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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
2021
Q2 		– Sell
-175,000
Closed -$65.1M – 608
2021
Q1 		$65.1M Buy
175,000
+112,000
+178% +$38.8M 2.33% 10
2020
Q4 		$22.1M Buy
63,000
+10,800
+21% +$3.62M 1.01% 25
2020
Q3 		$16.3M Buy
+52,200
New +$16M 0.86% 23

Other funds holding UNH

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Aptus Capital Advisors's UNH Position: Q1 2026 in Review

Aptus Capital Advisors reduced its UnitedHealth (UNH) stake by 18% in Q1 2026, selling an estimated $3.69M and leaving 57,798 shares worth $15.6M. The position accounts for 0.12% of the portfolio, ranked #149.

Aptus Capital Advisors first reported a position in UNH in Q4 2019 and has held it in 26 quarters since. The position peaked at $44.1M in Q1 2025. 3,019 funds tracked by Wall St. Rank hold UNH as of Q1 2026.

  • Aptus Capital Advisors held 57,798 shares of UnitedHealth worth $15.6M as of Q1 2026.
  • Aptus Capital Advisors sold 12,407 UnitedHealth shares in Q1 2026, an estimated $3.69M.
  • UnitedHealth made up 0.12% of Aptus Capital Advisors's portfolio in Q1 2026, its #149 holding.
  • Aptus Capital Advisors first reported a position in UnitedHealth in Q4 2019 and has held it in 26 quarters since.
  • Aptus Capital Advisors's UnitedHealth position peaked at $44.1M in Q1 2025.
  • 3,019 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.

Based on Aptus Capital Advisors's 13F filing for Q1 2026, filed 11 May 2026.