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 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 New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

AGF Management's UNH Position: Q1 2026 in Review

AGF Management reduced its UnitedHealth (UNH) stake by 17% in Q1 2026, selling an estimated $838K and leaving 14,226 shares worth $3.85M. The position accounts for 0.02% of the portfolio, ranked #307.

AGF Management first reported a position in UNH in Q4 2022 and has held it in 14 quarters since. The position peaked at $317M in Q4 2022. 3,019 funds tracked by Wall St. Rank hold UNH as of Q1 2026.

AGF Management held 14,226 shares of UnitedHealth worth $3.85M as of Q1 2026.
AGF Management sold 2,813 UnitedHealth shares in Q1 2026, an estimated $838K.
UnitedHealth made up 0.02% of AGF Management's portfolio in Q1 2026, its #307 holding.
AGF Management first reported a position in UnitedHealth in Q4 2022 and has held it in 14 quarters since.
AGF Management's UnitedHealth position peaked at $317M in Q4 2022.
3,019 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.

Based on AGF Management's 13F filing for Q1 2026, filed 7 May 2026.