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 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 New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

AssuredPartners Investment Advisors's UNH Position: Q1 2026 in Review

AssuredPartners Investment Advisors increased its UnitedHealth (UNH) stake by 5.1% in Q1 2026, buying an estimated $21.1K and bringing the position to 1,458 shares worth $410K. The position accounts for 0.04% of the portfolio, ranked #287.

AssuredPartners Investment Advisors first reported a position in UNH in Q4 2024 and has held it in 6 quarters since. The position peaked at $3.64M in Q4 2024. 3,021 funds tracked by Wall St. Rank hold UNH as of Q1 2026.

AssuredPartners Investment Advisors held 1,458 shares of UnitedHealth worth $410K as of Q1 2026.
AssuredPartners Investment Advisors bought 71 UnitedHealth shares in Q1 2026, an estimated $21.1K.
UnitedHealth made up 0.04% of AssuredPartners Investment Advisors's portfolio in Q1 2026, its #287 holding.
AssuredPartners Investment Advisors first reported a position in UnitedHealth in Q4 2024 and has held it in 6 quarters since.
AssuredPartners Investment Advisors's UnitedHealth position peaked at $3.64M in Q4 2024.
3,021 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.

Based on AssuredPartners Investment Advisors's 13F filing for Q1 2026, filed 13 Apr 2026.