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Advisornet Financial’s UnitedHealth UNH Stock Holding History

Advisornet Financial’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 		$41.6K Sell
100
-100
-50% -$37.1K ﹤0.01% 1172
2026
Q1 		$54.1K Hold
200
– – ﹤0.01% 1031
2025
Q4 		$66K Hold
200
– – ﹤0.01% 968
2025
Q3 		$69.1K Hold
200
– – ﹤0.01% 919
2025
Q2 		$62.4K Buy
+200
New +$76.4K ﹤0.01% 923

Other funds holding UNH

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
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

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. 1,266 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.
  • 1,266 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.