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AA Financial Advisors’s UnitedHealth UNH Stock Holding History

AA Financial Advisors’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 		$952K Buy
2,291
+1,262
+123% +$468K 0.11% 116
2026
Q1 		$278K Sell
1,029
-2,015
-66% -$600K 0.04% 185
2025
Q4 		$1M Buy
3,044
+765
+34% +$259K 0.19% 88
2025
Q3 		$787K Buy
2,279
+74
+3% +$22.4K 0.15% 89
2025
Q2 		$688K Buy
2,205
+367
+20% +$140K 0.15% 89
2025
Q1 		$963K Sell
1,838
-35
-2% -$17.9K 0.23% 71
2024
Q4 		$947K Buy
1,873
+147
+9% +$83.5K 0.25% 70
2024
Q3 		$1.01M Buy
1,726
+82
+5% +$46.4K 0.29% 68
2024
Q2 		$837K Sell
1,644
-464
-22% -$227K 0.3% 71
2024
Q1 		$1.04M Buy
+2,108
New +$1.07M 0.42% 60

Other funds holding UNH

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
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
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return

AA Financial Advisors's UNH Position: Q2 2026 in Review

AA Financial Advisors increased its UnitedHealth (UNH) stake by 123% in Q2 2026, buying an estimated $468K and bringing the position to 2,291 shares worth $952K. The position accounts for 0.11% of the portfolio, ranked #116.

AA Financial Advisors first reported a position in UNH in Q1 2024 and has held it in 10 quarters since. The position peaked at $1.04M in Q1 2024. 1,155 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • AA Financial Advisors held 2,291 shares of UnitedHealth worth $952K as of Q2 2026.
  • AA Financial Advisors bought 1,262 UnitedHealth shares in Q2 2026, an estimated $468K.
  • UnitedHealth made up 0.11% of AA Financial Advisors's portfolio in Q2 2026, its #116 holding.
  • AA Financial Advisors first reported a position in UnitedHealth in Q1 2024 and has held it in 10 quarters since.
  • AA Financial Advisors's UnitedHealth position peaked at $1.04M in Q1 2024.
  • 1,155 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on AA Financial Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.