Birch Financial Group’s UnitedHealth UNH Stock Holding History

Birch Financial Group’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	$400K	Sell	961 -101	-10%	-$37.4K	0.21%	87
2026 Q1	$287K	Sell	1,062 -650	-38%	-$194K	0.17%	103
2025 Q4	$565K	Sell	1,712 -375	-18%	-$127K	0.32%	62
2025 Q3	$721K	Buy	2,087 +584	+39%	+$177K	0.42%	48
2025 Q2	$469K	Buy	1,503 +960	+177%	+$367K	0.37%	59
2025 Q1	$284K	Sell	543 -42	-7%	-$21.5K	0.25%	82
2024 Q4	$296K	Buy	+585	New	+$332K	0.33%	69

Other funds holding UNH

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

VAM

Veritas Asset Management London, United Kingdom $5.56B AUM 3.46% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

Birch Financial Group's UNH Position: Q2 2026 in Review

Birch Financial Group reduced its UnitedHealth (UNH) stake by 9.5% in Q2 2026, selling an estimated $37.4K and leaving 961 shares worth $400K. The position accounts for 0.21% of the portfolio, ranked #87.

Birch Financial Group first reported a position in UNH in Q4 2024 and has held it in 7 quarters since. The position peaked at $721K in Q3 2025. 1,733 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

Birch Financial Group held 961 shares of UnitedHealth worth $400K as of Q2 2026.
Birch Financial Group sold 101 UnitedHealth shares in Q2 2026, an estimated $37.4K.
UnitedHealth made up 0.21% of Birch Financial Group's portfolio in Q2 2026, its #87 holding.
Birch Financial Group first reported a position in UnitedHealth in Q4 2024 and has held it in 7 quarters since.
Birch Financial Group's UnitedHealth position peaked at $721K in Q3 2025.
1,733 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Birch Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.