AF
UNH icon

Affiance Financial’s UnitedHealth UNH Stock Holding History

Affiance Financial’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 		$2.42M Sell
5,824
-73
-1% -$27.1K 0.35% 36
2026
Q1 		$1.6M Buy
5,897
+6
+0.1% +$1.79K 0.26% 42
2025
Q4 		$1.94M Sell
5,891
-132
-2% -$44.7K 0.31% 40
2025
Q3 		$2.08M Buy
6,023
+159
+3% +$48.1K 0.38% 35
2025
Q2 		$1.83M Buy
5,864
+26
+0.4% +$9.94K 0.37% 33
2025
Q1 		$3.06M Sell
5,838
-140
-2% -$71.6K 0.71% 22
2024
Q4 		$3.02M Buy
5,978
+16
+0.3% +$9.09K 0.72% 22
2024
Q3 		$3.49M Sell
5,962
-6
-0.1% -$3.39K 0.85% 19
2024
Q2 		$3.04M Sell
5,968
-1,993
-25% -$977K 0.79% 20
2024
Q1 		$3.94M Buy
7,961
+116
+1% +$59K 1.07% 18
2023
Q4 		$4.13M Sell
7,845
-13
-0.2% -$6.93K 1.2% 16
2023
Q3 		$3.96M Sell
7,858
-8
-0.1% -$3.94K 2.01% 11
2023
Q2 		$3.78M Buy
7,866
+9
+0.1% +$4.4K 1.84% 11
2023
Q1 		$3.71M Sell
7,857
-42
-0.5% -$20.3K 1.97% 10
2022
Q4 		$4.19M Buy
7,899
+82
+1% +$43.4K 1.7% 14
2022
Q3 		$3.95M Sell
7,817
-33
-0.4% -$17.4K 2.22% 10
2022
Q2 		$4.03M Buy
7,850
+3,627
+86% +$1.82M 2.17% 11
2022
Q1 		$2.15M Sell
4,223
-383
-8% -$185K 1.05% 17
2021
Q4 		$2.31M Sell
4,606
-69
-1% -$31.2K 0.97% 21
2021
Q3 		$1.83M Sell
4,675
-13
-0.3% -$5.38K 0.79% 28
2021
Q2 		$1.88M Buy
4,688
+3
+0.1% +$1.2K 0.8% 27
2021
Q1 		$1.74M Sell
4,685
-15
-0.3% -$5.2K 0.78% 27
2020
Q4 		$1.65M Sell
4,700
-25
-0.5% -$8.38K 0.86% 24
2020
Q3 		$1.47M Buy
4,725
+40
+0.9% +$12.3K 0.85% 26
2020
Q2 		$1.38M Buy
4,685
+827
+21% +$237K 0.75% 27
2020
Q1 		$962K Sell
3,858
-568
-13% -$156K 0.66% 34
2019
Q4 		$1.3M Buy
4,426
+362
+9% +$94.7K 0.72% 27
2019
Q3 		$883K Buy
4,064
+537
+15% +$130K 0.54% 35
2019
Q2 		$861K Buy
3,527
+10
+0.3% +$2.4K 0.53% 38
2019
Q1 		$870K Hold
3,517
– – 0.55% 37
2018
Q4 		$876K Buy
3,517
+10
+0.3% +$2.64K 0.58% 38
2018
Q3 		$933K Buy
3,507
+191
+6% +$49.7K 0.62% 33
2018
Q2 		$814K Buy
3,316
+100
+3% +$24K 0.62% 32
2018
Q1 		$688K Buy
3,216
+300
+10% +$68.5K 0.61% 32
2017
Q4 		$643K Hold
2,916
– – 0.48% 38
2017
Q3 		$571K Hold
2,916
– – 0.46% 37
2017
Q2 		$541K Hold
2,916
– – 0.43% 37
2017
Q1 		$478K Hold
2,916
– – 0.37% 41
2016
Q4 		$467K Hold
2,916
– – 0.37% 46
2016
Q3 		$408K Hold
2,916
– – 0.33% 52
2016
Q2 		$412K Sell
2,916
-5
-0.2% -$667 0.35% 53
2016
Q1 		$377K Hold
2,921
– – 0.36% 55
2015
Q4 		$344K Hold
2,921
– – 0.35% 58
2015
Q3 		$339K Hold
2,921
– – 0.42% 54
2015
Q2 		$356K Buy
2,921
+215
+8% +$25.4K 0.45% 60
2015
Q1 		$320K Hold
2,706
– – 0.49% 58
2014
Q4 		$274K Buy
+2,706
New +$256K 0.48% 59

Other funds holding UNH

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
PAM
PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Affiance Financial's UNH Position: Q2 2026 in Review

Affiance Financial reduced its UnitedHealth (UNH) stake by 1.2% in Q2 2026, selling an estimated $27.1K and leaving 5,824 shares worth $2.42M. The position accounts for 0.35% of the portfolio, ranked #36.

Affiance Financial first reported a position in UNH in Q4 2014 and has held it in 47 quarters since. The position peaked at $4.19M in Q4 2022. 1,513 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • Affiance Financial held 5,824 shares of UnitedHealth worth $2.42M as of Q2 2026.
  • Affiance Financial sold 73 UnitedHealth shares in Q2 2026, an estimated $27.1K.
  • UnitedHealth made up 0.35% of Affiance Financial's portfolio in Q2 2026, its #36 holding.
  • Affiance Financial first reported a position in UnitedHealth in Q4 2014 and has held it in 47 quarters since.
  • Affiance Financial's UnitedHealth position peaked at $4.19M in Q4 2022.
  • 1,513 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Affiance Financial's 13F filing for Q2 2026, filed 9 Jul 2026.