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AAFMAA Wealth Management & Trust’s UnitedHealth UNH Stock Holding History

AAFMAA Wealth Management & Trust’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 		$1.07M Sell
2,585
-6
-0.2% -$2.22K 0.38% 57
2026
Q1 		$701K Buy
+2,591
New +$772K 0.27% 68

Other funds holding UNH

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
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

AAFMAA Wealth Management & Trust's UNH Position: Q2 2026 in Review

AAFMAA Wealth Management & Trust reduced its UnitedHealth (UNH) stake by 0.23% in Q2 2026, selling an estimated $2.22K and leaving 2,585 shares worth $1.07M. The position accounts for 0.38% of the portfolio, ranked #57.

AAFMAA Wealth Management & Trust first reported a position in UNH in Q1 2026 and has held it in 2 quarters since. 1,059 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • AAFMAA Wealth Management & Trust held 2,585 shares of UnitedHealth worth $1.07M as of Q2 2026.
  • AAFMAA Wealth Management & Trust sold 6 UnitedHealth shares in Q2 2026, an estimated $2.22K.
  • UnitedHealth made up 0.38% of AAFMAA Wealth Management & Trust's portfolio in Q2 2026, its #57 holding.
  • AAFMAA Wealth Management & Trust first reported a position in UnitedHealth in Q1 2026 and has held it in 2 quarters since.
  • 1,059 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on AAFMAA Wealth Management & Trust's 13F filing for Q2 2026, filed 8 Jul 2026.