Brown Shipley & Co
UNH icon

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
Q3 		$2.04M Buy
5,544
+59
+1% +$23.8K 0.98% 24
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

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $103B AUM 36.66% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Brown Shipley & Co's UNH Position: Q3 2026 in Review

Brown Shipley & Co increased its UnitedHealth (UNH) stake by 1.1% in Q3 2026, buying an estimated $23.8K and bringing the position to 5,544 shares worth $2.04M. The position accounts for 0.98% of the portfolio, ranked #24.

Brown Shipley & Co first reported a position in UNH in Q1 2023 and has held it in 15 quarters since. The position peaked at $8.51M in Q3 2024. 1,919 funds tracked by Wall St. Rank hold UNH as of Q3 2026.

  • Brown Shipley & Co held 5,544 shares of UnitedHealth worth $2.04M as of Q3 2026.
  • Brown Shipley & Co bought 59 UnitedHealth shares in Q3 2026, an estimated $23.8K.
  • UnitedHealth made up 0.98% of Brown Shipley & Co's portfolio in Q3 2026, its #24 holding.
  • Brown Shipley & Co first reported a position in UnitedHealth in Q1 2023 and has held it in 15 quarters since.
  • Brown Shipley & Co's UnitedHealth position peaked at $8.51M in Q3 2024.
  • 1,919 funds tracked by Wall St. Rank held UnitedHealth as of Q3 2026.

Based on Brown Shipley & Co's 13F filing for Q3 2026, filed 9 Oct 2026.