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 Q3	$104K	Hold	283	–	–	0.04%	109
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

Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

PineStone Asset Management Montreal, Quebec, Canada $15.4B AUM 14.92% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.8B AUM 30.39% 1-Year Est. Return

Cardano Risk Management Rotterdam, Netherlands $18.2B AUM 38.97% 1-Year Est. Return

Aspect Partners's UNH Position: Q3 2026 in Review

Aspect Partners held its UnitedHealth (UNH) position steady in Q3 2026 at 283 shares worth $104K. The position accounts for 0.04% of the portfolio, ranked #109.

Aspect Partners first reported a position in UNH in Q4 2023 and has held it in 12 quarters since. The position peaked at $187K in Q3 2024. 993 funds tracked by Wall St. Rank hold UNH as of Q3 2026.

Aspect Partners held 283 shares of UnitedHealth worth $104K as of Q3 2026.
Aspect Partners left its UnitedHealth share count unchanged in Q3 2026.
UnitedHealth made up 0.04% of Aspect Partners's portfolio in Q3 2026, its #109 holding.
Aspect Partners first reported a position in UnitedHealth in Q4 2023 and has held it in 12 quarters since.
Aspect Partners's UnitedHealth position peaked at $187K in Q3 2024.
993 funds tracked by Wall St. Rank held UnitedHealth as of Q3 2026.

Based on Aspect Partners's 13F filing for Q3 2026, filed 20 Oct 2026.