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Ables Iannone Moore & Associates’s UnitedHealth UNH Stock Holding History

Ables Iannone Moore & Associates’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 		$3.32M Sell
7,978
-587
-7% -$218K 1.77% 13
2026
Q1 		$2.32M Sell
8,565
-292
-3% -$87K 1.38% 17
2025
Q4 		$2.92M Sell
8,857
-162
-2% -$54.9K 1.6% 14
2025
Q3 		$3.11M Buy
9,019
+2,714
+43% +$821K 1.79% 15
2025
Q2 		$1.97M Buy
6,305
+2,457
+64% +$939K 1.22% 21
2025
Q1 		$2.02M Hold
3,848
– – 1.37% 18
2024
Q4 		$1.95M Buy
3,848
+37
+1% +$21K 1.2% 17
2024
Q3 		$2.23M Buy
3,811
+5
+0.1% +$2.83K 1.44% 17
2024
Q2 		$1.94M Buy
3,806
+175
+5% +$85.8K 1.28% 18
2024
Q1 		$1.8M Buy
3,631
+1,142
+46% +$581K 1.28% 20
2023
Q4 		$1.31M Buy
+2,489
New +$1.33M 1% 22

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
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
OIAM
OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Ables Iannone Moore & Associates's UNH Position: Q2 2026 in Review

Ables Iannone Moore & Associates reduced its UnitedHealth (UNH) stake by 6.9% in Q2 2026, selling an estimated $218K and leaving 7,978 shares worth $3.32M. The position accounts for 1.77% of the portfolio, ranked #13.

Ables Iannone Moore & Associates first reported a position in UNH in Q4 2023 and has held it in 11 quarters since. 612 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • Ables Iannone Moore & Associates held 7,978 shares of UnitedHealth worth $3.32M as of Q2 2026.
  • Ables Iannone Moore & Associates sold 587 UnitedHealth shares in Q2 2026, an estimated $218K.
  • UnitedHealth made up 1.77% of Ables Iannone Moore & Associates's portfolio in Q2 2026, its #13 holding.
  • Ables Iannone Moore & Associates first reported a position in UnitedHealth in Q4 2023 and has held it in 11 quarters since.
  • 612 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Ables Iannone Moore & Associates's 13F filing for Q2 2026, filed 13 Jul 2026.