American Financial Advisors’s UnitedHealth UNH Stock Holding History

American Financial 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	$318K	Hold	766	–	–	0.04%	135
2026 Q1	$207K	Hold	766	–	–	0.03%	155
2025 Q4	$253K	Buy	766 +84	+12%	+$28.5K	0.03%	140
2025 Q3	$235K	Hold	682	–	–	0.03%	142
2025 Q2	$213K	Hold	682	–	–	0.03%	152
2025 Q1	$357K	Sell	682 -25	-4%	-$12.8K	0.05%	98
2024 Q4	$358K	Sell	707 -10	-1%	-$5.68K	0.05%	98
2024 Q3	$419K	Sell	717 -10	-1%	-$5.66K	0.06%	91
2024 Q2	$370K	Buy	727 +26	+4%	+$12.7K	0.05%	98
2024 Q1	$347K	Hold	701	–	–	0.05%	101
2023 Q4	$369K	Hold	701	–	–	0.05%	95
2023 Q3	$353K	Hold	701	–	–	0.06%	96
2023 Q2	$337K	Hold	701	–	–	0.05%	95
2023 Q1	$331K	Hold	701	–	–	0.05%	95
2022 Q4	$372K	Sell	701 -53	-7%	-$28.1K	0.06%	91
2022 Q3	$381K	Sell	754 -2	-0.3%	-$1.05K	0.07%	87
2022 Q2	$388K	Sell	756 -1	-0.1%	-$502	0.1%	56
2022 Q1	$386K	Hold	757	–	–	0.05%	93
2021 Q4	$380K	Buy	757 +1	+0.1%	+$453	0.05%	96
2021 Q3	$295K	Hold	756	–	–	0.04%	105
2021 Q2	$303K	Sell	756 -42	-5%	-$16.7K	0.04%	106
2021 Q1	$297K	Hold	798	–	–	0.04%	101
2020 Q4	$280K	Buy	798 +5	+0.6%	+$1.68K	0.04%	97
2020 Q3	$247K	Sell	793 -2	-0.3%	-$614	0.04%	90
2020 Q2	$239K	Buy	795 +27	+4%	+$7.74K	0.04%	90
2020 Q1	$225K	Buy	+768	New	+$211K	0.04%	86

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

American Financial Advisors's UNH Position: Q2 2026 in Review

American Financial Advisors held its UnitedHealth (UNH) position steady in Q2 2026 at 766 shares worth $318K. The position accounts for 0.04% of the portfolio, ranked #135.

American Financial Advisors first reported a position in UNH in Q1 2020 and has held it in 26 quarters since. The position peaked at $419K in Q3 2024. 3,373 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

American Financial Advisors held 766 shares of UnitedHealth worth $318K as of Q2 2026.
American Financial Advisors left its UnitedHealth share count unchanged in Q2 2026.
UnitedHealth made up 0.04% of American Financial Advisors's portfolio in Q2 2026, its #135 holding.
American Financial Advisors first reported a position in UnitedHealth in Q1 2020 and has held it in 26 quarters since.
American Financial Advisors's UnitedHealth position peaked at $419K in Q3 2024.
3,373 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on American Financial Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.