AWA
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Aaron Wealth Advisors’s UnitedHealth UNH Stock Holding History

Aaron Wealth 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 		$4.49M Buy
10,803
+1,856
+21% +$688K 0.23% 53
2026
Q1 		$2.42M Sell
8,947
-1,339
-13% -$399K 0.14% 88
2025
Q4 		$3.4M Buy
10,286
+378
+4% +$128K 0.19% 73
2025
Q3 		$3.42M Buy
9,908
+6,794
+218% +$2.05M 0.2% 56
2025
Q2 		$971K Sell
3,114
-1,661
-35% -$635K 0.1% 135
2025
Q1 		$2.5M Buy
4,775
+307
+7% +$157K 0.29% 53
2024
Q4 		$2.26M Buy
4,468
+318
+8% +$181K 0.26% 56
2024
Q3 		$2.43M Buy
4,150
+661
+19% +$374K 0.29% 52
2024
Q2 		$1.78M Sell
3,489
-245
-7% -$120K 0.25% 59
2024
Q1 		$1.85M Buy
3,734
+1,022
+38% +$520K 0.26% 57
2023
Q4 		$1.43M Buy
2,712
+324
+14% +$173K 0.24% 58
2023
Q3 		$1.2M Sell
2,388
-141
-6% -$69.4K 0.16% 82
2023
Q2 		$1.22M Buy
2,529
+127
+5% +$62.1K 0.16% 86
2023
Q1 		$1.14M Buy
2,402
+295
+14% +$142K 0.16% 89
2022
Q4 		$1.12M Sell
2,107
-49
-2% -$26K 0.16% 90
2022
Q3 		$1.09M Buy
2,156
+357
+20% +$188K 0.2% 73
2022
Q2 		$924K Buy
1,799
+219
+14% +$110K 0.23% 66
2022
Q1 		$806K Sell
1,580
-214
-12% -$103K 0.19% 75
2021
Q4 		$900K Buy
1,794
+242
+16% +$110K 0.25% 60
2021
Q3 		$606K Buy
1,552
+7
+0.5% +$2.9K 0.17% 76
2021
Q2 		$618K Buy
1,545
+71
+5% +$28.3K 0.2% 74
2021
Q1 		$548K Sell
1,474
-25
-2% -$8.66K 0.2% 79
2020
Q4 		$525K Buy
+1,499
New +$502K 0.19% 73

Other funds holding UNH

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Aaron Wealth Advisors's UNH Position: Q2 2026 in Review

Aaron Wealth Advisors increased its UnitedHealth (UNH) stake by 21% in Q2 2026, buying an estimated $688K and bringing the position to 10,803 shares worth $4.49M. The position accounts for 0.23% of the portfolio, ranked #53.

Aaron Wealth Advisors first reported a position in UNH in Q4 2020 and has held it in 23 quarters since. 3,378 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • Aaron Wealth Advisors held 10,803 shares of UnitedHealth worth $4.49M as of Q2 2026.
  • Aaron Wealth Advisors bought 1,856 UnitedHealth shares in Q2 2026, an estimated $688K.
  • UnitedHealth made up 0.23% of Aaron Wealth Advisors's portfolio in Q2 2026, its #53 holding.
  • Aaron Wealth Advisors first reported a position in UnitedHealth in Q4 2020 and has held it in 23 quarters since.
  • 3,378 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Aaron Wealth Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.