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
2021 Q4	–	Sell	-9,000	Closed	-$48K	–	1795
2021 Q3	$48K	Hold	9,000	–	–	﹤0.01%	1574
2021 Q2	$45K	Hold	9,000	–	–	﹤0.01%	1546
2021 Q1	$140K	Buy	+9,000	New	+$3.12M	﹤0.01%	1431
2020 Q4	–	Sell	-1,700	Closed	-$2K	–	1433
2020 Q3	$2K	Hold	1,700	–	–	﹤0.01%	1269
2020 Q2	$10K	Hold	1,700	–	–	﹤0.01%	1241
2020 Q1	$26K	Hold	1,700	–	–	﹤0.01%	1085
2019 Q4	$7K	Buy	+1,700	New	+$445K	﹤0.01%	1121

Other funds holding UNH

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

AE Wealth Management's UNH Position: Q2 2026 in Review

AE Wealth Management increased its UnitedHealth (UNH) stake by 29% in Q2 2026, buying an estimated $16.2M and bringing the position to 194,452 shares worth $80.8M. The position accounts for 0.38% of the portfolio, ranked #66.

AE Wealth Management first reported a position in UNH in Q4 2016 and has held it in 39 quarters since. The position peaked at $85.7M in Q1 2025. 3,378 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

AE Wealth Management held 194,452 shares of UnitedHealth worth $80.8M as of Q2 2026.
AE Wealth Management bought 43,764 UnitedHealth shares in Q2 2026, an estimated $16.2M.
UnitedHealth made up 0.38% of AE Wealth Management's portfolio in Q2 2026, its #66 holding.
AE Wealth Management first reported a position in UnitedHealth in Q4 2016 and has held it in 39 quarters since.
AE Wealth Management's UnitedHealth position peaked at $85.7M in Q1 2025.
3,378 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on AE Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.