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Braun-Bostich & Associates’s UnitedHealth UNH Stock Holding History

Braun-Bostich & Associates’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 		$270K Buy
+650
New +$241K 0.15% 104
2026
Q1 		– Sell
-854
Closed -$282K – 137
2025
Q4 		$282K Buy
854
+145
+20% +$49.1K 0.17% 94
2025
Q3 		$245K Sell
709
-5
-0.7% -$1.51K 0.15% 105
2025
Q2 		$223K Sell
714
-99
-12% -$37.8K 0.15% 106
2025
Q1 		$426K Sell
813
-35
-4% -$17.9K 0.32% 65
2024
Q4 		$429K Sell
848
-55
-6% -$31.3K 0.31% 61
2024
Q3 		$528K Buy
903
+115
+15% +$65K 0.37% 52
2024
Q2 		$401K Sell
788
-512
-39% -$251K 0.3% 62
2024
Q1 		$643K Sell
1,300
-432
-25% -$220K 0.54% 56
2023
Q4 		$912K Buy
1,732
+535
+45% +$285K 0.82% 31
2023
Q3 		$604K Buy
1,197
+493
+70% +$243K 1.13% 15
2023
Q2 		$339K Buy
704
+32
+5% +$15.6K 0.72% 52
2023
Q1 		$317K Buy
672
+30
+5% +$14.5K 0.75% 49
2022
Q4 		$340K Sell
642
-37
-5% -$19.6K 0.98% 39
2022
Q3 		$343K Sell
679
-39
-5% -$20.5K 1.05% 43
2022
Q2 		$369K Buy
718
+140
+24% +$70.3K 0.96% 39
2022
Q1 		$295K Buy
+578
New +$279K 0.63% 51
2020
Q4 		– Sell
-1,744
Closed -$544K – 209
2020
Q3 		$544K Buy
1,744
+250
+17% +$76.8K 0.54% 28
2020
Q2 		$441K Buy
1,494
+22
+1% +$6.3K 0.43% 41
2020
Q1 		$349K Hold
1,472
– – 0.44% 53
2019
Q4 		$431K Sell
1,472
-677
-32% -$177K 0.42% 54
2019
Q3 		$467K Sell
2,149
-756
-26% -$182K 0.54% 37
2019
Q2 		$709K Sell
2,905
-697
-19% -$168K 0.74% 24
2019
Q1 		$891K Sell
3,602
-1,738
-33% -$443K 0.93% 22
2018
Q4 		$1.33M Sell
5,340
-348
-6% -$91.9K 1.41% 17
2018
Q3 		$1.51M Buy
5,688
+11
+0.2% +$2.86K 1.46% 17
2018
Q2 		$1.39M Sell
5,677
-31
-0.5% -$7.44K 1.39% 17
2018
Q1 		$1.22M Buy
5,708
+325
+6% +$74.2K 1.06% 29
2017
Q4 		$1.19M Buy
+5,383
New +$1.14M 1.01% 29

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

Braun-Bostich & Associates's UNH Position: Q2 2026 in Review

Braun-Bostich & Associates opened a new position in UnitedHealth (UNH) in Q2 2026: 650 shares worth $270K. The stake represents 0.15% of the portfolio and ranks #104 among its holdings. This is a return to the name: Braun-Bostich & Associates previously reported a position in UNH as recently as Q4 2025.

Braun-Bostich & Associates first reported a position in UNH in Q4 2017 and has held it in 29 quarters since. The position peaked at $1.51M in Q3 2018. 3,367 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • Braun-Bostich & Associates held 650 shares of UnitedHealth worth $270K as of Q2 2026.
  • UnitedHealth was a new Braun-Bostich & Associates position in Q2 2026.
  • UnitedHealth made up 0.15% of Braun-Bostich & Associates's portfolio in Q2 2026, its #104 holding.
  • Braun-Bostich & Associates first reported a position in UnitedHealth in Q4 2017 and has held it in 29 quarters since.
  • Braun-Bostich & Associates's UnitedHealth position peaked at $1.51M in Q3 2018.
  • 3,367 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Braun-Bostich & Associates's 13F filing for Q2 2026, filed 24 Jul 2026.