AMM
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American Money Management’s UnitedHealth UNH Stock Holding History

American Money Management’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 		$1.1M Buy
2,637
+150
+6% +$55.6K 0.16% 75
2026
Q1 		$673K Sell
2,487
-143
-5% -$42.6K 0.11% 90
2025
Q4 		$868K Buy
2,630
+73
+3% +$24.7K 0.14% 76
2025
Q3 		$883K Sell
2,557
-177
-6% -$53.5K 0.15% 71
2025
Q2 		$853K Buy
2,734
+345
+14% +$132K 0.15% 70
2025
Q1 		$1.25M Sell
2,389
-19
-0.8% -$9.71K 0.24% 62
2024
Q4 		$1.22M Buy
2,408
+326
+16% +$185K 0.24% 62
2024
Q3 		$1.22M Sell
2,082
-48
-2% -$27.1K 0.24% 63
2024
Q2 		$1.08M Buy
2,130
+12
+0.6% +$5.88K 0.23% 67
2024
Q1 		$1.05M Sell
2,118
-3
-0.1% -$1.52K 0.22% 70
2023
Q4 		$1.12M Buy
2,121
+28
+1% +$14.9K 0.25% 68
2023
Q3 		$1.06M Buy
2,093
+107
+5% +$52.7K 0.27% 66
2023
Q2 		$954K Hold
1,986
– – 0.24% 71
2023
Q1 		$938K Sell
1,986
-70
-3% -$33.8K 0.25% 69
2022
Q4 		$1.09M Buy
2,056
+25
+1% +$13.2K 0.31% 63
2022
Q3 		$1.03M Hold
2,031
– – 0.31% 64
2022
Q2 		$1.04M Sell
2,031
-20
-1% -$10K 0.3% 64
2022
Q1 		$1.05M Buy
2,051
+42
+2% +$20.3K 0.28% 69
2021
Q4 		$1.01M Buy
2,009
+124
+7% +$56.1K 0.26% 69
2021
Q3 		$736K Buy
1,885
+10
+0.5% +$4.14K 0.21% 76
2021
Q2 		$751K Buy
1,875
+10
+0.5% +$3.99K 0.25% 60
2021
Q1 		$694K Buy
+1,865
New +$646K 0.26% 62

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 $3.37T AUM 44.26% 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 Money Management's UNH Position: Q2 2026 in Review

American Money Management increased its UnitedHealth (UNH) stake by 6% in Q2 2026, buying an estimated $55.6K and bringing the position to 2,637 shares worth $1.1M. The position accounts for 0.16% of the portfolio, ranked #75.

American Money Management first reported a position in UNH in Q1 2021 and has held it in 22 quarters since. The position peaked at $1.25M in Q1 2025. 3,373 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • American Money Management held 2,637 shares of UnitedHealth worth $1.1M as of Q2 2026.
  • American Money Management bought 150 UnitedHealth shares in Q2 2026, an estimated $55.6K.
  • UnitedHealth made up 0.16% of American Money Management's portfolio in Q2 2026, its #75 holding.
  • American Money Management first reported a position in UnitedHealth in Q1 2021 and has held it in 22 quarters since.
  • American Money Management's UnitedHealth position peaked at $1.25M in Q1 2025.
  • 3,373 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on American Money Management's 13F filing for Q2 2026, filed 13 Aug 2026.