AAF Wealth Management
UNH icon

AAF Wealth Management’s UnitedHealth UNH Stock Holding History

AAF Wealth Management’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
Q3 		– Sell
-507
Closed -$211K – 64
2026
Q2 		$211K Buy
+507
New +$188K 0.08% 55
2021
Q1 		– Sell
-7,511
Closed -$2.63M – 23
2020
Q4 		$2.63M Buy
+7,511
New +$2.52M 2.39% 9

Other funds holding UNH

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $103B AUM 36.66% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

AAF Wealth Management's UNH Position: Q3 2026 in Review

AAF Wealth Management sold out of UnitedHealth (UNH) in Q3 2026, closing a stake of 507 shares — an estimated $211K sold.

AAF Wealth Management first reported a position in UNH in Q4 2020 and held it in 2 quarters. The position peaked at $2.63M in Q4 2020. 1,919 funds tracked by Wall St. Rank hold UNH as of Q3 2026.

  • AAF Wealth Management reported no remaining UnitedHealth position as of Q3 2026 after selling out during the quarter.
  • AAF Wealth Management sold 507 UnitedHealth shares in Q3 2026, an estimated $211K.
  • AAF Wealth Management first reported a position in UnitedHealth in Q4 2020 and held it in 2 quarters.
  • AAF Wealth Management's UnitedHealth position peaked at $2.63M in Q4 2020.
  • 1,919 funds tracked by Wall St. Rank held UnitedHealth as of Q3 2026.

Based on AAF Wealth Management's 13F filing for Q3 2026, filed 28 Oct 2026.