AWA
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Aletheian Wealth Advisors’s UnitedHealth UNH Stock Holding History

Aletheian Wealth 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 		$285K Buy
+686
New +$254K 0.12% 89
2025
Q3 		$280K Buy
810
+10
+1% +$3.02K 0.13% 79
2025
Q2 		$250K Sell
800
-199
-20% -$76.1K 0.12% 81
2025
Q1 		$523K Buy
999
+86
+9% +$44K 0.29% 55
2024
Q4 		$462K Sell
913
-13
-1% -$7.39K 0.27% 55
2024
Q3 		$542K Sell
926
-1,637
-64% -$926K 0.32% 50
2024
Q2 		$1.31M Buy
2,563
+100
+4% +$49K 0.69% 33
2024
Q1 		$1.22M Buy
2,463
+469
+24% +$238K 0.66% 35
2023
Q4 		$1.05M Sell
1,994
-52
-3% -$27.7K 0.69% 35
2023
Q3 		$1.03M Sell
2,046
-661
-24% -$325K 0.79% 35
2023
Q2 		$1.3M Buy
2,707
+2,006
+286% +$981K 0.89% 28
2023
Q1 		$331K Buy
701
+88
+14% +$42.5K 0.29% 49
2022
Q4 		$325K Buy
613
+106
+21% +$56.1K 0.28% 65
2022
Q3 		$256K Sell
507
-99
-16% -$52.1K 0.29% 47
2022
Q2 		$311K Buy
606
+99
+20% +$49.7K 0.32% 43
2022
Q1 		$259K Buy
507
+81
+19% +$39.1K 0.25% 51
2021
Q4 		$214K Buy
+426
New +$193K 0.21% 46

Other funds holding UNH

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
PAM
PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
OIAM
OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Aletheian Wealth Advisors's UNH Position: Q2 2026 in Review

Aletheian Wealth Advisors opened a new position in UnitedHealth (UNH) in Q2 2026: 686 shares worth $285K. The stake represents 0.12% of the portfolio and ranks #89 among its holdings. This is a return to the name: Aletheian Wealth Advisors previously reported a position in UNH as recently as Q3 2025.

Aletheian Wealth Advisors first reported a position in UNH in Q4 2021 and has held it in 17 quarters since. The position peaked at $1.31M in Q2 2024. 578 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • Aletheian Wealth Advisors held 686 shares of UnitedHealth worth $285K as of Q2 2026.
  • UnitedHealth was a new Aletheian Wealth Advisors position in Q2 2026.
  • UnitedHealth made up 0.12% of Aletheian Wealth Advisors's portfolio in Q2 2026, its #89 holding.
  • Aletheian Wealth Advisors first reported a position in UnitedHealth in Q4 2021 and has held it in 17 quarters since.
  • Aletheian Wealth Advisors's UnitedHealth position peaked at $1.31M in Q2 2024.
  • 578 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Aletheian Wealth Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.