Aaron Wealth Advisors
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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
Q3 		$4.14M Buy
11,266
+463
+4% +$186K 0.2% 57
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

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

Aaron Wealth Advisors's UNH Position: Q3 2026 in Review

Aaron Wealth Advisors increased its UnitedHealth (UNH) stake by 4.3% in Q3 2026, buying an estimated $186K and bringing the position to 11,266 shares worth $4.14M. The position accounts for 0.2% of the portfolio, ranked #57.

Aaron Wealth Advisors first reported a position in UNH in Q4 2020 and has held it in 24 quarters since. The position peaked at $4.49M in Q2 2026. 2,042 funds tracked by Wall St. Rank hold UNH as of Q3 2026.

  • Aaron Wealth Advisors held 11,266 shares of UnitedHealth worth $4.14M as of Q3 2026.
  • Aaron Wealth Advisors bought 463 UnitedHealth shares in Q3 2026, an estimated $186K.
  • UnitedHealth made up 0.2% of Aaron Wealth Advisors's portfolio in Q3 2026, its #57 holding.
  • Aaron Wealth Advisors first reported a position in UnitedHealth in Q4 2020 and has held it in 24 quarters since.
  • Aaron Wealth Advisors's UnitedHealth position peaked at $4.49M in Q2 2026.
  • 2,042 funds tracked by Wall St. Rank held UnitedHealth as of Q3 2026.

Based on Aaron Wealth Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.