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Brown Capital Management’s UnitedHealth UNH Stock Holding History

Brown 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
2025
Q2 		– Sell
-427
Closed -$224K – 102
2025
Q1 		$224K Sell
427
-32
-7% -$16.4K 0.01% 101
2024
Q4 		$232K Sell
459
-247
-35% -$140K 0.01% 116
2024
Q3 		$413K Sell
706
-16
-2% -$9.05K 0.01% 109
2024
Q2 		$368K Sell
722
-26
-3% -$12.7K 0.01% 114
2024
Q1 		$370K Hold
748
– – 0.01% 121
2023
Q4 		$394K Sell
748
-432
-37% -$230K 0.01% 108
2023
Q3 		$595K Sell
1,180
-164
-12% -$80.7K 0.01% 105
2023
Q2 		$646K Hold
1,344
– – 0.01% 107
2023
Q1 		$635K Sell
1,344
-12
-0.9% -$5.79K 0.01% 106
2022
Q4 		$719K Sell
1,356
-33
-2% -$17.5K 0.01% 101
2022
Q3 		$702K Sell
1,389
-396
-22% -$208K 0.01% 94
2022
Q2 		$917K Hold
1,785
– – 0.01% 91
2022
Q1 		$910K Hold
1,785
– – 0.01% 94
2021
Q4 		$900K Buy
1,785
+9
+0.5% +$4.07K 0.01% 97
2021
Q3 		$694K Sell
1,776
-194
-10% -$80.4K 0.01% 102
2021
Q2 		$789K Sell
1,970
-41
-2% -$16.3K 0.01% 98
2021
Q1 		$748K Sell
2,011
-629
-24% -$218K 0.01% 99
2020
Q4 		$926K Buy
+2,640
New +$885K 0.01% 94

Other funds holding UNH

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Brown Capital Management's UNH Position: Q2 2025 in Review

Brown Capital Management sold out of UnitedHealth (UNH) in Q2 2025, closing a stake of 427 shares — an estimated $224K sold.

Brown Capital Management first reported a position in UNH in Q4 2020 and held it in 18 quarters. The position peaked at $926K in Q4 2020. 3,177 funds tracked by Wall St. Rank hold UNH as of Q2 2025.

  • Brown Capital Management reported no remaining UnitedHealth position as of Q2 2025 after selling out during the quarter.
  • Brown Capital Management sold 427 UnitedHealth shares in Q2 2025, an estimated $224K.
  • Brown Capital Management first reported a position in UnitedHealth in Q4 2020 and held it in 18 quarters.
  • Brown Capital Management's UnitedHealth position peaked at $926K in Q4 2020.
  • 3,177 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2025.

Based on Brown Capital Management's 13F filing for Q2 2025, filed 13 Aug 2025.