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Birchwood Financial Partners, Inc. → UNH
Birchwood Financial Partners, Inc. UNH Position History
UnitedHealth Group Incorporated • Insurance
Quarters held
4
Latest value
$2.1M
Q3 2026
Peak value
$2.4M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $2M |
| Q1 2026 | $1.7M |
| Q2 2026 | $2.4M |
| Q3 2026 | $2.1M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $2.1M | 5.7K | — | — |
| Q2 2026 | $2.4M | 5.8K | — | — |
| Q1 2026 | $1.7M | 6.1K | — | — |
| Q4 2025 | $2M | 6.1K | — | — |
Other funds holding UNH
$45.3B
$28.2B
$27.2B
$26.6B
$23.7B
$23.1B
Other Birchwood Financial Partners, Inc. positions
ETHA
$9.2MISHARES ESG AWARE MSCI USA ETF
ETHA
$7.9MISHARES ESG AWARE MSCI USA ETF
ETHA
$7.2MISHARES ESG AWARE MSCI USA ETF
PDI
$7MPIMCO ACTIVE BOND EXCHANGE-TRADED FUND
ETHA
$6.7MISHARES ESG AWARE MSCI USA ETF
VGES
$6.2MVANGUARD S&P 500 ETF
SCHW-PJ
$6.1MSCHWAB FUNDAMENTAL INTERNATIONAL EQUITY ETF
PDI
$5.7MPIMCO ACTIVE BOND EXCHANGE-TRADED FUND