ACA
UNH icon

American Capital Advisory’s UnitedHealth UNH Stock Holding History

American Capital Advisory’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 		– Hold
0
– -$33K – 1214
2025
Q4 		– Hold
0
– – – 240

Other funds holding UNH

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
VAM
Veritas Asset Management London, United Kingdom $5.56B AUM 3.46% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

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.