Asset Advisory Group’s UnitedHealth UNH Stock Holding History

Asset Advisory Group’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	$513K	Hold	1,235	–	–	0.22%	70
2026 Q1	$334K	Sell	1,235 -105	-8%	-$31.3K	0.17%	90
2025 Q4	$442K	Buy	+1,340	New	+$454K	0.22%	74

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 $3.38T AUM 44.17% 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

Asset Advisory Group's UNH Position: Q2 2026 in Review

Asset Advisory Group held its UnitedHealth (UNH) position steady in Q2 2026 at 1,235 shares worth $513K. The position accounts for 0.22% of the portfolio, ranked #70.

Asset Advisory Group first reported a position in UNH in Q4 2025 and has held it in 3 quarters since. 3,394 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

Asset Advisory Group held 1,235 shares of UnitedHealth worth $513K as of Q2 2026.
Asset Advisory Group left its UnitedHealth share count unchanged in Q2 2026.
UnitedHealth made up 0.22% of Asset Advisory Group's portfolio in Q2 2026, its #70 holding.
Asset Advisory Group first reported a position in UnitedHealth in Q4 2025 and has held it in 3 quarters since.
3,394 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Asset Advisory Group's 13F filing for Q2 2026, filed 9 Jul 2026.