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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
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 $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

Aire Advisors's UNH Position: Q1 2026 in Review

Aire Advisors reduced its UnitedHealth (UNH) stake by 17% in Q1 2026, selling an estimated $67.6K and leaving 1,118 shares worth $302K. The position accounts for 0.06% of the portfolio, ranked #133.

Aire Advisors first reported a position in UNH in Q4 2021 and has held it in 18 quarters since. The position peaked at $987K in Q3 2024. 3,026 funds tracked by Wall St. Rank hold UNH as of Q1 2026.

  • Aire Advisors held 1,118 shares of UnitedHealth worth $302K as of Q1 2026.
  • Aire Advisors sold 227 UnitedHealth shares in Q1 2026, an estimated $67.6K.
  • UnitedHealth made up 0.06% of Aire Advisors's portfolio in Q1 2026, its #133 holding.
  • Aire Advisors first reported a position in UnitedHealth in Q4 2021 and has held it in 18 quarters since.
  • Aire Advisors's UnitedHealth position peaked at $987K in Q3 2024.
  • 3,026 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.

Based on Aire Advisors's 13F filing for Q1 2026, filed 6 May 2026.