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Asset One Wealth Management’s UnitedHealth UNH Stock Holding History

Asset One Wealth 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 		$608K Buy
1,453
+75
+5% +$27.8K 0.06% 210
2026
Q1 		$477K Buy
+1,378
New +$410K 0.05% 224

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 One Wealth Management's UNH Position: Q2 2026 in Review

Asset One Wealth Management increased its UnitedHealth (UNH) stake by 5.4% in Q2 2026, buying an estimated $27.8K and bringing the position to 1,453 shares worth $608K. The position accounts for 0.06% of the portfolio, ranked #210.

Asset One Wealth Management first reported a position in UNH in Q1 2026 and has held it in 2 quarters since. 3,394 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • Asset One Wealth Management held 1,453 shares of UnitedHealth worth $608K as of Q2 2026.
  • Asset One Wealth Management bought 75 UnitedHealth shares in Q2 2026, an estimated $27.8K.
  • UnitedHealth made up 0.06% of Asset One Wealth Management's portfolio in Q2 2026, its #210 holding.
  • Asset One Wealth Management first reported a position in UnitedHealth in Q1 2026 and has held it in 2 quarters since.
  • 3,394 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

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