Aspect Partners’s UnitedHealth UNH Stock Holding History

Aspect Partners’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	$118K	Sell	283 -6	-2%	-$2.22K	0.04%	105
2026 Q1	$78.2K	Sell	289 -24	-8%	-$7.15K	0.03%	119
2025 Q4	$103K	Sell	313 -2	-0.6%	-$678	0.05%	107
2025 Q3	$109K	Buy	315 +9	+3%	+$2.72K	0.05%	105
2025 Q2	$95.5K	Sell	306 -9	-3%	-$3.44K	0.05%	117
2025 Q1	$165K	Sell	315 -16	-5%	-$8.18K	0.09%	77
2024 Q4	$167K	Buy	331 +12	+4%	+$6.82K	0.1%	75
2024 Q3	$187K	Hold	319	–	–	0.1%	70
2024 Q2	$162K	Hold	319	–	–	0.1%	79
2024 Q1	$158K	Hold	319	–	–	0.12%	77
2023 Q4	$168K	Buy	+319	New	+$170K	0.11%	71

Other funds holding UNH

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

PAM

PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Aspect Partners's UNH Position: Q2 2026 in Review

Aspect Partners reduced its UnitedHealth (UNH) stake by 2.1% in Q2 2026, selling an estimated $2.22K and leaving 283 shares worth $118K. The position accounts for 0.04% of the portfolio, ranked #105.

Aspect Partners first reported a position in UNH in Q4 2023 and has held it in 11 quarters since. The position peaked at $187K in Q3 2024. 1,059 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

Aspect Partners held 283 shares of UnitedHealth worth $118K as of Q2 2026.
Aspect Partners sold 6 UnitedHealth shares in Q2 2026, an estimated $2.22K.
UnitedHealth made up 0.04% of Aspect Partners's portfolio in Q2 2026, its #105 holding.
Aspect Partners first reported a position in UnitedHealth in Q4 2023 and has held it in 11 quarters since.
Aspect Partners's UnitedHealth position peaked at $187K in Q3 2024.
1,059 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Aspect Partners's 13F filing for Q2 2026, filed 16 Jul 2026.