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Brady Family Wealth’s UnitedHealth UNH Stock Holding History

Brady Family 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 		$705K Sell
1,697
-171
-9% -$63.4K 0.2% 72
2026
Q1 		$505K Sell
1,868
-987
-35% -$294K 0.16% 75
2025
Q4 		$942K Sell
2,855
-831
-23% -$282K 0.29% 64
2025
Q3 		$1.27M Sell
3,686
-1,674
-31% -$506K 0.39% 55
2025
Q2 		$1.67M Sell
5,360
-1,043
-16% -$399K 0.52% 50
2025
Q1 		$3.35M Sell
6,403
-449
-7% -$230K 1.07% 37
2024
Q4 		$3.47M Buy
6,852
+236
+4% +$134K 1.06% 36
2024
Q3 		$3.87M Buy
6,616
+220
+3% +$124K 1.16% 36
2024
Q2 		$3.26M Buy
6,396
+38
+0.6% +$18.6K 1.05% 38
2024
Q1 		$3.15M Buy
6,358
+37
+0.6% +$18.8K 1.02% 40
2023
Q4 		$3.33M Sell
6,321
-17
-0.3% -$9.07K 1.14% 36
2023
Q3 		$3.2M Buy
6,338
+17
+0.3% +$8.37K 1.24% 33
2023
Q2 		$3.04M Buy
6,321
+181
+3% +$88.5K 1.13% 35
2023
Q1 		$2.9M Buy
6,140
+6
+0.1% +$2.9K 1.15% 36
2022
Q4 		$3.25M Buy
+6,134
New +$3.25M 1.34% 30

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

Brady Family Wealth's UNH Position: Q2 2026 in Review

Brady Family Wealth reduced its UnitedHealth (UNH) stake by 9.2% in Q2 2026, selling an estimated $63.4K and leaving 1,697 shares worth $705K. The position accounts for 0.2% of the portfolio, ranked #72.

Brady Family Wealth first reported a position in UNH in Q4 2022 and has held it in 15 quarters since. The position peaked at $3.87M in Q3 2024. 3,367 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • Brady Family Wealth held 1,697 shares of UnitedHealth worth $705K as of Q2 2026.
  • Brady Family Wealth sold 171 UnitedHealth shares in Q2 2026, an estimated $63.4K.
  • UnitedHealth made up 0.2% of Brady Family Wealth's portfolio in Q2 2026, its #72 holding.
  • Brady Family Wealth first reported a position in UnitedHealth in Q4 2022 and has held it in 15 quarters since.
  • Brady Family Wealth's UnitedHealth position peaked at $3.87M in Q3 2024.
  • 3,367 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Brady Family Wealth's 13F filing for Q2 2026, filed 13 Jul 2026.