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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
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 $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 Wealth Strategies's UNH Position: Q1 2026 in Review

Aspen Wealth Strategies reduced its UnitedHealth (UNH) stake by 2.8% in Q1 2026, selling an estimated $11.9K and leaving 1,389 shares worth $376K. The position accounts for 0.2% of the portfolio, ranked #66.

Aspen Wealth Strategies first reported a position in UNH in Q4 2022 and has held it in 14 quarters since. The position peaked at $1.08M in Q2 2024. 3,021 funds tracked by Wall St. Rank hold UNH as of Q1 2026.

  • Aspen Wealth Strategies held 1,389 shares of UnitedHealth worth $376K as of Q1 2026.
  • Aspen Wealth Strategies sold 40 UnitedHealth shares in Q1 2026, an estimated $11.9K.
  • UnitedHealth made up 0.2% of Aspen Wealth Strategies's portfolio in Q1 2026, its #66 holding.
  • Aspen Wealth Strategies first reported a position in UnitedHealth in Q4 2022 and has held it in 14 quarters since.
  • Aspen Wealth Strategies's UnitedHealth position peaked at $1.08M in Q2 2024.
  • 3,021 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.

Based on Aspen Wealth Strategies's 13F filing for Q1 2026, filed 8 May 2026.