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Asset Management Group’s UnitedHealth UNH Stock Holding History

Asset Management 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
Q1 		$322K Buy
1,192
+121
+11% +$36K 0.05% 121
2025
Q4 		$354K Sell
1,071
-620
-37% -$210K 0.06% 118
2025
Q3 		$584K Sell
1,691
-11
-0.6% -$3.33K 0.1% 106
2025
Q2 		$531K Sell
1,702
-71
-4% -$27.1K 0.09% 106
2025
Q1 		$929K Buy
1,773
+6
+0.3% +$3.07K 0.17% 87
2024
Q4 		$894K Buy
1,767
+5
+0.3% +$2.84K 0.16% 88
2024
Q3 		$1.03M Sell
1,762
-84
-5% -$47.5K 0.18% 88
2024
Q2 		$940K Buy
1,846
+8
+0.4% +$3.92K 0.18% 88
2024
Q1 		$909K Buy
1,838
+11
+0.6% +$5.59K 0.17% 87
2023
Q4 		$962K Buy
1,827
+6
+0.3% +$3.2K 0.19% 85
2023
Q3 		$918K Buy
1,821
+25
+1% +$12.3K 0.2% 83
2023
Q2 		$863K Buy
1,796
+61
+4% +$29.8K 0.18% 85
2023
Q1 		$820K Buy
1,735
+6
+0.3% +$2.9K 0.18% 85
2022
Q4 		$917K Buy
1,729
+5
+0.3% +$2.65K 0.22% 82
2022
Q3 		$871K Sell
1,724
-27
-2% -$14.2K 0.22% 81
2022
Q2 		$899K Buy
1,751
+57
+3% +$28.6K 0.22% 82
2022
Q1 		$864K Buy
1,694
+5
+0.3% +$2.41K 0.18% 83
2021
Q4 		$848K Sell
1,689
-114
-6% -$51.6K 0.17% 81
2021
Q3 		$705K Buy
1,803
+620
+52% +$257K 0.14% 86
2021
Q2 		$474K Buy
1,183
+4
+0.3% +$1.59K 0.1% 98
2021
Q1 		$439K Buy
1,179
+429
+57% +$149K 0.1% 98
2020
Q4 		$263K Buy
+750
New +$251K 0.06% 105

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

Asset Management Group's UNH Position: Q1 2026 in Review

Asset Management Group increased its UnitedHealth (UNH) stake by 11% in Q1 2026, buying an estimated $36K and bringing the position to 1,192 shares worth $322K. The position accounts for 0.05% of the portfolio, ranked #121.

Asset Management Group first reported a position in UNH in Q4 2020 and has held it in 22 quarters since. The position peaked at $1.03M in Q3 2024. 3,026 funds tracked by Wall St. Rank hold UNH as of Q1 2026.

  • Asset Management Group held 1,192 shares of UnitedHealth worth $322K as of Q1 2026.
  • Asset Management Group bought 121 UnitedHealth shares in Q1 2026, an estimated $36K.
  • UnitedHealth made up 0.05% of Asset Management Group's portfolio in Q1 2026, its #121 holding.
  • Asset Management Group first reported a position in UnitedHealth in Q4 2020 and has held it in 22 quarters since.
  • Asset Management Group's UnitedHealth position peaked at $1.03M in Q3 2024.
  • 3,026 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.

Based on Asset Management Group's 13F filing for Q1 2026, filed 15 May 2026.