AGC
UNH icon

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
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Aspen Grove Capital's UNH Position: Q1 2026 in Review

Aspen Grove Capital reduced its UnitedHealth (UNH) stake by 2.2% in Q1 2026, selling an estimated $28.9K and leaving 4,360 shares worth $1.18M. The position accounts for 0.23% of the portfolio, ranked #59.

Aspen Grove Capital first reported a position in UNH in Q4 2022 and has held it in 14 quarters since. The position peaked at $1.54M in Q3 2025. 3,026 funds tracked by Wall St. Rank hold UNH as of Q1 2026.

  • Aspen Grove Capital held 4,360 shares of UnitedHealth worth $1.18M as of Q1 2026.
  • Aspen Grove Capital sold 97 UnitedHealth shares in Q1 2026, an estimated $28.9K.
  • UnitedHealth made up 0.23% of Aspen Grove Capital's portfolio in Q1 2026, its #59 holding.
  • Aspen Grove Capital first reported a position in UnitedHealth in Q4 2022 and has held it in 14 quarters since.
  • Aspen Grove Capital's UnitedHealth position peaked at $1.54M in Q3 2025.
  • 3,026 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.

Based on Aspen Grove Capital's 13F filing for Q1 2026, filed 14 May 2026.