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Aspen Grove Capital’s UnitedHealth UNH Stock Holding History

Aspen Grove Capital’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 		$1.83M Buy
4,395
+35
+0.8% +$13K 0.26% 48
2026
Q1 		$1.18M Sell
4,360
-97
-2% -$28.9K 0.23% 59
2025
Q4 		$1.47M Sell
4,457
-15
-0.3% -$5.08K 0.26% 55
2025
Q3 		$1.54M Buy
4,472
+1,752
+64% +$530K 0.26% 55
2025
Q2 		$849K Buy
2,720
+1,608
+145% +$615K 0.14% 77
2025
Q1 		$582K Sell
1,112
-110
-9% -$56.2K 0.11% 103
2024
Q4 		$618K Sell
1,222
-107
-8% -$60.8K 0.13% 92
2024
Q3 		$777K Buy
1,329
+37
+3% +$20.9K 0.17% 77
2024
Q2 		$659K Sell
1,292
-90
-7% -$44.1K 0.16% 81
2024
Q1 		$684K Buy
1,382
+153
+12% +$77.8K 0.19% 76
2023
Q4 		$661K Sell
1,229
-7
-0.6% -$3.73K 0.2% 76
2023
Q3 		$623K Sell
1,236
-340
-22% -$167K 0.23% 75
2023
Q2 		$757K Buy
1,576
+662
+72% +$324K 0.25% 80
2023
Q1 		$432K Buy
914
+180
+25% +$86.9K 0.19% 94
2022
Q4 		$389K Buy
+734
New +$389K 0.18% 94

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 $3.38T AUM 44.17% 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

Aspen Grove Capital's UNH Position: Q2 2026 in Review

Aspen Grove Capital increased its UnitedHealth (UNH) stake by 0.8% in Q2 2026, buying an estimated $13K and bringing the position to 4,395 shares worth $1.83M. The position accounts for 0.26% of the portfolio, ranked #48.

Aspen Grove Capital first reported a position in UNH in Q4 2022 and has held it in 15 quarters since. 3,394 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • Aspen Grove Capital held 4,395 shares of UnitedHealth worth $1.83M as of Q2 2026.
  • Aspen Grove Capital bought 35 UnitedHealth shares in Q2 2026, an estimated $13K.
  • UnitedHealth made up 0.26% of Aspen Grove Capital's portfolio in Q2 2026, its #48 holding.
  • Aspen Grove Capital first reported a position in UnitedHealth in Q4 2022 and has held it in 15 quarters since.
  • 3,394 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Aspen Grove Capital's 13F filing for Q2 2026, filed 14 Aug 2026.