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Archer Investment Corporation’s UnitedHealth UNH Stock Holding History

Archer Investment Corporation’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 		$2.05M Sell
4,931
-132
-3% -$48.9K 0.4% 51
2026
Q1 		$1.37M Sell
5,063
-721
-12% -$215K 0.29% 69
2025
Q4 		$1.91M Buy
5,784
+898
+18% +$304K 0.43% 51
2025
Q3 		$1.69M Buy
4,886
+1,937
+66% +$586K 0.38% 53
2025
Q2 		$920K Buy
2,949
+83
+3% +$31.7K 0.22% 90
2025
Q1 		$1.5M Buy
2,866
+89
+3% +$45.5K 0.39% 57
2024
Q4 		$1.4M Buy
2,777
+259
+10% +$147K 0.37% 56
2024
Q3 		$1.47M Sell
2,518
-3
-0.1% -$1.7K 0.39% 57
2024
Q2 		$1.28M Buy
2,521
+831
+49% +$407K 0.37% 60
2024
Q1 		$836K Sell
1,690
-903
-35% -$459K 0.25% 82
2023
Q4 		$1.37M Buy
2,593
+106
+4% +$56.5K 0.44% 51
2023
Q3 		$1.25M Sell
2,487
-154
-6% -$75.8K 0.44% 55
2023
Q2 		$1.27M Buy
2,641
+502
+23% +$245K 0.45% 53
2023
Q1 		$1M Buy
2,139
+224
+12% +$108K 0.37% 63
2022
Q4 		$1.02M Sell
1,915
-12
-0.6% -$6.36K 0.39% 63
2022
Q3 		$973K Sell
1,927
-35
-2% -$18.4K 0.41% 59
2022
Q2 		$1.01M Buy
1,962
+105
+6% +$52.7K 0.41% 63
2022
Q1 		$973K Buy
1,857
+512
+38% +$247K 0.34% 70
2021
Q4 		$675K Buy
1,345
+898
+201% +$406K 0.23% 99
2021
Q3 		$175K Sell
447
-60
-12% -$24.9K 0.07% 222
2021
Q2 		$203K Hold
507
– – 0.08% 194
2021
Q1 		$189K Buy
507
+267
+111% +$92.5K 0.08% 199
2020
Q4 		$84.2K Buy
240
+131
+120% +$43.9K 0.04% 235
2020
Q3 		$34K Hold
109
– – 0.02% 303
2020
Q2 		$32.1K Sell
109
-43
-28% -$12.3K 0.02% 301
2020
Q1 		$38K Hold
152
– – 0.03% 260
2019
Q4 		$45K Buy
152
+72
+90% +$18.8K 0.02% 273
2019
Q3 		$17K Sell
80
-1,387
-95% -$335K 0.01% 304
2019
Q2 		$358K Buy
1,467
+200
+16% +$48.1K 0.23% 112
2019
Q1 		$313K Buy
1,267
+100
+9% +$25.5K 0.21% 129
2018
Q4 		$291K Buy
+1,167
New +$308K 0.25% 109

Other funds holding UNH

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
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
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
PAM
PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

Archer Investment Corporation's UNH Position: Q2 2026 in Review

Archer Investment Corporation reduced its UnitedHealth (UNH) stake by 2.6% in Q2 2026, selling an estimated $48.9K and leaving 4,931 shares worth $2.05M. The position accounts for 0.4% of the portfolio, ranked #51.

Archer Investment Corporation first reported a position in UNH in Q4 2018 and has held it in 31 quarters since. 1,635 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • Archer Investment Corporation held 4,931 shares of UnitedHealth worth $2.05M as of Q2 2026.
  • Archer Investment Corporation sold 132 UnitedHealth shares in Q2 2026, an estimated $48.9K.
  • UnitedHealth made up 0.4% of Archer Investment Corporation's portfolio in Q2 2026, its #51 holding.
  • Archer Investment Corporation first reported a position in UnitedHealth in Q4 2018 and has held it in 31 quarters since.
  • 1,635 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Archer Investment Corporation's 13F filing for Q2 2026, filed 3 Aug 2026.