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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
Q2 		$413K Sell
994
-198
-17% -$73.4K 0.06% 119
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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

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

Asset Management Group reduced its UnitedHealth (UNH) stake by 17% in Q2 2026, selling an estimated $73.4K and leaving 994 shares worth $413K. The position accounts for 0.06% of the portfolio, ranked #119.

Asset Management Group first reported a position in UNH in Q4 2020 and has held it in 23 quarters since. The position peaked at $1.03M in Q3 2024. 3,394 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • Asset Management Group held 994 shares of UnitedHealth worth $413K as of Q2 2026.
  • Asset Management Group sold 198 UnitedHealth shares in Q2 2026, an estimated $73.4K.
  • UnitedHealth made up 0.06% of Asset Management Group's portfolio in Q2 2026, its #119 holding.
  • Asset Management Group first reported a position in UnitedHealth in Q4 2020 and has held it in 23 quarters since.
  • Asset Management Group's UnitedHealth position peaked at $1.03M in Q3 2024.
  • 3,394 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Asset Management Group's 13F filing for Q2 2026, filed 14 Aug 2026.