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AIMZ Investment Advisors’s UnitedHealth UNH Stock Holding History

AIMZ Investment 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
Q1 		$4.1M Sell
15,159
-159
-1% -$47.4K 1.27% 24
2025
Q4 		$5.06M Buy
15,318
+2
+0% +$678 1.45% 22
2025
Q3 		$5.29M Buy
15,316
+7,247
+90% +$2.19M 1.66% 15
2025
Q2 		$2.52M Buy
8,069
+2,491
+45% +$952K 0.84% 38
2025
Q1 		$2.92M Buy
5,578
+47
+0.8% +$24K 1.02% 34
2024
Q4 		$2.8M Sell
5,531
-100
-2% -$56.8K 0.97% 31
2024
Q3 		$3.29M Sell
5,631
-14
-0.2% -$7.92K 1.12% 29
2024
Q2 		$2.87M Sell
5,645
-14
-0.2% -$6.86K 1.03% 31
2024
Q1 		$2.8M Sell
5,659
-330
-6% -$168K 1.04% 33
2023
Q4 		$3.15M Sell
5,989
-54
-0.9% -$28.8K 1.28% 24
2023
Q3 		$3.05M Hold
6,043
– – 1.36% 23
2023
Q2 		$2.9M Buy
6,043
+1
+0% +$489 1.25% 28
2023
Q1 		$2.86M Sell
6,042
-4
-0.1% -$1.93K 1.28% 26
2022
Q4 		$3.21M Sell
6,046
-310
-5% -$164K 1.51% 23
2022
Q3 		$3.21M Sell
6,356
-802
-11% -$422K 1.62% 19
2022
Q2 		$3.68M Sell
7,158
-71
-1% -$35.7K 1.76% 17
2022
Q1 		$3.69M Sell
7,229
-245
-3% -$118K 1.52% 19
2021
Q4 		$3.75M Sell
7,474
-4
-0.1% -$1.81K 1.46% 19
2021
Q3 		$2.92M Sell
7,478
-64
-0.8% -$26.5K 1.32% 26
2021
Q2 		$3.02M Sell
7,542
-14
-0.2% -$5.58K 1.35% 25
2021
Q1 		$2.81M Sell
7,556
-27
-0.4% -$9.36K 1.38% 25
2020
Q4 		$2.66M Sell
7,583
-134
-2% -$44.9K 1.39% 25
2020
Q3 		$2.41M Sell
7,717
-120
-2% -$36.9K 1.44% 25
2020
Q2 		$2.31M Sell
7,837
-24
-0.3% -$6.88K 1.5% 22
2020
Q1 		$1.96M Buy
7,861
+8
+0.1% +$2.2K 1.52% 25
2019
Q4 		$2.31M Sell
7,853
-17
-0.2% -$4.45K 1.49% 25
2019
Q3 		$1.71M Sell
7,870
-149
-2% -$36K 1.18% 30
2019
Q2 		$1.96M Sell
8,019
-24
-0.3% -$5.77K 1.35% 27
2019
Q1 		$1.99M Sell
8,043
-24
-0.3% -$6.12K 1.37% 27
2018
Q4 		$2.01M Sell
8,067
-150
-2% -$39.6K 1.55% 22
2018
Q3 		$2.19M Sell
8,217
-529
-6% -$138K 1.41% 26
2018
Q2 		$2.15M Sell
8,746
-225
-3% -$54K 1.52% 26
2018
Q1 		$1.92M Sell
8,971
-275
-3% -$62.8K 1.39% 25
2017
Q4 		$2.04M Sell
9,246
-189
-2% -$40.1K 1.53% 23
2017
Q3 		$1.85M Buy
9,435
+1
+0% +$193 1.51% 21
2017
Q2 		$1.75M Sell
9,434
-24
-0.3% -$4.21K 1.47% 21
2017
Q1 		$1.55M Sell
9,458
-1,448
-13% -$237K 1.31% 25
2016
Q4 		$1.75M Sell
10,906
-49
-0.4% -$7.32K 1.56% 22
2016
Q3 		$1.53M Buy
10,955
+1
+0% +$140 1.37% 27
2016
Q2 		$1.55M Sell
10,954
-12,193
-53% -$1.63M 1.42% 26
2016
Q1 		$2.86M Buy
23,147
+11,300
+95% +$1.34M 1.26% 26
2015
Q4 		$1.39M Sell
11,847
-99
-0.8% -$11.6K 1.27% 29
2015
Q3 		$1.39M Buy
11,946
+1
+0% +$120 1.27% 30
2015
Q2 		$1.46M Buy
11,945
+1
+0% +$118 1.27% 29
2015
Q1 		$1.41M Sell
11,944
-300
-2% -$33.3K 1.21% 28
2014
Q4 		$1.24M Buy
+12,244
New +$1.16M 1.1% 35

Other funds holding UNH

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
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
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

AIMZ Investment Advisors's UNH Position: Q1 2026 in Review

AIMZ Investment Advisors reduced its UnitedHealth (UNH) stake by 1% in Q1 2026, selling an estimated $47.4K and leaving 15,159 shares worth $4.1M. The position accounts for 1.27% of the portfolio, ranked #24.

AIMZ Investment Advisors first reported a position in UNH in Q4 2014 and has held it in 46 quarters since. The position peaked at $5.29M in Q3 2025. 3,020 funds tracked by Wall St. Rank hold UNH as of Q1 2026.

  • AIMZ Investment Advisors held 15,159 shares of UnitedHealth worth $4.1M as of Q1 2026.
  • AIMZ Investment Advisors sold 159 UnitedHealth shares in Q1 2026, an estimated $47.4K.
  • UnitedHealth made up 1.27% of AIMZ Investment Advisors's portfolio in Q1 2026, its #24 holding.
  • AIMZ Investment Advisors first reported a position in UnitedHealth in Q4 2014 and has held it in 46 quarters since.
  • AIMZ Investment Advisors's UnitedHealth position peaked at $5.29M in Q3 2025.
  • 3,020 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.

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