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Birchwood Financial Partners’s UnitedHealth UNH Stock Holding History

Birchwood Financial Partners’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 		$2.41M Sell
5,790
-317
-5% -$117K 1.97% 13
2026
Q1 		$1.65M Buy
6,107
+3
+0% +$893 1.59% 15
2025
Q4 		$2.02M Buy
+6,104
New +$2.07M 2% 12

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

Birchwood Financial Partners's UNH Position: Q2 2026 in Review

Birchwood Financial Partners reduced its UnitedHealth (UNH) stake by 5.2% in Q2 2026, selling an estimated $117K and leaving 5,790 shares worth $2.41M. The position accounts for 1.97% of the portfolio, ranked #13.

Birchwood Financial Partners first reported a position in UNH in Q4 2025 and has held it in 3 quarters since. 3,367 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • Birchwood Financial Partners held 5,790 shares of UnitedHealth worth $2.41M as of Q2 2026.
  • Birchwood Financial Partners sold 317 UnitedHealth shares in Q2 2026, an estimated $117K.
  • UnitedHealth made up 1.97% of Birchwood Financial Partners's portfolio in Q2 2026, its #13 holding.
  • Birchwood Financial Partners first reported a position in UnitedHealth in Q4 2025 and has held it in 3 quarters since.
  • 3,367 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Birchwood Financial Partners's 13F filing for Q2 2026, filed 6 Aug 2026.