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Brown Miller Wealth Management’s UnitedHealth UNH Stock Holding History

Brown Miller Wealth 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
2026
Q2 		$4.86M Buy
11,685
+618
+6% +$229K 1.22% 17
2026
Q1 		$2.99M Buy
11,067
+676
+7% +$201K 0.85% 31
2025
Q4 		$3.43M Buy
10,391
+238
+2% +$80.7K 0.95% 27
2025
Q3 		$3.51M Buy
10,153
+2,925
+40% +$885K 0.99% 24
2025
Q2 		$2.25M Buy
7,228
+648
+10% +$248K 0.7% 36
2025
Q1 		$3.45M Buy
6,580
+470
+8% +$240K 1.19% 19
2024
Q4 		$3.09M Sell
6,110
-26
-0.4% -$14.8K 1.19% 22
2024
Q3 		$3.59M Buy
6,136
+64
+1% +$36.2K 1.39% 14
2024
Q2 		$3.09M Buy
6,072
+156
+3% +$76.5K 1.28% 18
2024
Q1 		$2.93M Buy
5,916
+219
+4% +$111K 1.29% 21
2023
Q4 		$3M Buy
5,697
+42
+0.7% +$22.4K 1.5% 14
2023
Q3 		$2.85M Sell
5,655
-433
-7% -$213K 1.59% 12
2023
Q2 		$2.93M Sell
6,088
-7
-0.1% -$3.42K 1.58% 12
2023
Q1 		$2.88M Sell
6,095
-34
-0.6% -$16.4K 1.7% 12
2022
Q4 		$3.25M Buy
6,129
+23
+0.4% +$12.2K 2.05% 9
2022
Q3 		$3.08M Buy
6,106
+280
+5% +$147K 2.19% 10
2022
Q2 		$2.99M Buy
5,826
+171
+3% +$85.9K 2.04% 9
2022
Q1 		$2.88M Buy
5,655
+124
+2% +$59.8K 1.67% 14
2021
Q4 		$2.78M Buy
5,531
+72
+1% +$32.6K 1.59% 16
2021
Q3 		$2.13M Buy
5,459
+127
+2% +$52.6K 1.34% 20
2021
Q2 		$2.13M Buy
5,332
+148
+3% +$59K 1.36% 20
2021
Q1 		$1.93M Buy
5,184
+239
+5% +$82.8K 1.36% 19
2020
Q4 		$1.73M Buy
+4,945
New +$1.66M 1.3% 23

Other funds holding UNH

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
PAM
PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Brown Miller Wealth Management's UNH Position: Q2 2026 in Review

Brown Miller Wealth Management increased its UnitedHealth (UNH) stake by 5.6% in Q2 2026, buying an estimated $229K and bringing the position to 11,685 shares worth $4.86M. The position accounts for 1.22% of the portfolio, ranked #17.

Brown Miller Wealth Management first reported a position in UNH in Q4 2020 and has held it in 23 quarters since. 1,059 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • Brown Miller Wealth Management held 11,685 shares of UnitedHealth worth $4.86M as of Q2 2026.
  • Brown Miller Wealth Management bought 618 UnitedHealth shares in Q2 2026, an estimated $229K.
  • UnitedHealth made up 1.22% of Brown Miller Wealth Management's portfolio in Q2 2026, its #17 holding.
  • Brown Miller Wealth Management first reported a position in UnitedHealth in Q4 2020 and has held it in 23 quarters since.
  • 1,059 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Brown Miller Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.