JWBC
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J.W. Burns & Co’s UnitedHealth UNH Stock Holding History

J.W. Burns & 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 		$481K Buy
1,158
+8
+0.7% +$2.96K 0.05% 141
2026
Q1 		$311K Sell
1,150
-212
-16% -$63.1K 0.04% 157
2025
Q4 		$450K Buy
1,362
+81
+6% +$27.4K 0.05% 139
2025
Q3 		$442K Sell
1,281
-474
-27% -$143K 0.05% 141
2025
Q2 		$548K Sell
1,755
-11,199
-86% -$4.28M 0.07% 129
2025
Q1 		$6.78M Sell
12,954
-1,389
-10% -$710K 0.88% 33
2024
Q4 		$7.26M Sell
14,343
-246
-2% -$140K 0.93% 29
2024
Q3 		$8.53M Sell
14,589
-126
-0.9% -$71.3K 1.11% 27
2024
Q2 		$7.49M Sell
14,715
-3
-0% -$1.47K 1.01% 27
2024
Q1 		$7.28M Buy
14,718
+199
+1% +$101K 1.01% 31
2023
Q4 		$7.64M Buy
14,519
+54
+0.4% +$28.8K 1.13% 23
2023
Q3 		$7.29M Buy
14,465
+1,179
+9% +$580K 1.18% 22
2023
Q2 		$6.39M Buy
13,286
+482
+4% +$236K 1.02% 29
2023
Q1 		$6.05M Buy
12,804
+455
+4% +$220K 1.03% 29
2022
Q4 		$6.55M Buy
12,349
+1,612
+15% +$854K 1.2% 26
2022
Q3 		$5.42M Buy
10,737
+3,383
+46% +$1.78M 1.06% 29
2022
Q2 		$3.78M Buy
7,354
+1,157
+19% +$581K 0.71% 44
2022
Q1 		$3.16M Buy
6,197
+254
+4% +$123K 0.5% 53
2021
Q4 		$2.98M Buy
5,943
+194
+3% +$87.8K 0.43% 55
2021
Q3 		$2.25M Buy
5,749
+30
+0.5% +$12.4K 0.35% 61
2021
Q2 		$2.29M Sell
5,719
-111
-2% -$44.3K 0.36% 62
2021
Q1 		$2.17M Buy
5,830
+515
+10% +$178K 0.37% 64
2020
Q4 		$1.86M Buy
5,315
+215
+4% +$72.1K 0.33% 65
2020
Q3 		$1.59M Buy
5,100
+35
+0.7% +$10.8K 0.32% 66
2020
Q2 		$1.49M Buy
5,065
+155
+3% +$44.4K 0.33% 69
2020
Q1 		$1.22M Sell
4,910
-13
-0.3% -$3.58K 0.33% 69
2019
Q4 		$1.45M Buy
4,923
+135
+3% +$35.3K 0.31% 76
2019
Q3 		$1.04M Buy
4,788
+385
+9% +$92.9K 0.24% 85
2019
Q2 		$1.07M Buy
4,403
+1,480
+51% +$356K 0.25% 86
2019
Q1 		$723K Buy
+2,923
New +$745K 0.18% 100

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

J.W. Burns & Co's UNH Position: Q2 2026 in Review

J.W. Burns & Co increased its UnitedHealth (UNH) stake by 0.7% in Q2 2026, buying an estimated $2.96K and bringing the position to 1,158 shares worth $481K. The position accounts for 0.05% of the portfolio, ranked #141.

J.W. Burns & Co first reported a position in UNH in Q1 2019 and has held it in 30 quarters since. The position peaked at $8.53M in Q3 2024. 1,542 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • J.W. Burns & Co held 1,158 shares of UnitedHealth worth $481K as of Q2 2026.
  • J.W. Burns & Co bought 8 UnitedHealth shares in Q2 2026, an estimated $2.96K.
  • UnitedHealth made up 0.05% of J.W. Burns & Co's portfolio in Q2 2026, its #141 holding.
  • J.W. Burns & Co first reported a position in UnitedHealth in Q1 2019 and has held it in 30 quarters since.
  • J.W. Burns & Co's UnitedHealth position peaked at $8.53M in Q3 2024.
  • 1,542 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on J.W. Burns & Co's 13F filing for Q2 2026, filed 15 Jul 2026.