Aigen Investment Management’s UnitedHealth UNH Stock Holding History

Aigen 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
2026 Q2	$446K	Buy	+1,072	New	+$397K	0.12%	215
2026 Q1	–	Sell	-8,562	Closed	-$2.83M	–	797
2025 Q4	$2.83M	Buy	8,562 +6,249	+270%	+$2.12M	0.65%	25
2025 Q3	$799K	Sell	2,313 -228	-9%	-$69K	0.12%	254
2025 Q2	$793K	Sell	2,541 -5,879	-70%	-$2.25M	0.11%	294
2025 Q1	$4.41M	Buy	8,420 +6,550	+350%	+$3.35M	0.7%	10
2024 Q4	$946K	Sell	1,870 -2,855	-60%	-$1.62M	0.17%	185
2024 Q3	$2.76M	Buy	+4,725	New	+$2.67M	0.54%	27
2024 Q1	–	Sell	-3,540	Closed	-$1.86M	–	1025
2023 Q4	$1.86M	Buy	3,540 +2,988	+541%	+$1.59M	0.33%	65
2023 Q3	$278K	Buy	+552	New	+$272K	0.05%	546
2021 Q3	–	Sell	-4,892	Closed	-$1.96M	–	669
2021 Q2	$1.96M	Buy	+4,892	New	+$1.95M	0.34%	80
2021 Q1	–	Sell	-13,006	Closed	-$4.56M	–	896
2020 Q4	$4.56M	Buy	+13,006	New	+$4.36M	0.6%	29
2020 Q3	–	Sell	-14,083	Closed	-$4.15M	–	1114
2020 Q2	$4.15M	Buy	14,083 +555	+4%	+$159K	0.53%	18
2020 Q1	$3.37M	Buy	13,528 +6,990	+107%	+$1.92M	0.45%	27
2019 Q4	$1.92M	Buy	+6,538	New	+$1.71M	0.32%	68

Other funds holding UNH

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Aigen Investment Management's UNH Position: Q2 2026 in Review

Aigen Investment Management opened a new position in UnitedHealth (UNH) in Q2 2026: 1,072 shares worth $446K. The stake represents 0.12% of the portfolio and ranks #215 among its holdings. This is a return to the name: Aigen Investment Management previously reported a position in UNH as recently as Q4 2025.

Aigen Investment Management first reported a position in UNH in Q4 2019 and has held it in 14 quarters since. The position peaked at $4.56M in Q4 2020. 3,394 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

Aigen Investment Management held 1,072 shares of UnitedHealth worth $446K as of Q2 2026.
UnitedHealth was a new Aigen Investment Management position in Q2 2026.
UnitedHealth made up 0.12% of Aigen Investment Management's portfolio in Q2 2026, its #215 holding.
Aigen Investment Management first reported a position in UnitedHealth in Q4 2019 and has held it in 14 quarters since.
Aigen Investment Management's UnitedHealth position peaked at $4.56M in Q4 2020.
3,394 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Aigen Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.