Advisors Asset Management’s UnitedHealth UNH Stock Holding History

Advisors Asset Management’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 Q1	$16.6M	Buy	61,167 +12,890	+27%	+$3.84M	0.28%	62
2025 Q4	$15.9M	Buy	48,277 +4,909	+11%	+$1.66M	0.27%	60
2025 Q3	$15M	Buy	43,368 +5,863	+16%	+$1.77M	0.25%	64
2025 Q2	$11.7M	Buy	37,505 +45	+0.1%	+$17.2K	0.21%	101
2025 Q1	$19.6M	Sell	37,460 -2,269	-6%	-$1.16M	0.37%	38
2024 Q4	$20.1M	Sell	39,729 -1,365	-3%	-$776K	0.37%	41
2024 Q3	$24M	Sell	41,094 -805	-2%	-$455K	0.44%	34
2024 Q2	$21.3M	Buy	41,899 +153	+0.4%	+$75K	0.42%	34
2024 Q1	$20.7M	Buy	41,746 +4,538	+12%	+$2.31M	0.4%	37
2023 Q4	$19.6M	Sell	37,208 -1,754	-5%	-$935K	0.4%	42
2023 Q3	$19.6M	Sell	38,962 -808	-2%	-$398K	0.42%	40
2023 Q2	$19.1M	Buy	39,770 +175	+0.4%	+$85.6K	0.39%	46
2023 Q1	$18.7M	Sell	39,595 -1,344	-3%	-$649K	0.38%	46
2022 Q4	$21.7M	Sell	40,939 -954	-2%	-$505K	0.45%	41
2022 Q3	$21.2M	Buy	41,893 +949	+2%	+$499K	0.44%	39
2022 Q2	$21M	Sell	40,944 -245	-0.6%	-$123K	0.4%	44
2022 Q1	$21M	Buy	41,189 +640	+2%	+$309K	0.32%	55
2021 Q4	$20.4M	Buy	40,549 +2,736	+7%	+$1.24M	0.29%	64
2021 Q3	$14.8M	Sell	37,813 -12,468	-25%	-$5.16M	0.22%	84
2021 Q2	$20.1M	Sell	50,281 -3,095	-6%	-$1.23M	0.3%	61
2021 Q1	$19.9M	Sell	53,376 -2,654	-5%	-$920K	0.31%	55
2020 Q4	$19.6M	Sell	56,030 -4,702	-8%	-$1.58M	0.33%	47
2020 Q3	$18.9M	Buy	60,732 +264	+0.4%	+$81.1K	0.35%	47
2020 Q2	$17.8M	Buy	60,468 +915	+2%	+$262K	0.35%	49
2020 Q1	$14.9M	Sell	59,553 -1,075	-2%	-$296K	0.35%	54
2019 Q4	$17.8M	Sell	60,628 -5,991	-9%	-$1.57M	0.31%	69
2019 Q3	$14.5M	Sell	66,619 -7,947	-11%	-$1.92M	0.27%	79
2019 Q2	$18.2M	Sell	74,566 -6,649	-8%	-$1.6M	0.33%	65
2019 Q1	$20.1M	Sell	81,215 -2,253	-3%	-$575K	0.36%	56
2018 Q4	$20.8M	Sell	83,468 -3,661	-4%	-$967K	0.42%	43
2018 Q3	$23.2M	Buy	87,129 +2,624	+3%	+$683K	0.38%	48
2018 Q2	$20.7M	Sell	84,505 -2,938	-3%	-$705K	0.35%	59
2018 Q1	$19.7M	Sell	87,443 -8,741	-9%	-$2M	0.33%	61
2017 Q4	$21.2M	Sell	96,184 -3,272	-3%	-$693K	0.35%	62
2017 Q3	$19.5M	Sell	99,456 -10,643	-10%	-$2.06M	0.33%	66
2017 Q2	$20.4M	Sell	110,099 -7,944	-7%	-$1.39M	0.34%	59
2017 Q1	$19.4M	Sell	118,043 -11,853	-9%	-$1.94M	0.32%	63
2016 Q4	$20.8M	Sell	129,896 -11,059	-8%	-$1.65M	0.35%	54
2016 Q3	$19.7M	Buy	140,955 +1,719	+1%	+$241K	0.32%	62
2016 Q2	$19.7M	Buy	139,236 +12,791	+10%	+$1.71M	0.32%	57
2016 Q1	$16.3M	Buy	126,445 +29,460	+30%	+$3.48M	0.27%	83
2015 Q4	$11.4M	Buy	96,985 +49,719	+105%	+$5.81M	0.18%	151
2015 Q3	$5.48M	Buy	47,266 +30,839	+188%	+$3.69M	0.09%	313
2015 Q2	$2M	Buy	16,427 +5,903	+56%	+$698K	0.03%	667
2015 Q1	$1.25M	Sell	10,524 -2,318	-18%	-$257K	0.02%	806
2014 Q4	$1.3M	Sell	12,842 -3,521	-22%	-$334K	0.02%	771
2014 Q3	$1.41M	Sell	16,363 -1,343	-8%	-$113K	0.02%	719
2014 Q2	$1.45M	Sell	17,706 -1,308	-7%	-$103K	0.02%	709
2014 Q1	$1.56M	Sell	19,014 -3,882	-17%	-$292K	0.02%	632
2013 Q4	$1.72M	Buy	22,896 +1,704	+8%	+$122K	0.03%	555
2013 Q3	$1.52M	Buy	21,192 +969	+5%	+$69.3K	0.03%	540
2013 Q2	$1.32M	Buy	+20,223	New	+$1.26M	0.03%	571

Other funds holding UNH

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Advisors Asset Management's UNH Position: Q1 2026 in Review

Advisors Asset Management increased its UnitedHealth (UNH) stake by 27% in Q1 2026, buying an estimated $3.84M and bringing the position to 61,167 shares worth $16.6M. The position accounts for 0.28% of the portfolio, ranked #62.

Advisors Asset Management first reported a position in UNH in Q2 2013 and has held it in 52 quarters since. The position peaked at $24M in Q3 2024. 3,024 funds tracked by Wall St. Rank hold UNH as of Q1 2026.

Advisors Asset Management held 61,167 shares of UnitedHealth worth $16.6M as of Q1 2026.
Advisors Asset Management bought 12,890 UnitedHealth shares in Q1 2026, an estimated $3.84M.
UnitedHealth made up 0.28% of Advisors Asset Management's portfolio in Q1 2026, its #62 holding.
Advisors Asset Management first reported a position in UnitedHealth in Q2 2013 and has held it in 52 quarters since.
Advisors Asset Management's UnitedHealth position peaked at $24M in Q3 2024.
3,024 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.

Based on Advisors Asset Management's 13F filing for Q1 2026, filed 15 May 2026.