Brooks Moore & Associates’s UnitedHealth UNH Stock Holding History

Brooks Moore & 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	$306K	Buy	+737	New	+$273K	0.14%	99
2026 Q1	–	Sell	-737	Closed	-$243K	–	115
2025 Q4	$243K	Buy	737 +100	+16%	+$33.9K	0.12%	100
2025 Q3	$220K	Buy	+637	New	+$193K	0.11%	100
2025 Q2	–	Sell	-737	Closed	-$386K	–	109
2025 Q1	$386K	Sell	737 -25	-3%	-$12.8K	0.22%	80
2024 Q4	$385K	Hold	762	–	–	0.23%	75
2024 Q3	$446K	Hold	762	–	–	0.26%	70
2024 Q2	$388K	Hold	762	–	–	0.25%	68
2024 Q1	$377K	Sell	762 -32	-4%	-$16.3K	0.24%	70
2023 Q4	$418K	Buy	794 +7	+0.9%	+$3.73K	0.29%	63
2023 Q3	$397K	Hold	787	–	–	0.3%	63
2023 Q2	$378K	Hold	787	–	–	0.27%	63
2023 Q1	$372K	Hold	787	–	–	0.27%	64
2022 Q4	$417K	Sell	787 -150	-16%	-$79.5K	0.3%	62
2022 Q3	$473K	Hold	937	–	–	0.38%	55
2022 Q2	$481K	Hold	937	–	–	0.35%	57
2022 Q1	$478K	Hold	937	–	–	0.29%	65
2021 Q4	$471K	Hold	937	–	–	0.28%	71
2021 Q3	$366K	Hold	937	–	–	0.24%	76
2021 Q2	$375K	Hold	937	–	–	0.24%	79
2021 Q1	$349K	Sell	937 -175	-16%	-$60.6K	0.24%	77
2020 Q4	$390K	Hold	1,112	–	–	0.3%	74
2020 Q3	$347K	Hold	1,112	–	–	0.3%	67
2020 Q2	$328K	Hold	1,112	–	–	0.31%	69
2020 Q1	$277K	Hold	1,112	–	–	0.29%	76
2019 Q4	$327K	Sell	1,112 -338	-23%	-$88.4K	0.26%	81
2019 Q3	$315K	Hold	1,450	–	–	0.27%	79
2019 Q2	$354K	Hold	1,450	–	–	0.3%	79
2019 Q1	$359K	Hold	1,450	–	–	0.33%	71
2018 Q4	$361K	Buy	+1,450	New	+$383K	0.36%	66

Other funds holding UNH

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Brooks Moore & Associates's UNH Position: Q2 2026 in Review

Brooks Moore & Associates opened a new position in UnitedHealth (UNH) in Q2 2026: 737 shares worth $306K. The stake represents 0.14% of the portfolio and ranks #99 among its holdings. This is a return to the name: Brooks Moore & Associates previously reported a position in UNH as recently as Q4 2025.

Brooks Moore & Associates first reported a position in UNH in Q4 2018 and has held it in 29 quarters since. The position peaked at $481K in Q2 2022. 3,383 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

Brooks Moore & Associates held 737 shares of UnitedHealth worth $306K as of Q2 2026.
UnitedHealth was a new Brooks Moore & Associates position in Q2 2026.
UnitedHealth made up 0.14% of Brooks Moore & Associates's portfolio in Q2 2026, its #99 holding.
Brooks Moore & Associates first reported a position in UnitedHealth in Q4 2018 and has held it in 29 quarters since.
Brooks Moore & Associates's UnitedHealth position peaked at $481K in Q2 2022.
3,383 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Brooks Moore & Associates's 13F filing for Q2 2026, filed 17 Aug 2026.