Brown Financial Advisors’s UnitedHealth UNH Stock Holding History

Brown Financial Advisors’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 Q1	$1.87M	Buy	6,908 +511	+8%	+$152K	0.71%	40
2025 Q4	$2.11M	Sell	6,397 -137	-2%	-$46.4K	0.77%	41
2025 Q3	$2.26M	Buy	6,534 +196	+3%	+$59.3K	0.83%	39
2025 Q2	$1.98M	Buy	6,338 +638	+11%	+$244K	0.77%	42
2025 Q1	$2.99M	Buy	5,700 +1,012	+22%	+$517K	1.23%	24
2024 Q4	$2.37M	Sell	4,688 -54	-1%	-$30.7K	0.95%	30
2024 Q3	$2.77M	Sell	4,742 -949	-17%	-$537K	1.14%	29
2024 Q2	$2.9M	Buy	+5,691	New	+$2.79M	1.3%	18

Other funds holding UNH

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Brown Financial Advisors's UNH Position: Q1 2026 in Review

Brown Financial Advisors increased its UnitedHealth (UNH) stake by 8% in Q1 2026, buying an estimated $152K and bringing the position to 6,908 shares worth $1.87M. The position accounts for 0.71% of the portfolio, ranked #40.

Brown Financial Advisors first reported a position in UNH in Q2 2024 and has held it in 8 quarters since. The position peaked at $2.99M in Q1 2025. 3,025 funds tracked by Wall St. Rank hold UNH as of Q1 2026.

Brown Financial Advisors held 6,908 shares of UnitedHealth worth $1.87M as of Q1 2026.
Brown Financial Advisors bought 511 UnitedHealth shares in Q1 2026, an estimated $152K.
UnitedHealth made up 0.71% of Brown Financial Advisors's portfolio in Q1 2026, its #40 holding.
Brown Financial Advisors first reported a position in UnitedHealth in Q2 2024 and has held it in 8 quarters since.
Brown Financial Advisors's UnitedHealth position peaked at $2.99M in Q1 2025.
3,025 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.

Based on Brown Financial Advisors's 13F filing for Q1 2026, filed 15 May 2026.