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Argent Advisors’s UnitedHealth UNH Stock Holding History

Argent 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 		$292K Sell
703
-42
-6% -$15.6K 0.07% 156
2026
Q1 		$202K Buy
745
+5
+0.7% +$1.49K 0.06% 170
2025
Q4 		$244K Sell
740
-300
-29% -$102K 0.07% 154
2025
Q3 		$359K Buy
1,040
+391
+60% +$118K 0.11% 123
2025
Q2 		$202K Sell
649
-3
-0.5% -$1.15K 0.06% 148
2025
Q1 		$341K Sell
652
-1,586
-71% -$811K 0.11% 120
2024
Q4 		$1.13M Buy
2,238
+88
+4% +$50K 0.42% 66
2024
Q3 		$1.26M Sell
2,150
-6
-0.3% -$3.39K 0.47% 59
2024
Q2 		$1.1M Buy
2,156
+63
+3% +$30.9K 0.44% 64
2024
Q1 		$1.04M Buy
2,093
+193
+10% +$98.1K 0.41% 66
2023
Q4 		$1M Sell
1,900
-4
-0.2% -$2.13K 0.44% 64
2023
Q3 		$960K Buy
1,904
+11
+0.6% +$5.41K 0.44% 58
2023
Q2 		$910K Buy
1,893
+101
+6% +$49.4K 0.42% 64
2023
Q1 		$847K Buy
1,792
+14
+0.8% +$6.76K 0.4% 67
2022
Q4 		$943K Sell
1,778
-1
-0.1% -$530 0.49% 58
2022
Q3 		$899K Sell
1,779
-116
-6% -$61K 0.52% 52
2022
Q2 		$973K Buy
1,895
+37
+2% +$18.6K 0.55% 54
2022
Q1 		$948K Buy
1,858
+76
+4% +$36.7K 0.51% 59
2021
Q4 		$895K Sell
1,782
-58
-3% -$26.3K 0.48% 62
2021
Q3 		$719K Buy
1,840
+73
+4% +$30.2K 0.41% 67
2021
Q2 		$708K Buy
1,767
+111
+7% +$44.3K 0.43% 68
2021
Q1 		$616K Sell
1,656
-237
-13% -$82.1K 0.4% 74
2020
Q4 		$664K Buy
1,893
+13
+0.7% +$4.36K 0.41% 67
2020
Q3 		$586K Buy
1,880
+141
+8% +$43.3K 0.4% 71
2020
Q2 		$512K Buy
1,739
+623
+56% +$179K 0.39% 68
2020
Q1 		$278K Buy
1,116
+637
+133% +$175K 0.28% 87
2019
Q4 		$141K Buy
+479
New +$125K 0.11% 128

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

Argent Advisors's UNH Position: Q2 2026 in Review

Argent Advisors reduced its UnitedHealth (UNH) stake by 5.6% in Q2 2026, selling an estimated $15.6K and leaving 703 shares worth $292K. The position accounts for 0.07% of the portfolio, ranked #156.

Argent Advisors first reported a position in UNH in Q4 2019 and has held it in 27 quarters since. The position peaked at $1.26M in Q3 2024. 3,386 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • Argent Advisors held 703 shares of UnitedHealth worth $292K as of Q2 2026.
  • Argent Advisors sold 42 UnitedHealth shares in Q2 2026, an estimated $15.6K.
  • UnitedHealth made up 0.07% of Argent Advisors's portfolio in Q2 2026, its #156 holding.
  • Argent Advisors first reported a position in UnitedHealth in Q4 2019 and has held it in 27 quarters since.
  • Argent Advisors's UnitedHealth position peaked at $1.26M in Q3 2024.
  • 3,386 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Argent Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.