AJ Advisors’s UnitedHealth UNH Stock Holding History

AJ 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	$217K	Buy	+522	New	+$193K	0.07%	36
2025 Q4	–	Sell	-631	Closed	-$218K	–	39
2025 Q3	$218K	Sell	631 -83	-12%	-$25.1K	0.09%	34
2025 Q2	$223K	Buy	714 +6	+0.8%	+$2.29K	0.1%	36
2025 Q1	$371K	Buy	708 +48	+7%	+$24.5K	0.19%	27
2024 Q4	$334K	Buy	660 +27	+4%	+$15.3K	0.17%	27
2024 Q3	$370K	Buy	633 +37	+6%	+$20.9K	0.19%	28
2024 Q2	$304K	Buy	596 +83	+16%	+$40.7K	0.17%	30
2024 Q1	$254K	Sell	513 -118	-19%	-$60K	0.14%	41
2023 Q4	$332K	Buy	631 +225	+55%	+$120K	0.2%	30
2023 Q3	$205K	Buy	+406	New	+$200K	0.15%	35
2023 Q1	–	Sell	-496	Closed	-$263K	–	40
2022 Q4	$263K	Buy	+496	New	+$263K	0.21%	31

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 $3.37T AUM 44.26% 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

AJ Advisors's UNH Position: Q2 2026 in Review

AJ Advisors opened a new position in UnitedHealth (UNH) in Q2 2026: 522 shares worth $217K. The stake represents 0.07% of the portfolio and ranks #36 among its holdings. This is a return to the name: AJ Advisors previously reported a position in UNH as recently as Q3 2025.

AJ Advisors first reported a position in UNH in Q4 2022 and has held it in 11 quarters since. The position peaked at $371K in Q1 2025. 3,378 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

AJ Advisors held 522 shares of UnitedHealth worth $217K as of Q2 2026.
UnitedHealth was a new AJ Advisors position in Q2 2026.
UnitedHealth made up 0.07% of AJ Advisors's portfolio in Q2 2026, its #36 holding.
AJ Advisors first reported a position in UnitedHealth in Q4 2022 and has held it in 11 quarters since.
AJ Advisors's UnitedHealth position peaked at $371K in Q1 2025.
3,378 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on AJ Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.