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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
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

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
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

AAF Wealth Management's UNH Position: Q2 2026 in Review

AAF Wealth Management opened a new position in UnitedHealth (UNH) in Q2 2026: 507 shares worth $211K. The stake represents 0.08% of the portfolio and ranks #55 among its holdings. This is a return to the name: AAF Wealth Management previously reported a position in UNH as recently as Q4 2020.

AAF Wealth Management first reported a position in UNH in Q4 2020 and has held it in 2 quarters since. The position peaked at $2.63M in Q4 2020. 1,176 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • AAF Wealth Management held 507 shares of UnitedHealth worth $211K as of Q2 2026.
  • UnitedHealth was a new AAF Wealth Management position in Q2 2026.
  • UnitedHealth made up 0.08% of AAF Wealth Management's portfolio in Q2 2026, its #55 holding.
  • AAF Wealth Management first reported a position in UnitedHealth in Q4 2020 and has held it in 2 quarters since.
  • AAF Wealth Management's UnitedHealth position peaked at $2.63M in Q4 2020.
  • 1,176 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on AAF Wealth Management's 13F filing for Q2 2026, filed 17 Jul 2026.