BB
UNH icon

Burford Brothers’s UnitedHealth UNH Stock Holding History

Burford Brothers’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 		$1.16M Buy
2,799
+61
+2% +$22.6K 0.43% 53
2026
Q1 		$741K Buy
2,738
+363
+15% +$108K 0.3% 81
2025
Q4 		$784K Sell
2,375
-448
-16% -$152K 0.32% 70
2025
Q3 		$975K Sell
2,823
-216
-7% -$65.3K 0.42% 53
2025
Q2 		$948K Buy
3,039
+29
+1% +$11.1K 0.44% 54
2025
Q1 		$1.58M Buy
3,010
+107
+4% +$54.7K 0.77% 29
2024
Q4 		$1.47M Buy
2,903
+8
+0.3% +$4.54K 0.72% 28
2024
Q3 		$1.69M Buy
2,895
+164
+6% +$92.8K 0.88% 24
2024
Q2 		$1.39M Buy
2,731
+187
+7% +$91.7K 0.81% 31
2024
Q1 		$1.26M Buy
2,544
+173
+7% +$88K 0.83% 30
2023
Q4 		$1.25M Buy
+2,371
New +$1.26M 0.88% 28

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

Burford Brothers's UNH Position: Q2 2026 in Review

Burford Brothers increased its UnitedHealth (UNH) stake by 2.2% in Q2 2026, buying an estimated $22.6K and bringing the position to 2,799 shares worth $1.16M. The position accounts for 0.43% of the portfolio, ranked #53.

Burford Brothers first reported a position in UNH in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.69M in Q3 2024. 3,385 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • Burford Brothers held 2,799 shares of UnitedHealth worth $1.16M as of Q2 2026.
  • Burford Brothers bought 61 UnitedHealth shares in Q2 2026, an estimated $22.6K.
  • UnitedHealth made up 0.43% of Burford Brothers's portfolio in Q2 2026, its #53 holding.
  • Burford Brothers first reported a position in UnitedHealth in Q4 2023 and has held it in 11 quarters since.
  • Burford Brothers's UnitedHealth position peaked at $1.69M in Q3 2024.
  • 3,385 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Burford Brothers's 13F filing for Q2 2026, filed 28 Jul 2026.