Advisory Services Network’s UnitedHealth UNH Stock Holding History

Advisory Services Network’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	$11.5M	Sell	42,661 -16,069	-27%	-$4.79M	0.15%	137
2025 Q4	$19.4M	Buy	58,730 +2,030	+4%	+$688K	0.27%	64
2025 Q3	$19.6M	Buy	56,700 +1,049	+2%	+$317K	0.29%	58
2025 Q2	$13.9M	Buy	55,651 +22,194	+66%	+$8.48M	0.22%	85
2025 Q1	$17.5M	Buy	33,457 +2,617	+8%	+$1.34M	0.34%	49
2024 Q4	$15.6M	Sell	30,840 -162	-0.5%	-$92K	0.29%	62
2024 Q3	$15.8M	Hold	31,002	–	–	0.33%	53
2024 Q2	$15.8M	Buy	31,002 +4,804	+18%	+$2.35M	0.33%	53
2024 Q1	$13M	Buy	26,198 +3,429	+15%	+$1.74M	0.29%	69
2023 Q4	$12M	Sell	22,769 -1,148	-5%	-$612K	0.29%	66
2023 Q3	$12.1M	Buy	23,917 +1,453	+6%	+$715K	0.32%	62
2023 Q2	$10.8M	Buy	22,464 +2,079	+10%	+$1.02M	0.29%	66
2023 Q1	$9.63M	Buy	20,385 +1,063	+6%	+$513K	0.27%	73
2022 Q4	$10.2M	Buy	19,322 +884	+5%	+$468K	0.31%	60
2022 Q3	$9.31M	Buy	18,438 +1,522	+9%	+$800K	0.33%	63
2022 Q2	$8.69M	Buy	16,916 +941	+6%	+$473K	0.3%	71
2022 Q1	$8.14M	Buy	15,975 +330	+2%	+$159K	0.24%	88
2021 Q4	$7.86M	Buy	15,645 +1,819	+13%	+$823K	0.23%	94
2021 Q3	$5.4M	Buy	13,826 +2,605	+23%	+$1.08M	0.17%	142
2021 Q2	$4.49M	Buy	11,221 +379	+3%	+$151K	0.14%	181
2021 Q1	$4.04M	Sell	10,842 -1,698	-14%	-$588K	0.15%	168
2020 Q4	$4.39M	Sell	12,540 -1,263	-9%	-$423K	0.18%	144
2020 Q3	$4.3M	Buy	13,803 +426	+3%	+$131K	0.2%	126
2020 Q2	$3.94M	Buy	13,377 +3,243	+32%	+$929K	0.22%	120
2020 Q1	$2.53M	Sell	10,134 -2,212	-18%	-$609K	0.17%	155
2019 Q4	$3.63M	Sell	12,346 -358	-3%	-$93.7K	0.19%	131
2019 Q3	$3.1M	Hold	12,704	–	–	0.19%	136
2019 Q2	$3.1M	Buy	12,704 +4,258	+50%	+$1.02M	0.19%	136
2019 Q1	$2.09M	Sell	8,446 -3,251	-28%	-$829K	0.15%	184
2018 Q4	$2.91M	Buy	11,697 +4,128	+55%	+$1.09M	0.25%	97
2018 Q3	$2.01M	Buy	7,569 +75	+1%	+$19.5K	0.15%	181
2018 Q2	$1.93M	Buy	7,494 +1,724	+30%	+$414K	0.15%	185
2018 Q1	$1.24M	Sell	5,770 -467	-7%	-$107K	0.1%	282
2017 Q4	$1.38M	Buy	6,237 +2,547	+69%	+$540K	0.12%	223
2017 Q3	$723K	Buy	3,690 +1,325	+56%	+$256K	0.08%	315
2017 Q2	$438K	Sell	2,365 -2,770	-54%	-$486K	0.06%	414
2017 Q1	$842K	Buy	+5,135	New	+$841K	0.12%	226
2016 Q3	$154K	Sell	1,098 -3,535	-76%	-$495K	0.03%	577
2016 Q2	$654K	Buy	4,633 +3,763	+433%	+$502K	0.15%	185
2016 Q1	$112K	Buy	870 +101	+13%	+$11.9K	0.03%	488
2015 Q4	$90K	Sell	769 -208	-21%	-$24.3K	0.03%	464
2015 Q3	$113K	Buy	977 +108	+12%	+$12.9K	0.03%	372
2015 Q2	$107K	Buy	869 +443	+104%	+$52.4K	0.03%	364
2015 Q1	$50K	Buy	426 +183	+75%	+$20.3K	0.01%	495
2014 Q4	$26K	Buy	+243	New	+$23K	0.01%	535
2014 Q1	–	Sell	-351	Closed	-$26K	–	766
2013 Q4	$26K	Buy	+351	New	+$25.2K	0.01%	424

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

Advisory Services Network's UNH Position: Q1 2026 in Review

Advisory Services Network reduced its UnitedHealth (UNH) stake by 27% in Q1 2026, selling an estimated $4.79M and leaving 42,661 shares worth $11.5M. The position accounts for 0.15% of the portfolio, ranked #137.

Advisory Services Network first reported a position in UNH in Q4 2013 and has held it in 46 quarters since. The position peaked at $19.6M in Q3 2025. 3,024 funds tracked by Wall St. Rank hold UNH as of Q1 2026.

Advisory Services Network held 42,661 shares of UnitedHealth worth $11.5M as of Q1 2026.
Advisory Services Network sold 16,069 UnitedHealth shares in Q1 2026, an estimated $4.79M.
UnitedHealth made up 0.15% of Advisory Services Network's portfolio in Q1 2026, its #137 holding.
Advisory Services Network first reported a position in UnitedHealth in Q4 2013 and has held it in 46 quarters since.
Advisory Services Network's UnitedHealth position peaked at $19.6M in Q3 2025.
3,024 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.

Based on Advisory Services Network's 13F filing for Q1 2026, filed 15 May 2026.