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Aptus Capital Advisors’s UnitedHealth UNH Stock Holding History

Aptus 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 		$29.5M Buy
71,068
+13,270
+23% +$4.92M 0.2% 95
2026
Q1 		$15.6M Sell
57,798
-12,407
-18% -$3.69M 0.12% 149
2025
Q4 		$23.2M Buy
70,205
+707
+1% +$240K 0.17% 117
2025
Q3 		$24M Sell
69,498
-4,241
-6% -$1.28M 0.17% 119
2025
Q2 		$23M Sell
73,739
-10,494
-12% -$4.01M 0.19% 107
2025
Q1 		$44.1M Buy
84,233
+6,766
+9% +$3.46M 0.45% 51
2024
Q4 		$39.2M Buy
77,467
+15,175
+24% +$8.62M 0.41% 56
2024
Q3 		$36.4M Buy
62,292
+9,330
+18% +$5.28M 0.54% 46
2024
Q2 		$27M Buy
52,962
+7,577
+17% +$3.71M 0.47% 51
2024
Q1 		$22.5M Buy
45,385
+2,601
+6% +$1.32M 0.42% 52
2023
Q4 		$22.5M Sell
42,784
-1,166
-3% -$622K 0.62% 36
2023
Q3 		$22.2M Buy
43,950
+2,608
+6% +$1.28M 0.6% 37
2023
Q2 		$19.9M Sell
41,342
-4,575
-10% -$2.24M 0.48% 49
2023
Q1 		$21.7M Sell
45,917
-3,209
-7% -$1.55M 0.58% 35
2022
Q4 		$26M Sell
49,126
-541
-1% -$287K 0.8% 22
2022
Q3 		$25.1M Buy
49,667
+5,529
+13% +$2.91M 0.6% 28
2022
Q2 		$22.7M Sell
44,138
-269
-0.6% -$135K 0.59% 29
2022
Q1 		$22.6M Buy
44,407
+4,052
+10% +$1.95M 0.56% 26
2021
Q4 		$20.3M Buy
40,355
+2,759
+7% +$1.25M 0.61% 25
2021
Q3 		$14.7M Buy
37,596
+4,870
+15% +$2.02M 0.38% 40
2021
Q2 		$13.1M Buy
32,726
+3,318
+11% +$1.32M 0.38% 40
2021
Q1 		$10.9M Buy
29,408
+1,085
+4% +$376K 0.39% 41
2020
Q4 		$9.93M Buy
28,323
+5,217
+23% +$1.75M 0.45% 41
2020
Q3 		$7.2M Buy
23,106
+1,024
+5% +$315K 0.38% 48
2020
Q2 		$6.51M Buy
22,082
+1,377
+7% +$395K 0.41% 44
2020
Q1 		$5.16M Buy
20,705
+18,127
+703% +$4.99M 0.45% 42
2019
Q4 		$757K Buy
+2,578
New +$674K 0.05% 199

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

Aptus Capital Advisors's UNH Position: Q2 2026 in Review

Aptus Capital Advisors increased its UnitedHealth (UNH) stake by 23% in Q2 2026, buying an estimated $4.92M and bringing the position to 71,068 shares worth $29.5M. The position accounts for 0.2% of the portfolio, ranked #95.

Aptus Capital Advisors first reported a position in UNH in Q4 2019 and has held it in 27 quarters since. The position peaked at $44.1M in Q1 2025. 3,367 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • Aptus Capital Advisors held 71,068 shares of UnitedHealth worth $29.5M as of Q2 2026.
  • Aptus Capital Advisors bought 13,270 UnitedHealth shares in Q2 2026, an estimated $4.92M.
  • UnitedHealth made up 0.2% of Aptus Capital Advisors's portfolio in Q2 2026, its #95 holding.
  • Aptus Capital Advisors first reported a position in UnitedHealth in Q4 2019 and has held it in 27 quarters since.
  • Aptus Capital Advisors's UnitedHealth position peaked at $44.1M in Q1 2025.
  • 3,367 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Aptus Capital Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.