AF
UNH icon

Apollon Financial’s UnitedHealth UNH Stock Holding History

Apollon Financial’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 		$652K Buy
1,570
+100
+7% +$37.1K 0.08% 176
2026
Q1 		$398K Buy
1,470
+138
+10% +$41.1K 0.06% 206
2025
Q4 		$440K Buy
1,332
+85
+7% +$28.8K 0.06% 187
2025
Q3 		$431K Buy
+1,247
New +$377K 0.07% 171
2025
Q2 		– Sell
-488
Closed -$256K – 215
2025
Q1 		$256K Buy
+488
New +$249K 0.06% 180
2024
Q4 		– Sell
-449
Closed -$263K – 190
2024
Q3 		$263K Buy
+449
New +$254K 0.08% 144
2024
Q1 		– Sell
-485
Closed -$255K – 152
2023
Q4 		$255K Buy
+485
New +$259K 0.1% 124

Other funds holding UNH

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
VAM
Veritas Asset Management London, United Kingdom $5.56B AUM 3.46% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

Apollon Financial's UNH Position: Q2 2026 in Review

Apollon Financial increased its UnitedHealth (UNH) stake by 6.8% in Q2 2026, buying an estimated $37.1K and bringing the position to 1,570 shares worth $652K. The position accounts for 0.08% of the portfolio, ranked #176.

Apollon Financial first reported a position in UNH in Q4 2023 and has held it in 7 quarters since. 1,751 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • Apollon Financial held 1,570 shares of UnitedHealth worth $652K as of Q2 2026.
  • Apollon Financial bought 100 UnitedHealth shares in Q2 2026, an estimated $37.1K.
  • UnitedHealth made up 0.08% of Apollon Financial's portfolio in Q2 2026, its #176 holding.
  • Apollon Financial first reported a position in UnitedHealth in Q4 2023 and has held it in 7 quarters since.
  • 1,751 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Apollon Financial's 13F filing for Q2 2026, filed 23 Jul 2026.