Aspetuck Financial Management’s UnitedHealth UNH Stock Holding History

Aspetuck Financial Management’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	$498K	Sell	1,199 -20	-2%	-$7.41K	0.29%	60
2026 Q1	$330K	Hold	1,219	–	–	0.23%	66
2025 Q4	$402K	Hold	1,219	–	–	0.27%	59
2025 Q3	$421K	Sell	1,219 -35	-3%	-$10.6K	0.29%	56
2025 Q2	$391K	Sell	1,254 -55	-4%	-$21K	0.29%	56
2025 Q1	$686K	Sell	1,309 -5	-0.4%	-$2.56K	0.59%	35
2024 Q4	$665K	Buy	+1,314	New	+$747K	0.52%	37

Other funds holding UNH

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Aspetuck Financial Management's UNH Position: Q2 2026 in Review

Aspetuck Financial Management reduced its UnitedHealth (UNH) stake by 1.6% in Q2 2026, selling an estimated $7.41K and leaving 1,199 shares worth $498K. The position accounts for 0.29% of the portfolio, ranked #60.

Aspetuck Financial Management first reported a position in UNH in Q4 2024 and has held it in 7 quarters since. The position peaked at $686K in Q1 2025. 3,378 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

Aspetuck Financial Management held 1,199 shares of UnitedHealth worth $498K as of Q2 2026.
Aspetuck Financial Management sold 20 UnitedHealth shares in Q2 2026, an estimated $7.41K.
UnitedHealth made up 0.29% of Aspetuck Financial Management's portfolio in Q2 2026, its #60 holding.
Aspetuck Financial Management first reported a position in UnitedHealth in Q4 2024 and has held it in 7 quarters since.
Aspetuck Financial Management's UnitedHealth position peaked at $686K in Q1 2025.
3,378 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Aspetuck Financial Management's 13F filing for Q2 2026, filed 11 Aug 2026.