AIM
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AHL Investment Management’s UnitedHealth UNH Stock Holding History

AHL Investment 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
2025
Q3 		$2.47M Sell
7,150
-162
-2% -$49K 1.69% 23
2025
Q2 		$2.28M Buy
7,312
+3,917
+115% +$1.5M 1.52% 26
2025
Q1 		$1.78M Sell
3,395
-397
-10% -$203K 1.23% 33
2024
Q4 		$1.92M Sell
3,792
-17
-0.4% -$9.66K 1.34% 29
2024
Q3 		$2.23M Sell
3,809
-175
-4% -$99K 1.54% 25
2024
Q2 		$2.03M Sell
3,984
-53
-1% -$26K 1.49% 26
2024
Q1 		$2M Sell
4,037
-5
-0.1% -$2.54K 1.53% 28
2023
Q4 		$2.13M Buy
4,042
+5
+0.1% +$2.67K 1.74% 24
2023
Q3 		$2.04M Buy
4,037
+260
+7% +$128K 1.81% 21
2023
Q2 		$1.82M Buy
3,777
+32
+0.9% +$15.6K 1.61% 27
2023
Q1 		$1.77M Buy
+3,745
New +$1.81M 1.63% 27
2022
Q1 		– Sell
-276
Closed -$139K – 289
2021
Q4 		$139K Buy
+276
New +$125K 0.13% 71

Other funds holding UNH

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

AHL Investment Management's UNH Position: Q3 2025 in Review

AHL Investment Management reduced its UnitedHealth (UNH) stake by 2.2% in Q3 2025, selling an estimated $49K and leaving 7,150 shares worth $2.47M. The position accounts for 1.69% of the portfolio, ranked #23.

AHL Investment Management first reported a position in UNH in Q4 2021 and has held it in 12 quarters since. 3,160 funds tracked by Wall St. Rank hold UNH as of Q3 2025.

  • AHL Investment Management held 7,150 shares of UnitedHealth worth $2.47M as of Q3 2025.
  • AHL Investment Management sold 162 UnitedHealth shares in Q3 2025, an estimated $49K.
  • UnitedHealth made up 1.69% of AHL Investment Management's portfolio in Q3 2025, its #23 holding.
  • AHL Investment Management first reported a position in UnitedHealth in Q4 2021 and has held it in 12 quarters since.
  • 3,160 funds tracked by Wall St. Rank held UnitedHealth as of Q3 2025.

Based on AHL Investment Management's 13F filing for Q3 2025, filed 2 Oct 2025.