BLC
UNH icon

Brown, Lisle/Cummings’s UnitedHealth UNH Stock Holding History

Brown, Lisle/Cummings’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 		$544K Sell
1,310
-6
-0.5% -$2.22K 0.12% 158
2026
Q1 		$356K Buy
1,316
+17
+1% +$5.06K 0.09% 178
2025
Q4 		$429K Sell
1,299
-45
-3% -$15.3K 0.11% 163
2025
Q3 		$464K Sell
1,344
-41
-3% -$12.4K 0.12% 155
2025
Q2 		$432K Buy
1,385
+13
+0.9% +$4.97K 0.12% 159
2025
Q1 		$719K Buy
1,372
+20
+1% +$10.2K 0.21% 111
2024
Q4 		$684K Buy
1,352
+17
+1% +$9.66K 0.2% 112
2024
Q3 		$781K Sell
1,335
-25
-2% -$14.1K 0.24% 100
2024
Q2 		$693K Hold
1,360
– – 0.23% 101
2024
Q1 		$673K Hold
1,360
– – 0.23% 103
2023
Q4 		$716K Buy
1,360
+40
+3% +$21.3K 0.27% 91
2023
Q3 		$666K Hold
1,320
– – 0.3% 76
2023
Q2 		$634K Buy
1,320
+94
+8% +$46K 0.28% 84
2023
Q1 		$579K Buy
1,226
+30
+3% +$14.5K 0.29% 86
2022
Q4 		$634K Hold
1,196
– – 0.34% 73
2022
Q3 		$604K Hold
1,196
– – 0.35% 72
2022
Q2 		$614K Sell
1,196
-25
-2% -$12.6K 0.34% 75
2022
Q1 		$623K Buy
1,221
+16
+1% +$7.72K 0.3% 81
2021
Q4 		$605K Buy
+1,205
New +$545K 0.3% 78

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

Brown, Lisle/Cummings's UNH Position: Q2 2026 in Review

Brown, Lisle/Cummings reduced its UnitedHealth (UNH) stake by 0.46% in Q2 2026, selling an estimated $2.22K and leaving 1,310 shares worth $544K. The position accounts for 0.12% of the portfolio, ranked #158.

Brown, Lisle/Cummings first reported a position in UNH in Q4 2021 and has held it in 19 quarters since. The position peaked at $781K in Q3 2024. 3,378 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • Brown, Lisle/Cummings held 1,310 shares of UnitedHealth worth $544K as of Q2 2026.
  • Brown, Lisle/Cummings sold 6 UnitedHealth shares in Q2 2026, an estimated $2.22K.
  • UnitedHealth made up 0.12% of Brown, Lisle/Cummings's portfolio in Q2 2026, its #158 holding.
  • Brown, Lisle/Cummings first reported a position in UnitedHealth in Q4 2021 and has held it in 19 quarters since.
  • Brown, Lisle/Cummings's UnitedHealth position peaked at $781K in Q3 2024.
  • 3,378 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Brown, Lisle/Cummings's 13F filing for Q2 2026, filed 2 Sep 2026.