Advisornet Financial’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $3.99M | Buy |
9,604
+66
| +0.7% | +$24.5K | 0.18% | 108 |
|
|
2026
Q1 | $2.58M | Sell |
9,538
-742
| -7% | -$221K | 0.13% | 142 |
|
|
2025
Q4 | $3.39M | Sell |
10,280
-464
| -4% | -$157K | 0.18% | 107 |
|
|
2025
Q3 | $3.71M | Sell |
10,744
-1,017
| -9% | -$308K | 0.21% | 101 |
|
|
2025
Q2 | $3.67M | Buy |
11,761
+421
| +4% | +$161K | 0.24% | 85 |
|
|
2025
Q1 | $5.94M | Buy |
11,340
+3,917
| +53% | +$2M | 0.44% | 46 |
|
|
2024
Q4 | $3.75M | Sell |
7,423
-169
| -2% | -$96K | 0.31% | 72 |
|
|
2024
Q3 | $4.44M | Buy |
7,592
+977
| +15% | +$553K | 0.33% | 72 |
|
|
2024
Q2 | $3.37M | Buy |
6,615
+648
| +11% | +$318K | 0.31% | 84 |
|
|
2024
Q1 | $2.95M | Sell |
5,967
-144
| -2% | -$73.2K | 0.28% | 83 |
|
|
2023
Q4 | $3.22M | Buy |
6,111
+189
| +3% | +$101K | 0.3% | 81 |
|
|
2023
Q3 | $2.99M | Sell |
5,922
-2,769
| -32% | -$1.36M | 0.27% | 89 |
|
|
2023
Q2 | $4.18M | Buy |
8,691
+251
| +3% | +$123K | 0.36% | 73 |
|
|
2023
Q1 | $3.99M | Buy |
8,440
+403
| +5% | +$194K | 0.36% | 70 |
|
|
2022
Q4 | $4.26M | Sell |
8,037
-5,944
| -43% | -$3.15M | 0.42% | 55 |
|
|
2022
Q3 | $7.06M | Sell |
13,981
-214
| -2% | -$113K | 0.7% | 28 |
|
|
2022
Q2 | $7.29M | Sell |
14,195
-4,020
| -22% | -$2.02M | 0.72% | 29 |
|
|
2022
Q1 | $9.29M | Buy |
18,215
+56
| +0.3% | +$27K | 0.58% | 35 |
|
|
2021
Q4 | $9.12M | Sell |
18,159
-77
| -0.4% | -$34.9K | 0.56% | 33 |
|
|
2021
Q3 | $7.13M | Sell |
18,236
-17,848
| -49% | -$7.39M | 0.5% | 43 |
|
|
2021
Q2 | $14.4M | Buy |
36,084
+12,369
| +52% | +$4.93M | 0.96% | 12 |
|
|
2021
Q1 | $8.82M | Buy |
23,715
+570
| +2% | +$198K | 0.63% | 28 |
|
|
2020
Q4 | $8.12M | Sell |
23,145
-3,010
| -12% | -$1.01M | 0.66% | 25 |
|
|
2020
Q3 | $8.15M | Sell |
26,155
-414
| -2% | -$127K | 0.7% | 22 |
|
|
2020
Q2 | $7.84M | Buy |
26,569
+106
| +0.4% | +$30.4K | 0.63% | 31 |
|
|
2020
Q1 | $6.6M | Buy |
26,463
+1,956
| +8% | +$538K | 0.61% | 36 |
|
|
2019
Q4 | $7.21M | Sell |
24,507
-18,739
| -43% | -$4.9M | 0.61% | 31 |
|
|
2019
Q3 | $9.4M | Buy |
43,246
+21,334
| +97% | +$5.15M | 0.86% | 19 |
|
|
2019
Q2 | $5.35M | Buy |
21,912
+3,001
| +16% | +$722K | 0.59% | 31 |
|
|
2019
Q1 | $4.68M | Buy |
18,911
+231
| +1% | +$58.9K | 0.57% | 33 |
|
|
2018
Q4 | $4.65M | Buy |
18,680
+979
| +6% | +$259K | 0.64% | 27 |
|
|
2018
Q3 | $4.71M | Buy |
17,701
+219
| +1% | +$57K | 0.59% | 27 |
|
|
2018
Q2 | $4.29M | Buy |
17,482
+117
| +0.7% | +$28.1K | 0.58% | 28 |
|
|
2018
Q1 | $3.72M | Buy |
17,365
+614
| +4% | +$140K | 0.51% | 34 |
|
|
2017
Q4 | $3.69M | Buy |
+16,751
| New | +$3.55M | 0.56% | 33 |
|
Other funds holding UNH
VAM
Advisornet Financial's UNH Position: Q2 2026 in Review
Advisornet Financial increased its UnitedHealth (UNH) stake by 0.69% in Q2 2026, buying an estimated $24.5K and bringing the position to 9,604 shares worth $3.99M. The position accounts for 0.18% of the portfolio, ranked #108.
Advisornet Financial first reported a position in UNH in Q4 2017 and has held it in 35 quarters since. The position peaked at $14.4M in Q2 2021. 1,733 funds tracked by Wall St. Rank hold UNH as of Q2 2026.
- Advisornet Financial held 9,604 shares of UnitedHealth worth $3.99M as of Q2 2026.
- Advisornet Financial bought 66 UnitedHealth shares in Q2 2026, an estimated $24.5K.
- UnitedHealth made up 0.18% of Advisornet Financial's portfolio in Q2 2026, its #108 holding.
- Advisornet Financial first reported a position in UnitedHealth in Q4 2017 and has held it in 35 quarters since.
- Advisornet Financial's UnitedHealth position peaked at $14.4M in Q2 2021.
- 1,733 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.
Based on Advisornet Financial's 13F filing for Q2 2026, filed 23 Jul 2026.