Aufman Associates’s UnitedHealth UNH Stock Holding History

Aufman Associates’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	–	Sell	-652	Closed	-$215K	–	67
2025 Q4	$215K	Hold	652	–	–	0.11%	61
2025 Q3	$225K	Sell	652 -11	-2%	-$3.33K	0.13%	60
2025 Q2	$207K	Hold	663	–	–	0.13%	61
2025 Q1	$347K	Buy	663 +1	+0.2%	+$511	0.24%	36
2024 Q4	$335K	Hold	662	–	–	0.23%	37
2024 Q3	$387K	Buy	662 +30	+5%	+$17K	0.25%	35
2024 Q2	$322K	Buy	632 +7	+1%	+$3.43K	0.23%	30
2024 Q1	$309K	Hold	625	–	–	0.22%	32
2023 Q4	$329K	Hold	625	–	–	0.25%	29
2023 Q3	$315K	Hold	625	–	–	0.26%	28
2023 Q2	$301K	Sell	625 -310	-33%	-$152K	0.25%	31
2023 Q1	$442K	Buy	935 +1	+0.1%	+$483	0.38%	24
2022 Q4	$495K	Buy	934 +1	+0.1%	+$530	0.46%	19
2022 Q3	$471K	Buy	933 +1	+0.1%	+$526	0.5%	18
2022 Q2	$478K	Buy	932 +1	+0.1%	+$502	0.45%	21
2022 Q1	$475K	Buy	931 +1	+0.1%	+$482	0.37%	23
2021 Q4	$467K	Buy	930 +11	+1%	+$4.98K	0.35%	22
2021 Q3	$359K	Buy	919 +1	+0.1%	+$414	0.3%	25
2021 Q2	$367K	Buy	+918	New	+$366K	0.28%	25

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

Aufman Associates's UNH Position: Q1 2026 in Review

Aufman Associates sold out of UnitedHealth (UNH) in Q1 2026, closing a stake of 652 shares — an estimated $215K sold.

Aufman Associates first reported a position in UNH in Q2 2021 and held it in 19 quarters. The position peaked at $495K in Q4 2022. 3,024 funds tracked by Wall St. Rank hold UNH as of Q1 2026.

Aufman Associates reported no remaining UnitedHealth position as of Q1 2026 after selling out during the quarter.
Aufman Associates sold 652 UnitedHealth shares in Q1 2026, an estimated $215K.
Aufman Associates first reported a position in UnitedHealth in Q2 2021 and held it in 19 quarters.
Aufman Associates's UnitedHealth position peaked at $495K in Q4 2022.
3,024 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.

Based on Aufman Associates's 13F filing for Q1 2026, filed 15 May 2026.