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UNH icon

Brio Consultants’s UnitedHealth UNH Stock Holding History

Brio Consultants’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 		$223K Sell
537
-19
-3% -$7.04K 0.03% 148
2026
Q1 		$202K Sell
556
-106
-16% -$31.6K 0.02% 150
2025
Q4 		$219K Buy
662
+38
+6% +$12.9K 0.03% 137
2025
Q3 		$215K Sell
624
-20
-3% -$6.05K 0.03% 129
2025
Q2 		$201K Buy
644
+150
+30% +$57.3K 0.03% 131
2025
Q1 		$259K Buy
494
+67
+16% +$34.3K 0.04% 101
2024
Q4 		$216K Buy
+427
New +$243K 0.03% 104

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

Brio Consultants's UNH Position: Q2 2026 in Review

Brio Consultants reduced its UnitedHealth (UNH) stake by 3.4% in Q2 2026, selling an estimated $7.04K and leaving 537 shares worth $223K. The position accounts for 0.03% of the portfolio, ranked #148.

Brio Consultants first reported a position in UNH in Q4 2024 and has held it in 7 quarters since. The position peaked at $259K in Q1 2025. 3,379 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • Brio Consultants held 537 shares of UnitedHealth worth $223K as of Q2 2026.
  • Brio Consultants sold 19 UnitedHealth shares in Q2 2026, an estimated $7.04K.
  • UnitedHealth made up 0.03% of Brio Consultants's portfolio in Q2 2026, its #148 holding.
  • Brio Consultants first reported a position in UnitedHealth in Q4 2024 and has held it in 7 quarters since.
  • Brio Consultants's UnitedHealth position peaked at $259K in Q1 2025.
  • 3,379 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Brio Consultants's 13F filing for Q2 2026, filed 12 Aug 2026.