AAS
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Annex Advisory Services’s UnitedHealth UNH Stock Holding History

Annex Advisory 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 		$28.5M Buy
68,577
+42,157
+160% +$15.6M 0.49% 58
2026
Q1 		$7.15M Buy
26,420
+636
+2% +$189K 0.13% 92
2025
Q4 		$8.51M Buy
25,784
+8,606
+50% +$2.92M 0.16% 91
2025
Q3 		$5.93M Sell
17,178
-840
-5% -$254K 0.13% 92
2025
Q2 		$5.62M Sell
18,018
-41,553
-70% -$15.9M 0.14% 85
2025
Q1 		$31.2M Buy
59,571
+5,021
+9% +$2.57M 0.88% 29
2024
Q4 		$27.6M Buy
54,550
+12,595
+30% +$7.16M 0.83% 29
2024
Q3 		$24.5M Buy
41,955
+1,110
+3% +$628K 0.78% 29
2024
Q2 		$20.8M Buy
40,845
+2,725
+7% +$1.34M 0.73% 30
2024
Q1 		$18.9M Buy
38,120
+2,179
+6% +$1.11M 0.67% 33
2023
Q4 		$18.9M Buy
35,941
+758
+2% +$404K 0.79% 30
2023
Q3 		$17.7M Buy
35,183
+3,532
+11% +$1.74M 1.07% 20
2023
Q2 		$15.2M Buy
31,651
+3,796
+14% +$1.86M 0.84% 27
2023
Q1 		$13.2M Buy
27,855
+16,015
+135% +$7.73M 0.71% 26
2022
Q4 		$6.28M Sell
11,840
-1,014
-8% -$537K 0.35% 48
2022
Q3 		$6.49M Sell
12,854
-187
-1% -$98.3K 0.44% 41
2022
Q2 		$6.7M Buy
13,041
+476
+4% +$239K 0.48% 41
2022
Q1 		$6.41M Buy
12,565
+371
+3% +$179K 0.47% 47
2021
Q4 		$6.12M Buy
12,194
+228
+2% +$103K 0.42% 42
2021
Q3 		$4.68M Buy
11,966
+590
+5% +$244K 0.38% 45
2021
Q2 		$4.56M Buy
11,376
+3,552
+45% +$1.42M 0.37% 46
2021
Q1 		$2.91M Buy
7,824
+711
+10% +$246K 0.28% 64
2020
Q4 		$2.5M Buy
7,113
+189
+3% +$63.4K 0.24% 69
2020
Q3 		$2.16M Buy
6,924
+262
+4% +$80.5K 0.28% 43
2020
Q2 		$1.97M Buy
6,662
+871
+15% +$250K 0.27% 47
2020
Q1 		$1.44M Buy
5,791
+2,683
+86% +$738K 0.2% 50
2019
Q4 		$914K Sell
3,108
-86
-3% -$22.5K 0.11% 69
2019
Q3 		$694K Sell
3,194
-172
-5% -$41.5K 0.09% 74
2019
Q2 		$821K Sell
3,366
-5,143
-60% -$1.24M 0.12% 71
2019
Q1 		$2.1M Buy
8,509
+57
+0.7% +$14.5K 0.32% 36
2018
Q4 		$2.1M Buy
8,452
+425
+5% +$112K 0.33% 40
2018
Q3 		$2.14M Buy
8,027
+473
+6% +$123K 0.33% 38
2018
Q2 		$1.85M Buy
7,554
+197
+3% +$47.3K 0.32% 39
2018
Q1 		$1.57M Buy
7,357
+735
+11% +$168K 0.29% 39
2017
Q4 		$1.46M Buy
6,622
+346
+6% +$73.3K 0.28% 37
2017
Q3 		$1.23M Buy
6,276
+218
+4% +$42.1K 0.25% 41
2017
Q2 		$1.12M Buy
6,058
+769
+15% +$135K 0.25% 38
2017
Q1 		$868K Buy
5,289
+2,573
+95% +$421K 0.22% 42
2016
Q4 		$435K Buy
2,716
+290
+12% +$43.3K 0.11% 75
2016
Q3 		$340K Sell
2,426
-197
-8% -$27.6K 0.09% 82
2016
Q2 		$370K Hold
2,623
– – 0.1% 83
2016
Q1 		$338K Hold
2,623
– – 0.1% 83
2015
Q4 		$309K Sell
2,623
-158
-6% -$18.5K 0.09% 88
2015
Q3 		$323K Buy
2,781
+80
+3% +$9.57K 0.11% 89
2015
Q2 		$330K Buy
2,701
+14
+0.5% +$1.66K 0.11% 90
2015
Q1 		$318K Buy
+2,687
New +$298K 0.1% 73
2014
Q1 		– Sell
-3,834
Closed -$289K – 95
2013
Q4 		$289K Sell
3,834
-4,398
-53% -$316K 0.11% 66
2013
Q3 		$589K Sell
8,232
-528
-6% -$37.8K 0.27% 46
2013
Q2 		$574K Buy
+8,760
New +$545K 0.32% 48

Other funds holding UNH

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
PAM
PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
OIAM
OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Annex Advisory Services's UNH Position: Q2 2026 in Review

Annex Advisory Services increased its UnitedHealth (UNH) stake by 160% in Q2 2026, buying an estimated $15.6M and bringing the position to 68,577 shares worth $28.5M. The position accounts for 0.49% of the portfolio, ranked #58.

Annex Advisory Services first reported a position in UNH in Q2 2013 and has held it in 49 quarters since. The position peaked at $31.2M in Q1 2025. 568 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • Annex Advisory Services held 68,577 shares of UnitedHealth worth $28.5M as of Q2 2026.
  • Annex Advisory Services bought 42,157 UnitedHealth shares in Q2 2026, an estimated $15.6M.
  • UnitedHealth made up 0.49% of Annex Advisory Services's portfolio in Q2 2026, its #58 holding.
  • Annex Advisory Services first reported a position in UnitedHealth in Q2 2013 and has held it in 49 quarters since.
  • Annex Advisory Services's UnitedHealth position peaked at $31.2M in Q1 2025.
  • 568 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Annex Advisory Services's 13F filing for Q2 2026, filed 10 Jul 2026.