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Aire Advisors’s UnitedHealth UNH Stock Holding History

Aire 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
Q2 		$486K Buy
1,168
+50
+4% +$18.5K 0.08% 111
2026
Q1 		$302K Sell
1,118
-227
-17% -$67.6K 0.06% 133
2025
Q4 		$444K Sell
1,345
-387
-22% -$131K 0.08% 102
2025
Q3 		$598K Buy
1,732
+498
+40% +$151K 0.11% 97
2025
Q2 		$385K Buy
1,234
+81
+7% +$31K 0.07% 115
2025
Q1 		$604K Sell
1,153
-541
-32% -$277K 0.13% 90
2024
Q4 		$857K Buy
1,694
+5
+0.3% +$2.84K 0.18% 80
2024
Q3 		$987K Sell
1,689
-26
-2% -$14.7K 0.22% 69
2024
Q2 		$872K Buy
1,715
+329
+24% +$161K 0.2% 73
2024
Q1 		$689K Buy
1,386
+14
+1% +$7.12K 0.16% 82
2023
Q4 		$725K Sell
1,372
-4
-0.3% -$2.13K 0.18% 77
2023
Q3 		$694K Buy
1,376
+92
+7% +$45.3K 0.19% 71
2023
Q2 		$618K Buy
1,284
+2
+0.2% +$978 0.16% 77
2023
Q1 		$607K Sell
1,282
-31
-2% -$15K 0.17% 74
2022
Q4 		$697K Sell
1,313
-378
-22% -$200K 0.21% 67
2022
Q3 		$855K Buy
1,691
+170
+11% +$89.4K 0.29% 57
2022
Q2 		$782K Sell
1,521
-4
-0.3% -$2.01K 0.28% 57
2022
Q1 		$779K Buy
1,525
+260
+21% +$125K 0.28% 54
2021
Q4 		$639K Buy
+1,265
New +$573K 0.28% 47

Other funds holding UNH

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Aire Advisors's UNH Position: Q2 2026 in Review

Aire Advisors increased its UnitedHealth (UNH) stake by 4.5% in Q2 2026, buying an estimated $18.5K and bringing the position to 1,168 shares worth $486K. The position accounts for 0.08% of the portfolio, ranked #111.

Aire Advisors first reported a position in UNH in Q4 2021 and has held it in 19 quarters since. The position peaked at $987K in Q3 2024. 3,389 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • Aire Advisors held 1,168 shares of UnitedHealth worth $486K as of Q2 2026.
  • Aire Advisors bought 50 UnitedHealth shares in Q2 2026, an estimated $18.5K.
  • UnitedHealth made up 0.08% of Aire Advisors's portfolio in Q2 2026, its #111 holding.
  • Aire Advisors first reported a position in UnitedHealth in Q4 2021 and has held it in 19 quarters since.
  • Aire Advisors's UnitedHealth position peaked at $987K in Q3 2024.
  • 3,389 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Aire Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.