Advisory Resource Group’s UnitedHealth UNH Stock Holding History

Advisory Resource Group’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	$209K	Buy	+504	New	+$187K	0.03%	180
2025 Q2	–	Sell	-9,840	Closed	-$5.15M	–	179
2025 Q1	$5.15M	Buy	9,840 +9,400	+2,136%	+$4.81M	1.05%	26
2024 Q4	$223K	Buy	440 +17	+4%	+$9.66K	0.05%	152
2024 Q3	$247K	Hold	423	–	–	0.05%	149
2024 Q2	$215K	Hold	423	–	–	0.05%	150
2024 Q1	$209K	Buy	+423	New	+$215K	0.05%	155
2020 Q1	–	Sell	-4,835	Closed	-$1.42M	–	78
2019 Q4	$1.42M	Buy	4,835 +74	+2%	+$19.4K	0.8%	23
2019 Q3	$1.03M	Sell	4,761 -1	-0%	-$241	0.56%	35
2019 Q2	$1.16M	Buy	4,762 +253	+6%	+$60.9K	0.64%	33
2019 Q1	$1.09M	Buy	+4,509	New	+$1.15M	0.61%	29

Other funds holding UNH

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

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 Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

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

Advisory Resource Group's UNH Position: Q2 2026 in Review

Advisory Resource Group opened a new position in UnitedHealth (UNH) in Q2 2026: 504 shares worth $209K. The stake represents 0.03% of the portfolio and ranks #180 among its holdings. This is a return to the name: Advisory Resource Group previously reported a position in UNH as recently as Q1 2025.

Advisory Resource Group first reported a position in UNH in Q1 2019 and has held it in 10 quarters since. The position peaked at $5.15M in Q1 2025. 659 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

Advisory Resource Group held 504 shares of UnitedHealth worth $209K as of Q2 2026.
UnitedHealth was a new Advisory Resource Group position in Q2 2026.
UnitedHealth made up 0.03% of Advisory Resource Group's portfolio in Q2 2026, its #180 holding.
Advisory Resource Group first reported a position in UnitedHealth in Q1 2019 and has held it in 10 quarters since.
Advisory Resource Group's UnitedHealth position peaked at $5.15M in Q1 2025.
659 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Advisory Resource Group's 13F filing for Q2 2026, filed 14 Jul 2026.