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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
Q2 		$1.74M Buy
4,196
+394
+10% +$146K 0.37% 56
2026
Q1 		$1.03M Buy
+3,802
New +$1.13M 0.23% 65

Other funds holding UNH

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

American Investment Services's UNH Position: Q2 2026 in Review

American Investment Services increased its UnitedHealth (UNH) stake by 10% in Q2 2026, buying an estimated $146K and bringing the position to 4,196 shares worth $1.74M. The position accounts for 0.37% of the portfolio, ranked #56.

American Investment Services first reported a position in UNH in Q1 2026 and has held it in 2 quarters since. 3,394 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • American Investment Services held 4,196 shares of UnitedHealth worth $1.74M as of Q2 2026.
  • American Investment Services bought 394 UnitedHealth shares in Q2 2026, an estimated $146K.
  • UnitedHealth made up 0.37% of American Investment Services's portfolio in Q2 2026, its #56 holding.
  • American Investment Services first reported a position in UnitedHealth in Q1 2026 and has held it in 2 quarters since.
  • 3,394 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on American Investment Services's 13F filing for Q2 2026, filed 12 Aug 2026.