Morton Brown Family Wealth’s UnitedHealth UNH Stock Holding History

Morton Brown Family Wealth’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	$19.1K	Buy	46 +6	+15%	+$2.22K	﹤0.01%	162
2026 Q1	$10.8K	Buy	40 +18	+82%	+$5.36K	﹤0.01%	190
2025 Q4	$7.26K	Buy	22 +5	+29%	+$1.69K	﹤0.01%	211
2025 Q3	$5.87K	Sell	17 -14	-45%	-$4.23K	﹤0.01%	209
2025 Q2	$9.67K	Buy	31 +17	+121%	+$6.5K	﹤0.01%	194
2025 Q1	$7.33K	Buy	+14	New	+$7.16K	﹤0.01%	212
2024 Q1	–	Sell	-3	Closed	-$1.58K	–	294
2023 Q4	$1.58K	Buy	+3	New	+$1.6K	﹤0.01%	250
2023 Q2	–	Sell	-5	Closed	-$2.36K	–	286
2023 Q1	$2.36K	Buy	+5	New	+$2.41K	﹤0.01%	183
2022 Q1	–	Sell	-23	Closed	-$12K	–	209
2021 Q4	$12K	Buy	+23	New	+$10.4K	0.01%	117

Other funds holding UNH

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

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

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

Morton Brown Family Wealth's UNH Position: Q2 2026 in Review

Morton Brown Family Wealth increased its UnitedHealth (UNH) stake by 15% in Q2 2026, buying an estimated $2.22K and bringing the position to 46 shares worth $19.1K. The position accounts for ﹤0.01% of the portfolio, ranked #162.

Morton Brown Family Wealth first reported a position in UNH in Q4 2021 and has held it in 9 quarters since. 1,664 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

Morton Brown Family Wealth held 46 shares of UnitedHealth worth $19.1K as of Q2 2026.
Morton Brown Family Wealth bought 6 UnitedHealth shares in Q2 2026, an estimated $2.22K.
UnitedHealth made up ﹤0.01% of Morton Brown Family Wealth's portfolio in Q2 2026, its #162 holding.
Morton Brown Family Wealth first reported a position in UnitedHealth in Q4 2021 and has held it in 9 quarters since.
1,664 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Morton Brown Family Wealth's 13F filing for Q2 2026, filed 21 Jul 2026.