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Ashton Thomas Private Wealth’s UnitedHealth UNH Stock Holding History

Ashton Thomas Private Wealth’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 		$9.75M Buy
23,459
+463
+2% +$172K 0.2% 105
2026
Q1 		$6.22M Sell
22,996
-1,411
-6% -$420K 0.15% 149
2025
Q4 		$8.06M Sell
24,407
-1,401
-5% -$475K 0.2% 112
2025
Q3 		$8.91M Buy
25,808
+594
+2% +$180K 0.23% 103
2025
Q2 		$7.87M Sell
25,214
-5,786
-19% -$2.21M 0.28% 87
2025
Q1 		$16.2M Sell
31,000
-2,869
-8% -$1.47M 0.62% 32
2024
Q4 		$17.1M Sell
33,869
-2,101
-6% -$1.19M 0.67% 28
2024
Q3 		$21M Buy
35,970
+269
+0.8% +$152K 1.11% 16
2024
Q2 		$18.2M Buy
35,701
+356
+1% +$174K 0.99% 14
2024
Q1 		$17.5M Buy
35,345
+983
+3% +$500K 1% 14
2023
Q4 		$18.1M Buy
34,362
+2,026
+6% +$1.08M 1.14% 11
2023
Q3 		$16.3M Buy
32,336
+2,413
+8% +$1.19M 1.19% 14
2023
Q2 		$14.4M Buy
29,923
+4,378
+17% +$2.14M 1.1% 12
2023
Q1 		$12.1M Buy
25,545
+1,657
+7% +$800K 1.06% 15
2022
Q4 		$12.7M Buy
23,888
+403
+2% +$213K 1.26% 11
2022
Q3 		$11.9M Sell
23,485
-1,378
-6% -$725K 1.34% 10
2022
Q2 		$12.8M Sell
24,863
-2,080
-8% -$1.04M 1.38% 11
2022
Q1 		$13.7M Buy
26,943
+3,550
+15% +$1.71M 1.2% 10
2021
Q4 		$11.7M Buy
23,393
+7,270
+45% +$3.29M 1.14% 10
2021
Q3 		$6.3M Buy
16,123
+1,246
+8% +$516K 0.91% 23
2021
Q2 		$5.96M Sell
14,877
-524
-3% -$209K 0.91% 22
2021
Q1 		$5.73M Buy
15,401
+2,076
+16% +$719K 0.97% 20
2020
Q4 		$4.67M Buy
13,325
+8,313
+166% +$2.79M 0.89% 20
2020
Q3 		$1.56M Buy
5,012
+1,607
+47% +$494K 0.39% 68
2020
Q2 		$1M Buy
3,405
+1,529
+82% +$438K 0.3% 94
2020
Q1 		$468K Buy
1,876
+60
+3% +$16.5K 0.19% 131
2019
Q4 		$534K Buy
+1,816
New +$475K 0.18% 137

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

Ashton Thomas Private Wealth's UNH Position: Q2 2026 in Review

Ashton Thomas Private Wealth increased its UnitedHealth (UNH) stake by 2% in Q2 2026, buying an estimated $172K and bringing the position to 23,459 shares worth $9.75M. The position accounts for 0.2% of the portfolio, ranked #105.

Ashton Thomas Private Wealth first reported a position in UNH in Q4 2019 and has held it in 27 quarters since. The position peaked at $21M in Q3 2024. 1,733 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • Ashton Thomas Private Wealth held 23,459 shares of UnitedHealth worth $9.75M as of Q2 2026.
  • Ashton Thomas Private Wealth bought 463 UnitedHealth shares in Q2 2026, an estimated $172K.
  • UnitedHealth made up 0.2% of Ashton Thomas Private Wealth's portfolio in Q2 2026, its #105 holding.
  • Ashton Thomas Private Wealth first reported a position in UnitedHealth in Q4 2019 and has held it in 27 quarters since.
  • Ashton Thomas Private Wealth's UnitedHealth position peaked at $21M in Q3 2024.
  • 1,733 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Ashton Thomas Private Wealth's 13F filing for Q2 2026, filed 29 Jul 2026.