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AGF Management’s UnitedHealth UNH Stock Holding History

AGF 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
2026
Q2 		$13.8M Buy
33,205
+18,979
+133% +$7.03M 0.05% 189
2026
Q1 		$3.85M Sell
14,226
-2,813
-17% -$838K 0.02% 307
2025
Q4 		$5.62M Sell
17,039
-877
-5% -$297K 0.02% 257
2025
Q3 		$6.19M Sell
17,916
-22
-0.1% -$6.65K 0.03% 257
2025
Q2 		$5.6M Sell
17,938
-72,268
-80% -$27.6M 0.03% 259
2025
Q1 		$47.2M Sell
90,206
-213,375
-70% -$109M 0.25% 112
2024
Q4 		$154M Buy
303,581
+207,474
+216% +$118M 0.76% 38
2024
Q3 		$56.2M Sell
96,107
-81,375
-46% -$46M 0.28% 104
2024
Q2 		$90.4M Sell
177,482
-111,865
-39% -$54.8M 0.5% 64
2024
Q1 		$143M Buy
289,347
+82,367
+40% +$41.9M 0.79% 34
2023
Q4 		$109M Sell
206,980
-1,742
-0.8% -$929K 0.64% 49
2023
Q3 		$105M Sell
208,722
-6,746
-3% -$3.32M 0.75% 36
2023
Q2 		$104M Buy
215,468
+1,009
+0.5% +$493K 0.75% 43
2023
Q1 		$101M Sell
214,459
-382,549
-64% -$185M 0.7% 38
2022
Q4 		$317M Buy
+597,008
New +$316M 2.3% 2

Other funds holding UNH

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

AGF Management's UNH Position: Q2 2026 in Review

AGF Management increased its UnitedHealth (UNH) stake by 133% in Q2 2026, buying an estimated $7.03M and bringing the position to 33,205 shares worth $13.8M. The position accounts for 0.05% of the portfolio, ranked #189.

AGF Management first reported a position in UNH in Q4 2022 and has held it in 15 quarters since. The position peaked at $317M in Q4 2022. 3,377 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • AGF Management held 33,205 shares of UnitedHealth worth $13.8M as of Q2 2026.
  • AGF Management bought 18,979 UnitedHealth shares in Q2 2026, an estimated $7.03M.
  • UnitedHealth made up 0.05% of AGF Management's portfolio in Q2 2026, its #189 holding.
  • AGF Management first reported a position in UnitedHealth in Q4 2022 and has held it in 15 quarters since.
  • AGF Management's UnitedHealth position peaked at $317M in Q4 2022.
  • 3,377 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on AGF Management's 13F filing for Q2 2026, filed 10 Aug 2026.