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Aspiriant LLC’s UnitedHealth UNH Stock Holding History

Aspiriant LLC’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 		$747K Sell
2,760
-266
-9% -$79.2K 0.02% 183
2025
Q4 		$999K Sell
3,026
-50
-2% -$16.9K 0.03% 157
2025
Q3 		$1.06M Sell
3,076
-285
-8% -$86.2K 0.03% 142
2025
Q2 		$1.05M Sell
3,361
-856
-20% -$327K 0.03% 145
2025
Q1 		$2.21M Sell
4,217
-281
-6% -$144K 0.08% 90
2024
Q4 		$2.28M Buy
4,498
+16
+0.4% +$9.09K 0.08% 90
2024
Q3 		$2.62M Buy
4,482
+174
+4% +$98.4K 0.1% 85
2024
Q2 		$2.19M Sell
4,308
-1,759
-29% -$862K 0.09% 86
2024
Q1 		$3M Buy
6,067
+266
+5% +$135K 0.12% 77
2023
Q4 		$3.05M Buy
5,801
+686
+13% +$366K 0.14% 69
2023
Q3 		$2.58M Buy
5,115
+507
+11% +$250K 0.13% 75
2023
Q2 		$2.22M Buy
4,608
+172
+4% +$84.1K 0.11% 87
2023
Q1 		$2.1M Sell
4,436
-103
-2% -$49.7K 0.11% 85
2022
Q4 		$2.41M Buy
4,539
+494
+12% +$262K 0.12% 77
2022
Q3 		$2.04M Buy
4,045
+274
+7% +$144K 0.1% 82
2022
Q2 		$1.94M Buy
3,771
+6
+0.2% +$3.01K 0.09% 83
2022
Q1 		$1.92M Buy
3,765
+279
+8% +$135K 0.11% 90
2021
Q4 		$1.75M Buy
3,486
+706
+25% +$320K 0.09% 94
2021
Q3 		$1.08M Sell
2,780
-196
-7% -$81.2K 0.06% 114
2021
Q2 		$1.19M Buy
2,976
+219
+8% +$87.3K 0.07% 102
2021
Q1 		$1.02M Buy
2,757
+110
+4% +$38.1K 0.07% 104
2020
Q4 		$928K Buy
2,647
+80
+3% +$26.8K 0.06% 106
2020
Q3 		$799K Sell
2,567
-130
-5% -$39.9K 0.06% 116
2020
Q2 		$796K Sell
2,697
-30
-1% -$8.6K 0.07% 101
2020
Q1 		$679K Sell
2,727
-71
-3% -$19.5K 0.07% 103
2019
Q4 		$822K Buy
2,798
+35
+1% +$9.16K 0.08% 104
2019
Q3 		$601K Sell
2,763
-520
-16% -$125K 0.05% 132
2019
Q2 		$802K Sell
3,283
-116
-3% -$27.9K 0.07% 127
2019
Q1 		$840K Sell
3,399
-61
-2% -$15.6K 0.07% 120
2018
Q4 		$862K Buy
3,460
+285
+9% +$75.3K 0.07% 112
2018
Q3 		$845K Sell
3,175
-79
-2% -$20.5K 0.07% 117
2018
Q2 		$798K Sell
3,254
-104
-3% -$25K 0.07% 124
2018
Q1 		$719K Buy
+3,358
New +$767K 0.06% 124
2017
Q4 		– Sell
-1,594
Closed -$312K – 171
2017
Q3 		$312K Sell
1,594
-586
-27% -$113K 0.03% 161
2017
Q2 		$404K Buy
2,180
+467
+27% +$81.9K 0.04% 155
2017
Q1 		$280K Sell
1,713
-719
-30% -$118K 0.02% 177
2016
Q4 		$389K Buy
2,432
+37
+2% +$5.53K 0.04% 148
2016
Q3 		$335K Buy
+2,395
New +$335K 0.03% 159
2016
Q2 		– Sell
-2,735
Closed -$353K – 191
2016
Q1 		$353K Buy
+2,735
New +$324K 0.03% 147
2015
Q4 		– Sell
-4,843
Closed -$588K – 94
2015
Q3 		$588K Buy
4,843
+500
+12% +$59.8K 0.05% 63
2015
Q2 		$530K Buy
+4,343
New +$514K 0.05% 72

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

Aspiriant LLC's UNH Position: Q1 2026 in Review

Aspiriant LLC reduced its UnitedHealth (UNH) stake by 8.8% in Q1 2026, selling an estimated $79.2K and leaving 2,760 shares worth $747K. The position accounts for 0.02% of the portfolio, ranked #183.

Aspiriant LLC first reported a position in UNH in Q2 2015 and has held it in 41 quarters since. The position peaked at $3.05M in Q4 2023. 3,019 funds tracked by Wall St. Rank hold UNH as of Q1 2026.

  • Aspiriant LLC held 2,760 shares of UnitedHealth worth $747K as of Q1 2026.
  • Aspiriant LLC sold 266 UnitedHealth shares in Q1 2026, an estimated $79.2K.
  • UnitedHealth made up 0.02% of Aspiriant LLC's portfolio in Q1 2026, its #183 holding.
  • Aspiriant LLC first reported a position in UnitedHealth in Q2 2015 and has held it in 41 quarters since.
  • Aspiriant LLC's UnitedHealth position peaked at $3.05M in Q4 2023.
  • 3,019 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.

Based on Aspiriant LLC's 13F filing for Q1 2026, filed 12 May 2026.