American Capital Advisory’s UnitedHealth UNH Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$59.4K Sell
143
-431
-75% -$160K 0.02% 199
2026
Q1
$155K Buy
574
+11
+2% +$3.28K 0.06% 112
2025
Q4
$186K Buy
563
+6
+1% +$2.03K 0.08% 105
2025
Q3
$192K Buy
557
+39
+8% +$11.8K 0.09% 101
2025
Q2
$162K Buy
518
+309
+148% +$118K 0.08% 102
2025
Q1
$109K Buy
209
+9
+5% +$4.6K 0.06% 120
2024
Q4
$101K Hold
200
0.06% 125
2024
Q3
$117K Sell
200
-1
-0.5% -$566 0.07% 120
2024
Q2
$106K Buy
+201
New +$98.5K 0.08% 116
2024
Q1
Sell
-201
Closed -$106K 513
2023
Q4
$106K Buy
+201
New +$107K 0.08% 116

Other funds holding UNH

American Capital Advisory's UNH Position: Q2 2026 in Review

American Capital Advisory reduced its UnitedHealth (UNH) stake by 75% in Q2 2026, selling an estimated $160K and leaving 143 shares worth $59.4K. The position accounts for 0.02% of the portfolio, ranked #199.

American Capital Advisory first reported a position in UNH in Q4 2023 and has held it in 10 quarters since. The position peaked at $192K in Q3 2025. 1,733 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • American Capital Advisory held 143 shares of UnitedHealth worth $59.4K as of Q2 2026.
  • American Capital Advisory sold 431 UnitedHealth shares in Q2 2026, an estimated $160K.
  • UnitedHealth made up 0.02% of American Capital Advisory's portfolio in Q2 2026, its #199 holding.
  • American Capital Advisory first reported a position in UnitedHealth in Q4 2023 and has held it in 10 quarters since.
  • American Capital Advisory's UnitedHealth position peaked at $192K in Q3 2025.
  • 1,733 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on American Capital Advisory's 13F filing for Q2 2026, filed 28 Jul 2026.