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J. M. Brown & Associates’s UnitedHealth UNH Stock Holding History

J. M. Brown & Associates’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 		$264K Buy
+636
New +$236K 0.15% 143

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
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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

J. M. Brown & Associates's UNH Position: Q2 2026 in Review

J. M. Brown & Associates opened a new position in UnitedHealth (UNH) in Q2 2026: 636 shares worth $264K. The stake represents 0.15% of the portfolio and ranks #143 among its holdings.

3,229 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • J. M. Brown & Associates held 636 shares of UnitedHealth worth $264K as of Q2 2026.
  • UnitedHealth was a new J. M. Brown & Associates position in Q2 2026.
  • UnitedHealth made up 0.15% of J. M. Brown & Associates's portfolio in Q2 2026, its #143 holding.
  • 3,229 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on J. M. Brown & Associates's 13F filing for Q2 2026, filed 23 Jul 2026.