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Aspen Wealth Strategies’s UnitedHealth UNH Stock Holding History

Aspen Wealth Strategies’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 		$605K Buy
1,457
+68
+5% +$25.2K 0.29% 49
2026
Q1 		$376K Sell
1,389
-40
-3% -$11.9K 0.2% 66
2025
Q4 		$472K Buy
1,429
+9
+0.6% +$3.05K 0.26% 54
2025
Q3 		$490K Sell
1,420
-172
-11% -$52K 0.27% 52
2025
Q2 		$497K Sell
1,592
-153
-9% -$58.5K 0.3% 49
2025
Q1 		$914K Sell
1,745
-30
-2% -$15.3K 0.6% 26
2024
Q4 		$898K Buy
1,775
+25
+1% +$14.2K 0.57% 27
2024
Q3 		$1.02M Sell
1,750
-126
-7% -$71.3K 0.66% 21
2024
Q2 		$1.08M Sell
1,876
-72
-4% -$35.3K 0.75% 22
2024
Q1 		$964K Buy
1,948
+113
+6% +$57.4K 0.67% 24
2023
Q4 		$966K Sell
1,835
-7
-0.4% -$3.73K 0.7% 27
2023
Q3 		$929K Buy
1,842
+12
+0.7% +$5.91K 0.72% 24
2023
Q2 		$879K Buy
1,830
+39
+2% +$19.1K 0.67% 25
2023
Q1 		$846K Sell
1,791
-2
-0.1% -$965 0.66% 21
2022
Q4 		$950K Buy
+1,793
New +$950K 0.76% 20

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 $3.37T AUM 44.26% 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 Wealth Strategies's UNH Position: Q2 2026 in Review

Aspen Wealth Strategies increased its UnitedHealth (UNH) stake by 4.9% in Q2 2026, buying an estimated $25.2K and bringing the position to 1,457 shares worth $605K. The position accounts for 0.29% of the portfolio, ranked #49.

Aspen Wealth Strategies first reported a position in UNH in Q4 2022 and has held it in 15 quarters since. The position peaked at $1.08M in Q2 2024. 3,379 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • Aspen Wealth Strategies held 1,457 shares of UnitedHealth worth $605K as of Q2 2026.
  • Aspen Wealth Strategies bought 68 UnitedHealth shares in Q2 2026, an estimated $25.2K.
  • UnitedHealth made up 0.29% of Aspen Wealth Strategies's portfolio in Q2 2026, its #49 holding.
  • Aspen Wealth Strategies first reported a position in UnitedHealth in Q4 2022 and has held it in 15 quarters since.
  • Aspen Wealth Strategies's UnitedHealth position peaked at $1.08M in Q2 2024.
  • 3,379 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Aspen Wealth Strategies's 13F filing for Q2 2026, filed 7 Aug 2026.