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 Q3	$452K	Sell	1,232 -150	-11%	-$60.4K	0.26%	75
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

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Sanders Capital West Palm Beach, Florida $103B AUM 36.66% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

AGH Wealth Advisors's UNH Position: Q3 2026 in Review

AGH Wealth Advisors reduced its UnitedHealth (UNH) stake by 11% in Q3 2026, selling an estimated $60.4K and leaving 1,232 shares worth $452K. The position accounts for 0.26% of the portfolio, ranked #75.

AGH Wealth Advisors first reported a position in UNH in Q4 2024 and has held it in 8 quarters since. The position peaked at $1.14M in Q1 2025. 1,919 funds tracked by Wall St. Rank hold UNH as of Q3 2026.

AGH Wealth Advisors held 1,232 shares of UnitedHealth worth $452K as of Q3 2026.
AGH Wealth Advisors sold 150 UnitedHealth shares in Q3 2026, an estimated $60.4K.
UnitedHealth made up 0.26% of AGH Wealth Advisors's portfolio in Q3 2026, its #75 holding.
AGH Wealth Advisors first reported a position in UnitedHealth in Q4 2024 and has held it in 8 quarters since.
AGH Wealth Advisors's UnitedHealth position peaked at $1.14M in Q1 2025.
1,919 funds tracked by Wall St. Rank held UnitedHealth as of Q3 2026.

Based on AGH Wealth Advisors's 13F filing for Q3 2026, filed 26 Oct 2026.