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Brandywine Oak Private Wealth’s UnitedHealth UNH Stock Holding History

Brandywine Oak Private 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 		$433K Hold
1,042
– – 0.03% 167
2026
Q1 		$282K Sell
1,042
-72
-6% -$21.4K 0.02% 199
2025
Q4 		$368K Sell
1,114
-252
-18% -$85.4K 0.03% 174
2025
Q3 		$472K Sell
1,366
-37
-3% -$11.2K 0.04% 154
2025
Q2 		$438K Sell
1,403
-114
-8% -$43.6K 0.04% 158
2025
Q1 		$794K Sell
1,517
-421
-22% -$215K 0.08% 114
2024
Q4 		$980K Sell
1,938
-389
-17% -$221K 0.1% 100
2024
Q3 		$1.36M Buy
2,327
+21
+0.9% +$11.9K 0.13% 81
2024
Q2 		$1.17M Sell
2,306
-228
-9% -$112K 0.12% 89
2024
Q1 		$1.25M Buy
2,534
+52
+2% +$26.4K 0.13% 83
2023
Q4 		$1.31M Sell
2,482
-39
-2% -$20.8K 0.15% 78
2023
Q3 		$1.27M Sell
2,521
-34
-1% -$16.7K 0.15% 77
2023
Q2 		$1.23M Sell
2,555
-17
-0.7% -$8.31K 0.14% 85
2023
Q1 		$1.22M Sell
2,572
-55
-2% -$26.5K 0.14% 86
2022
Q4 		$1.39M Sell
2,627
-341
-11% -$181K 0.17% 74
2022
Q3 		$1.5M Sell
2,968
-82
-3% -$43.1K 0.2% 74
2022
Q2 		$1.57M Sell
3,050
-140
-4% -$70.3K 0.2% 77
2022
Q1 		$1.63M Sell
3,190
-41
-1% -$19.8K 0.19% 86
2021
Q4 		$1.62M Buy
3,231
+65
+2% +$29.4K 0.18% 89
2021
Q3 		$1.24M Sell
3,166
-113
-3% -$46.8K 0.14% 107
2021
Q2 		$1.31M Buy
3,279
+1,566
+91% +$624K 0.15% 104
2021
Q1 		$637K Sell
1,713
-100
-6% -$34.6K 0.09% 132
2020
Q4 		$635K Hold
1,813
– – 0.1% 127
2020
Q3 		$565K Sell
1,813
-57
-3% -$17.5K 0.09% 129
2020
Q2 		$551K Sell
1,870
-139
-7% -$39.8K 0.1% 123
2020
Q1 		$501K Sell
2,009
-282
-12% -$77.6K 0.1% 109
2019
Q4 		$673K Sell
2,291
-59
-3% -$15.4K 0.12% 87
2019
Q3 		$510K Sell
2,350
-14
-0.6% -$3.38K 0.1% 103
2019
Q2 		$576K Buy
2,364
+120
+5% +$28.9K 0.12% 96
2019
Q1 		$554K Buy
2,244
+116
+5% +$29.6K 0.12% 92
2018
Q4 		$530K Buy
+2,128
New +$562K 0.12% 94

Other funds holding UNH

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
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
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 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

Brandywine Oak Private Wealth's UNH Position: Q2 2026 in Review

Brandywine Oak Private Wealth held its UnitedHealth (UNH) position steady in Q2 2026 at 1,042 shares worth $433K. The position accounts for 0.03% of the portfolio, ranked #167.

Brandywine Oak Private Wealth first reported a position in UNH in Q4 2018 and has held it in 31 quarters since. The position peaked at $1.63M in Q1 2022. 1,542 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • Brandywine Oak Private Wealth held 1,042 shares of UnitedHealth worth $433K as of Q2 2026.
  • Brandywine Oak Private Wealth left its UnitedHealth share count unchanged in Q2 2026.
  • UnitedHealth made up 0.03% of Brandywine Oak Private Wealth's portfolio in Q2 2026, its #167 holding.
  • Brandywine Oak Private Wealth first reported a position in UnitedHealth in Q4 2018 and has held it in 31 quarters since.
  • Brandywine Oak Private Wealth's UnitedHealth position peaked at $1.63M in Q1 2022.
  • 1,542 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Brandywine Oak Private Wealth's 13F filing for Q2 2026, filed 16 Jul 2026.