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Brookwood Investment Group’s UnitedHealth UNH Stock Holding History

Brookwood Investment Group’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 		$654K Sell
1,574
-30
-2% -$11.1K 0.07% 256
2026
Q1 		$434K Sell
1,604
-238
-13% -$70.9K 0.05% 310
2025
Q4 		$608K Sell
1,842
-1,474
-44% -$500K 0.07% 251
2025
Q3 		$1.15M Buy
3,316
+823
+33% +$249K 0.15% 124
2025
Q2 		$778K Sell
2,493
-735
-23% -$281K 0.13% 171
2025
Q1 		$1.69M Buy
+3,228
New +$1.65M 0.29% 60

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

Brookwood Investment Group's UNH Position: Q2 2026 in Review

Brookwood Investment Group reduced its UnitedHealth (UNH) stake by 1.9% in Q2 2026, selling an estimated $11.1K and leaving 1,574 shares worth $654K. The position accounts for 0.07% of the portfolio, ranked #256.

Brookwood Investment Group first reported a position in UNH in Q1 2025 and has held it in 6 quarters since. The position peaked at $1.69M in Q1 2025. 3,367 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • Brookwood Investment Group held 1,574 shares of UnitedHealth worth $654K as of Q2 2026.
  • Brookwood Investment Group sold 30 UnitedHealth shares in Q2 2026, an estimated $11.1K.
  • UnitedHealth made up 0.07% of Brookwood Investment Group's portfolio in Q2 2026, its #256 holding.
  • Brookwood Investment Group first reported a position in UnitedHealth in Q1 2025 and has held it in 6 quarters since.
  • Brookwood Investment Group's UnitedHealth position peaked at $1.69M in Q1 2025.
  • 3,367 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Brookwood Investment Group's 13F filing for Q2 2026, filed 23 Jul 2026.