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AssuredPartners Investment Advisors’s UnitedHealth UNH Stock Holding History

AssuredPartners Investment Advisors’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 		$490K Sell
1,179
-279
-19% -$103K 0.05% 263
2026
Q1 		$410K Buy
1,458
+71
+5% +$21.1K 0.04% 287
2025
Q4 		$458K Buy
1,387
+282
+26% +$95.6K 0.07% 223
2025
Q3 		$382K Sell
1,105
-151
-12% -$45.7K 0.08% 175
2025
Q2 		$392K Sell
1,256
-5,214
-81% -$1.99M 0.1% 158
2025
Q1 		$3.39M Sell
6,470
-726
-10% -$371K 0.65% 39
2024
Q4 		$3.64M Buy
+7,196
New +$4.09M 0.71% 36

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

AssuredPartners Investment Advisors's UNH Position: Q2 2026 in Review

AssuredPartners Investment Advisors reduced its UnitedHealth (UNH) stake by 19% in Q2 2026, selling an estimated $103K and leaving 1,179 shares worth $490K. The position accounts for 0.05% of the portfolio, ranked #263.

AssuredPartners Investment Advisors first reported a position in UNH in Q4 2024 and has held it in 7 quarters since. The position peaked at $3.64M in Q4 2024. 3,394 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • AssuredPartners Investment Advisors held 1,179 shares of UnitedHealth worth $490K as of Q2 2026.
  • AssuredPartners Investment Advisors sold 279 UnitedHealth shares in Q2 2026, an estimated $103K.
  • UnitedHealth made up 0.05% of AssuredPartners Investment Advisors's portfolio in Q2 2026, its #263 holding.
  • AssuredPartners Investment Advisors first reported a position in UnitedHealth in Q4 2024 and has held it in 7 quarters since.
  • AssuredPartners Investment Advisors's UnitedHealth position peaked at $3.64M in Q4 2024.
  • 3,394 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on AssuredPartners Investment Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.