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 Q2	$2.4M	Sell	5,774 -1,134	-16%	-$420K	0.84%	31
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 $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 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

Brown Financial Advisors's UNH Position: Q2 2026 in Review

Brown Financial Advisors reduced its UnitedHealth (UNH) stake by 16% in Q2 2026, selling an estimated $420K and leaving 5,774 shares worth $2.4M. The position accounts for 0.84% of the portfolio, ranked #31.

Brown Financial Advisors first reported a position in UNH in Q2 2024 and has held it in 9 quarters since. The position peaked at $2.99M in Q1 2025. 3,394 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

Brown Financial Advisors held 5,774 shares of UnitedHealth worth $2.4M as of Q2 2026.
Brown Financial Advisors sold 1,134 UnitedHealth shares in Q2 2026, an estimated $420K.
UnitedHealth made up 0.84% of Brown Financial Advisors's portfolio in Q2 2026, its #31 holding.
Brown Financial Advisors first reported a position in UnitedHealth in Q2 2024 and has held it in 9 quarters since.
Brown Financial Advisors's UnitedHealth position peaked at $2.99M in Q1 2025.
3,394 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Brown Financial Advisors's 13F filing for Q2 2026, filed 26 Aug 2026.