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Buttonwood Financial Advisors’s UnitedHealth UNH Stock Holding History

Buttonwood Financial Advisors’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 		$567K Sell
1,365
-30
-2% -$11.1K 0.17% 78
2026
Q1 		$377K Sell
1,395
-108
-7% -$32.2K 0.13% 83
2025
Q4 		$496K Sell
1,503
-10
-0.7% -$3.39K 0.17% 75
2025
Q3 		$522K Sell
1,513
-31
-2% -$9.38K 0.18% 72
2025
Q2 		$482K Sell
1,544
-122
-7% -$46.6K 0.19% 73
2025
Q1 		$873K Sell
1,666
-29
-2% -$14.8K 0.38% 50
2024
Q4 		$858K Sell
1,695
-71
-4% -$40.3K 0.38% 51
2024
Q3 		$1.03M Sell
1,766
-89
-5% -$50.3K 0.45% 47
2024
Q2 		$945K Sell
1,855
-277
-13% -$136K 0.45% 48
2024
Q1 		$1.05M Sell
2,132
-87
-4% -$44.2K 0.5% 47
2023
Q4 		$1.17M Sell
2,219
-652
-23% -$348K 0.64% 40
2023
Q3 		$1.45M Buy
2,871
+102
+4% +$50.2K 0.92% 33
2023
Q2 		$1.33M Buy
2,769
+484
+21% +$237K 0.83% 34
2023
Q1 		$1.08M Sell
2,285
-45
-2% -$21.7K 0.84% 32
2022
Q4 		$1.24M Sell
2,330
-250
-10% -$132K 1.04% 27
2022
Q3 		$1.32M Hold
2,580
– – 1.19% 26
2022
Q2 		$1.32M Buy
2,580
+1,390
+117% +$698K 1.2% 26
2022
Q1 		$607K Buy
+1,190
New +$574K 0.55% 41

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
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
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

Buttonwood Financial Advisors's UNH Position: Q2 2026 in Review

Buttonwood Financial Advisors reduced its UnitedHealth (UNH) stake by 2.2% in Q2 2026, selling an estimated $11.1K and leaving 1,365 shares worth $567K. The position accounts for 0.17% of the portfolio, ranked #78.

Buttonwood Financial Advisors first reported a position in UNH in Q1 2022 and has held it in 18 quarters since. The position peaked at $1.45M in Q3 2023. 805 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • Buttonwood Financial Advisors held 1,365 shares of UnitedHealth worth $567K as of Q2 2026.
  • Buttonwood Financial Advisors sold 30 UnitedHealth shares in Q2 2026, an estimated $11.1K.
  • UnitedHealth made up 0.17% of Buttonwood Financial Advisors's portfolio in Q2 2026, its #78 holding.
  • Buttonwood Financial Advisors first reported a position in UnitedHealth in Q1 2022 and has held it in 18 quarters since.
  • Buttonwood Financial Advisors's UnitedHealth position peaked at $1.45M in Q3 2023.
  • 805 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Buttonwood Financial Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.