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 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 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, Lisle/Cummings's UNH Position: Q1 2026 in Review

Brown, Lisle/Cummings increased its UnitedHealth (UNH) stake by 1.3% in Q1 2026, buying an estimated $5.06K and bringing the position to 1,316 shares worth $356K. The position accounts for 0.09% of the portfolio, ranked #178.

Brown, Lisle/Cummings first reported a position in UNH in Q4 2021 and has held it in 18 quarters since. The position peaked at $781K in Q3 2024. 3,020 funds tracked by Wall St. Rank hold UNH as of Q1 2026.

Brown, Lisle/Cummings held 1,316 shares of UnitedHealth worth $356K as of Q1 2026.
Brown, Lisle/Cummings bought 17 UnitedHealth shares in Q1 2026, an estimated $5.06K.
UnitedHealth made up 0.09% of Brown, Lisle/Cummings's portfolio in Q1 2026, its #178 holding.
Brown, Lisle/Cummings first reported a position in UnitedHealth in Q4 2021 and has held it in 18 quarters since.
Brown, Lisle/Cummings's UnitedHealth position peaked at $781K in Q3 2024.
3,020 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.

Based on Brown, Lisle/Cummings's 13F filing for Q1 2026, filed 20 Apr 2026.