Affinity Capital Advisors’s UnitedHealth UNH Stock Holding History

Affinity Capital Advisors’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	$322K	Buy	+770	New	+$285K	0.04%	141
2026 Q1	–	Sell	-691	Closed	-$228K	–	189
2025 Q4	$228K	Buy	+691	New	+$234K	0.03%	157
2025 Q2	–	Sell	-575	Closed	-$345K	–	163
2025 Q1	$345K	Buy	575 +85	+17%	+$43.5K	0.07%	110
2024 Q4	$252K	Buy	490 +17	+4%	+$9.66K	0.05%	137
2024 Q3	$277K	Hold	473	–	–	0.05%	128
2024 Q2	$241K	Sell	473 -9	-2%	-$4.41K	0.05%	135
2024 Q1	$238K	Sell	482 -39	-7%	-$19.8K	0.05%	135
2023 Q4	$274K	Hold	521	–	–	0.07%	115
2023 Q3	$263K	Buy	521 +40	+8%	+$19.7K	0.07%	107
2023 Q2	$231K	Buy	+481	New	+$235K	0.06%	117

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

Affinity Capital Advisors's UNH Position: Q2 2026 in Review

Affinity Capital Advisors opened a new position in UnitedHealth (UNH) in Q2 2026: 770 shares worth $322K. The stake represents 0.04% of the portfolio and ranks #141 among its holdings. This is a return to the name: Affinity Capital Advisors previously reported a position in UNH as recently as Q4 2025.

Affinity Capital Advisors first reported a position in UNH in Q2 2023 and has held it in 10 quarters since. The position peaked at $345K in Q1 2025. 566 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

Affinity Capital Advisors held 770 shares of UnitedHealth worth $322K as of Q2 2026.
UnitedHealth was a new Affinity Capital Advisors position in Q2 2026.
UnitedHealth made up 0.04% of Affinity Capital Advisors's portfolio in Q2 2026, its #141 holding.
Affinity Capital Advisors first reported a position in UnitedHealth in Q2 2023 and has held it in 10 quarters since.
Affinity Capital Advisors's UnitedHealth position peaked at $345K in Q1 2025.
566 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Affinity Capital Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.