Birch Hill Investment Advisors’s UnitedHealth UNH Stock Holding History

Birch Hill Investment Advisors’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	$272K	Buy	+654	New	+$242K	0.01%	186
2026 Q1	–	Sell	-840	Closed	-$277K	–	204
2025 Q4	$277K	Sell	840 -9	-1%	-$3.05K	0.01%	178
2025 Q3	$293K	Hold	849	–	–	0.01%	171
2025 Q2	$265K	Sell	849 -91	-10%	-$34.8K	0.01%	175
2025 Q1	$492K	Sell	940 -221	-19%	-$113K	0.02%	141
2024 Q4	$587K	Buy	1,161 +292	+34%	+$166K	0.03%	135
2024 Q3	$508K	Buy	869 +137	+19%	+$77.5K	0.02%	135
2024 Q2	$373K	Sell	732 -36	-5%	-$17.6K	0.02%	141
2024 Q1	$380K	Buy	768 +20	+3%	+$10.2K	0.02%	138
2023 Q4	$394K	Buy	748 +115	+18%	+$61.3K	0.02%	129
2023 Q3	$319K	Buy	633 +16	+3%	+$7.87K	0.02%	134
2023 Q2	$297K	Buy	617 +98	+19%	+$47.9K	0.02%	135
2023 Q1	$245K	Sell	519 -111	-18%	-$53.6K	0.02%	140
2022 Q4	$334K	Buy	630 +111	+21%	+$58.8K	0.02%	130
2022 Q3	$262K	Hold	519	–	–	0.02%	134
2022 Q2	$267K	Hold	519	–	–	0.02%	136
2022 Q1	$265K	Hold	519	–	–	0.01%	145
2021 Q4	$261K	Hold	519	–	–	0.01%	157
2021 Q3	$203K	Hold	519	–	–	0.01%	167
2021 Q2	$208K	Buy	+519	New	+$207K	0.01%	159

Other funds holding UNH

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

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

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

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

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

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 Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Birch Hill Investment Advisors's UNH Position: Q2 2026 in Review

Birch Hill Investment Advisors opened a new position in UnitedHealth (UNH) in Q2 2026: 654 shares worth $272K. The stake represents 0.01% of the portfolio and ranks #186 among its holdings. This is a return to the name: Birch Hill Investment Advisors previously reported a position in UNH as recently as Q4 2025.

Birch Hill Investment Advisors first reported a position in UNH in Q2 2021 and has held it in 20 quarters since. The position peaked at $587K in Q4 2024. 1,542 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

Birch Hill Investment Advisors held 654 shares of UnitedHealth worth $272K as of Q2 2026.
UnitedHealth was a new Birch Hill Investment Advisors position in Q2 2026.
UnitedHealth made up 0.01% of Birch Hill Investment Advisors's portfolio in Q2 2026, its #186 holding.
Birch Hill Investment Advisors first reported a position in UnitedHealth in Q2 2021 and has held it in 20 quarters since.
Birch Hill Investment Advisors's UnitedHealth position peaked at $587K in Q4 2024.
1,542 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Birch Hill Investment Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.