares worth $1.81M. The position accounts for 0.89% of the portfolio, ranked #28.

Birch Capital Management first reported a position in UNH in Q4 2019 and has held it in 27 quarters since. The position peaked at $4.13M in Q3 2024. 1,373 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • Birch Capital Management held 4,359 shares of UnitedHealth worth $1.81M as of Q2 2026.
  • Birch Capital Management sold 1,322 UnitedHealth shares in Q2 2026, an estimated $490K.
  • UnitedHealth made up 0.89% of Birch Capital Management's portfolio in Q2 2026, its #28 holding.
  • Birch Capital Management first reported a position in UnitedHealth in Q4 2019 and has held it in 27 quarters since.
  • Birch Capital Management's UnitedHealth position peaked at $4.13M in Q3 2024.
  • 1,373 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Birch Capital Management's 13F filing for Q2 2026, filed 27 Jul 2026.