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

J. M. Brown & Associates Inc.’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

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

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

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 Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

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

J. M. Brown & Associates Inc. 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.

1,059 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

J. M. Brown & Associates Inc. held 636 shares of UnitedHealth worth $264K as of Q2 2026.
UnitedHealth was a new J. M. Brown & Associates Inc. position in Q2 2026.
UnitedHealth made up 0.15% of J. M. Brown & Associates Inc.'s portfolio in Q2 2026, its #143 holding.
1,059 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

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