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 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 $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

Aigen Investment Management's UNH Position: Q1 2026 in Review

Aigen Investment Management sold out of UnitedHealth (UNH) in Q1 2026, closing a stake of 8,562 shares — an estimated $2.83M sold.

Aigen Investment Management first reported a position in UNH in Q4 2019 and held it in 13 quarters. The position peaked at $4.56M in Q4 2020. 3,024 funds tracked by Wall St. Rank hold UNH as of Q1 2026.

Aigen Investment Management reported no remaining UnitedHealth position as of Q1 2026 after selling out during the quarter.
Aigen Investment Management sold 8,562 UnitedHealth shares in Q1 2026, an estimated $2.83M.
Aigen Investment Management first reported a position in UnitedHealth in Q4 2019 and held it in 13 quarters.
Aigen Investment Management's UnitedHealth position peaked at $4.56M in Q4 2020.
3,024 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.

Based on Aigen Investment Management's 13F filing for Q1 2026, filed 15 May 2026.