American Investment Services’s UnitedHealth UNH Stock Holding History

American Investment Services’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	$1.03M	Buy	+3,802	New	+$1.13M	0.23%	65

Other funds holding UNH

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

American Investment Services's UNH Position: Q1 2026 in Review

American Investment Services opened a new position in UnitedHealth (UNH) in Q1 2026: 3,802 shares worth $1.03M. The stake represents 0.23% of the portfolio and ranks #65 among its holdings.

3,020 funds tracked by Wall St. Rank hold UNH as of Q1 2026.

American Investment Services held 3,802 shares of UnitedHealth worth $1.03M as of Q1 2026.
UnitedHealth was a new American Investment Services position in Q1 2026.
UnitedHealth made up 0.23% of American Investment Services's portfolio in Q1 2026, its #65 holding.
3,020 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.

Based on American Investment Services's 13F filing for Q1 2026, filed 13 May 2026.