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Brown Shipley & Co’s UnitedHealth UNH Stock Holding History

Brown Shipley & Co’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 		$2.28M Sell
5,485
-255
-4% -$94.5K 1.18% 22
2026
Q1 		$1.55M Sell
5,740
-4,374
-43% -$1.3M 0.93% 25
2025
Q4 		$3.34M Sell
10,114
-588
-5% -$199K 1.79% 16
2025
Q3 		$3.7M Sell
10,702
-459
-4% -$139K 1.95% 14
2025
Q2 		$3.48M Sell
11,161
-144
-1% -$55K 1.92% 16
2025
Q1 		$5.92M Sell
11,305
-794
-7% -$406K 3.35% 12
2024
Q4 		$6.12M Sell
12,099
-2,456
-17% -$1.4M 3.04% 12
2024
Q3 		$8.51M Sell
14,555
-393
-3% -$222K 4.19% 8
2024
Q2 		$7.61M Sell
14,948
-1,869
-11% -$916K 3.43% 11
2024
Q1 		$8.24M Buy
16,817
+1,983
+13% +$1.01M 2.59% 15
2023
Q4 		$7.81M Buy
14,834
+2,758
+23% +$1.47M 3.87% 10
2023
Q3 		$6.09M Buy
12,076
+1,039
+9% +$511K 3.36% 10
2023
Q2 		$5.3M Buy
11,037
+2,389
+28% +$1.17M 2.17% 16
2023
Q1 		$4.09M Buy
+8,648
New +$4.17M 2.64% 15

Other funds holding UNH

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
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
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 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

Brown Shipley & Co's UNH Position: Q2 2026 in Review

Brown Shipley & Co reduced its UnitedHealth (UNH) stake by 4.4% in Q2 2026, selling an estimated $94.5K and leaving 5,485 shares worth $2.28M. The position accounts for 1.18% of the portfolio, ranked #22.

Brown Shipley & Co first reported a position in UNH in Q1 2023 and has held it in 14 quarters since. The position peaked at $8.51M in Q3 2024. 1,542 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • Brown Shipley & Co held 5,485 shares of UnitedHealth worth $2.28M as of Q2 2026.
  • Brown Shipley & Co sold 255 UnitedHealth shares in Q2 2026, an estimated $94.5K.
  • UnitedHealth made up 1.18% of Brown Shipley & Co's portfolio in Q2 2026, its #22 holding.
  • Brown Shipley & Co first reported a position in UnitedHealth in Q1 2023 and has held it in 14 quarters since.
  • Brown Shipley & Co's UnitedHealth position peaked at $8.51M in Q3 2024.
  • 1,542 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Brown Shipley & Co's 13F filing for Q2 2026, filed 14 Jul 2026.