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Ashton Thomas Securities’s UnitedHealth UNH Stock Holding History

Ashton Thomas Securities’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 		$2.44M Buy
5,914
+522
+10% +$193K 0.36% 61
2026
Q1 		$1.46M Buy
5,392
+363
+7% +$108K 0.18% 130
2025
Q4 		$1.66M Buy
5,029
+3,894
+343% +$1.32M 0.32% 73
2025
Q3 		$396K Sell
1,135
-1,074
-49% -$325K 0.06% 247
2025
Q2 		$585K Buy
2,209
+793
+56% +$303K 0.14% 153
2025
Q1 		$736K Sell
1,416
-1,120
-44% -$573K 0.2% 125
2024
Q4 		$1.29M Buy
2,536
+12
+0.5% +$6.82K 0.35% 67
2024
Q3 		$1.48M Buy
2,524
+1,419
+128% +$803K 0.29% 84
2024
Q2 		$542K Buy
+1,105
New +$542K 0.13% 156

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 Securities's UNH Position: Q2 2026 in Review

Ashton Thomas Securities increased its UnitedHealth (UNH) stake by 9.7% in Q2 2026, buying an estimated $193K and bringing the position to 5,914 shares worth $2.44M. The position accounts for 0.36% of the portfolio, ranked #61.

Ashton Thomas Securities first reported a position in UNH in Q2 2024 and has held it in 9 quarters since. 1,793 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • Ashton Thomas Securities held 5,914 shares of UnitedHealth worth $2.44M as of Q2 2026.
  • Ashton Thomas Securities bought 522 UnitedHealth shares in Q2 2026, an estimated $193K.
  • UnitedHealth made up 0.36% of Ashton Thomas Securities's portfolio in Q2 2026, its #61 holding.
  • Ashton Thomas Securities first reported a position in UnitedHealth in Q2 2024 and has held it in 9 quarters since.
  • 1,793 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Ashton Thomas Securities's 13F filing for Q2 2026, filed 27 Jul 2026.