Annis Gardner Whiting Capital Advisors’s UnitedHealth UNH Stock Holding History

Annis Gardner Whiting Capital Advisors’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	$308K	Buy	741 +78	+12%	+$28.9K	0.05%	275
2026 Q1	$179K	Sell	663 -481	-42%	-$143K	0.03%	321
2025 Q4	$378K	Sell	1,144 -54	-5%	-$18.3K	0.07%	214
2025 Q3	$414K	Buy	1,198 +411	+52%	+$124K	0.09%	195
2025 Q2	$246K	Sell	787 -164	-17%	-$62.7K	0.09%	197
2025 Q1	$498K	Sell	951 -26	-3%	-$13.3K	0.21%	99
2024 Q4	$494K	Sell	977 -40	-4%	-$22.7K	0.14%	130
2024 Q3	$595K	Sell	1,017 -598	-37%	-$338K	0.17%	108
2024 Q2	$823K	Buy	1,615 +44	+3%	+$21.6K	0.23%	85
2024 Q1	$777K	Buy	1,571 +585	+59%	+$297K	0.28%	73
2023 Q4	$519K	Buy	986 +69	+8%	+$36.8K	0.23%	83
2023 Q3	$462K	Buy	+917	New	+$451K	0.25%	79

Other funds holding UNH

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Annis Gardner Whiting Capital Advisors's UNH Position: Q2 2026 in Review

Annis Gardner Whiting Capital Advisors increased its UnitedHealth (UNH) stake by 12% in Q2 2026, buying an estimated $28.9K and bringing the position to 741 shares worth $308K. The position accounts for 0.05% of the portfolio, ranked #275.

Annis Gardner Whiting Capital Advisors first reported a position in UNH in Q3 2023 and has held it in 12 quarters since. The position peaked at $823K in Q2 2024. 3,394 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

Annis Gardner Whiting Capital Advisors held 741 shares of UnitedHealth worth $308K as of Q2 2026.
Annis Gardner Whiting Capital Advisors bought 78 UnitedHealth shares in Q2 2026, an estimated $28.9K.
UnitedHealth made up 0.05% of Annis Gardner Whiting Capital Advisors's portfolio in Q2 2026, its #275 holding.
Annis Gardner Whiting Capital Advisors first reported a position in UnitedHealth in Q3 2023 and has held it in 12 quarters since.
Annis Gardner Whiting Capital Advisors's UnitedHealth position peaked at $823K in Q2 2024.
3,394 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Annis Gardner Whiting Capital Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.