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AmeriFlex Group’s UnitedHealth UNH Stock Holding History

AmeriFlex Group’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 		$510K Buy
1,228
+15
+1% +$5.56K 0.21% 99
2026
Q1 		$328K Buy
1,213
+76
+7% +$22.6K 0.17% 126
2025
Q4 		$375K Sell
1,137
-1,101
-49% -$373K 0.2% 108
2025
Q3 		$773K Buy
2,238
+300
+15% +$90.7K 0.29% 66
2025
Q2 		$587K Buy
1,938
+92
+5% +$35.2K 0.31% 66
2025
Q1 		$967K Buy
1,846
+1,089
+144% +$557K 0.4% 56
2024
Q4 		$411K Buy
+757
New +$430K 0.19% 111

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

AmeriFlex Group's UNH Position: Q2 2026 in Review

AmeriFlex Group increased its UnitedHealth (UNH) stake by 1.2% in Q2 2026, buying an estimated $5.56K and bringing the position to 1,228 shares worth $510K. The position accounts for 0.21% of the portfolio, ranked #99.

AmeriFlex Group first reported a position in UNH in Q4 2024 and has held it in 7 quarters since. The position peaked at $967K in Q1 2025. 3,394 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • AmeriFlex Group held 1,228 shares of UnitedHealth worth $510K as of Q2 2026.
  • AmeriFlex Group bought 15 UnitedHealth shares in Q2 2026, an estimated $5.56K.
  • UnitedHealth made up 0.21% of AmeriFlex Group's portfolio in Q2 2026, its #99 holding.
  • AmeriFlex Group first reported a position in UnitedHealth in Q4 2024 and has held it in 7 quarters since.
  • AmeriFlex Group's UnitedHealth position peaked at $967K in Q1 2025.
  • 3,394 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on AmeriFlex Group's 13F filing for Q2 2026, filed 14 Aug 2026.