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AGH Wealth Advisors’s UnitedHealth UNH Stock Holding History

AGH Wealth 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 		$574K Buy
1,382
+38
+3% +$14.1K 0.36% 56
2026
Q1 		$364K Buy
1,344
+147
+12% +$43.8K 0.27% 74
2025
Q4 		$395K Sell
1,197
-400
-25% -$136K 0.3% 65
2025
Q3 		$551K Sell
1,597
-64
-4% -$19.4K 0.4% 48
2025
Q2 		$518K Sell
1,661
-524
-24% -$200K 0.43% 47
2025
Q1 		$1.14M Buy
2,185
+9
+0.4% +$4.6K 1.1% 20
2024
Q4 		$1.1M Buy
+2,176
New +$1.24M 1.02% 24

Other funds holding UNH

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
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
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
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

AGH Wealth Advisors's UNH Position: Q2 2026 in Review

AGH Wealth Advisors increased its UnitedHealth (UNH) stake by 2.8% in Q2 2026, buying an estimated $14.1K and bringing the position to 1,382 shares worth $574K. The position accounts for 0.36% of the portfolio, ranked #56.

AGH Wealth Advisors first reported a position in UNH in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.14M in Q1 2025. 1,059 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • AGH Wealth Advisors held 1,382 shares of UnitedHealth worth $574K as of Q2 2026.
  • AGH Wealth Advisors bought 38 UnitedHealth shares in Q2 2026, an estimated $14.1K.
  • UnitedHealth made up 0.36% of AGH Wealth Advisors's portfolio in Q2 2026, its #56 holding.
  • AGH Wealth Advisors first reported a position in UnitedHealth in Q4 2024 and has held it in 7 quarters since.
  • AGH Wealth Advisors's UnitedHealth position peaked at $1.14M in Q1 2025.
  • 1,059 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on AGH Wealth Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.