AWM
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AE Wealth Management’s UnitedHealth UNH Stock Holding History

AE Wealth 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
2019
Q3 		– Sell
-400
Closed -$1K – 1070
2019
Q2 		$1K Buy
+400
New +$96.2K ﹤0.01% 972

Other funds holding UNH

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

AE Wealth Management's UNH Position: Q1 2026 in Review

AE Wealth Management increased its UnitedHealth (UNH) stake by 187% in Q1 2026, buying an estimated $29.2M and bringing the position to 150,688 shares worth $40.8M. The position accounts for 0.22% of the portfolio, ranked #111.

AE Wealth Management first reported a position in UNH in Q4 2016 and has held it in 38 quarters since. The position peaked at $85.7M in Q1 2025. 3,020 funds tracked by Wall St. Rank hold UNH as of Q1 2026.

  • AE Wealth Management held 150,688 shares of UnitedHealth worth $40.8M as of Q1 2026.
  • AE Wealth Management bought 98,112 UnitedHealth shares in Q1 2026, an estimated $29.2M.
  • UnitedHealth made up 0.22% of AE Wealth Management's portfolio in Q1 2026, its #111 holding.
  • AE Wealth Management first reported a position in UnitedHealth in Q4 2016 and has held it in 38 quarters since.
  • AE Wealth Management's UnitedHealth position peaked at $85.7M in Q1 2025.
  • 3,020 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.

Based on AE Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.