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Brookstone Capital Management’s UnitedHealth UNH Stock Holding History

Brookstone Capital Management’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 		$7.61M Buy
18,312
+1,429
+8% +$530K 0.08% 256
2026
Q1 		$4.57M Sell
16,883
-602
-3% -$179K 0.05% 338
2025
Q4 		$5.77M Sell
17,485
-230
-1% -$77.9K 0.07% 286
2025
Q3 		$6.12M Buy
17,715
+464
+3% +$140K 0.07% 270
2025
Q2 		$5.38M Buy
17,251
+3,960
+30% +$1.51M 0.07% 271
2025
Q1 		$6.96M Sell
13,291
-13,153
-50% -$6.72M 0.1% 223
2024
Q4 		$13.4M Buy
26,444
+2,155
+9% +$1.22M 0.19% 123
2024
Q3 		$14.2M Buy
24,289
+1,529
+7% +$865K 0.21% 117
2024
Q2 		$13M Sell
22,760
-4,001
-15% -$1.96M 0.22% 109
2024
Q1 		$13.2M Buy
26,761
+4,326
+19% +$2.2M 0.24% 101
2023
Q4 		$11.8M Buy
22,435
+225
+1% +$120K 0.23% 118
2023
Q3 		$11.8M Buy
22,210
+6,070
+38% +$2.99M 0.26% 109
2023
Q2 		$7.45M Buy
16,140
+654
+4% +$320K 0.15% 157
2023
Q1 		$7.83M Buy
15,486
+1,935
+14% +$934K 0.15% 150
2022
Q4 		$6.64M Buy
13,551
+378
+3% +$200K 0.13% 150
2022
Q3 		$6.59M Buy
13,173
+1,655
+14% +$870K 0.15% 145
2022
Q2 		$5.97M Sell
11,518
-2,793
-20% -$1.4M 0.13% 153
2022
Q1 		$7.69M Sell
14,311
-1,293
-8% -$624K 0.15% 138
2021
Q4 		$7.16M Buy
15,604
+2,346
+18% +$1.06M 0.12% 145
2021
Q3 		$5.35M Buy
13,258
+116
+0.9% +$48K 0.1% 169
2021
Q2 		$5.5M Buy
13,142
+4,756
+57% +$1.9M 0.1% 175
2021
Q1 		$3.12M Buy
8,386
+713
+9% +$247K 0.12% 147
2020
Q4 		$2.69M Buy
7,673
+473
+7% +$159K 0.11% 148
2020
Q3 		$2.25M Buy
7,200
+859
+14% +$264K 0.1% 135
2020
Q2 		$1.87M Buy
6,341
+1,192
+23% +$342K 0.12% 125
2020
Q1 		$1.28M Sell
5,149
-680
-12% -$187K 0.07% 149
2019
Q4 		$1.71M Sell
5,829
-163
-3% -$42.6K 0.09% 131
2019
Q3 		$1.3M Buy
5,992
+1,568
+35% +$378K 0.07% 142
2019
Q2 		$1.08M Sell
4,424
-1
-0% -$241 0.06% 183
2019
Q1 		$1.09M Buy
4,425
+704
+19% +$180K 0.07% 137
2018
Q4 		$927K Sell
3,721
-117
-3% -$30.9K 0.07% 135
2018
Q3 		$1.02M Buy
3,838
+442
+13% +$115K 0.08% 175
2018
Q2 		$833K Buy
3,396
+1,430
+73% +$343K 0.07% 161
2018
Q1 		$421K Buy
+1,966
New +$449K 0.04% 208
2015
Q4 		– Sell
-175
Closed -$20K – 840
2015
Q3 		$20K Hold
175
– – ﹤0.01% 792
2015
Q2 		$21K Buy
+175
New +$20.7K ﹤0.01% 842

Other funds holding UNH

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
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
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
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

Brookstone Capital Management's UNH Position: Q2 2026 in Review

Brookstone Capital Management increased its UnitedHealth (UNH) stake by 8.5% in Q2 2026, buying an estimated $530K and bringing the position to 18,312 shares worth $7.61M. The position accounts for 0.08% of the portfolio, ranked #256.

Brookstone Capital Management first reported a position in UNH in Q2 2015 and has held it in 36 quarters since. The position peaked at $14.2M in Q3 2024. 834 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • Brookstone Capital Management held 18,312 shares of UnitedHealth worth $7.61M as of Q2 2026.
  • Brookstone Capital Management bought 1,429 UnitedHealth shares in Q2 2026, an estimated $530K.
  • UnitedHealth made up 0.08% of Brookstone Capital Management's portfolio in Q2 2026, its #256 holding.
  • Brookstone Capital Management first reported a position in UnitedHealth in Q2 2015 and has held it in 36 quarters since.
  • Brookstone Capital Management's UnitedHealth position peaked at $14.2M in Q3 2024.
  • 834 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Brookstone Capital Management's 13F filing for Q2 2026, filed 15 Jul 2026.