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 Q2	$271K	Buy	+652	New	+$242K	0.11%	53
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 $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Aufman Associates's UNH Position: Q2 2026 in Review

Aufman Associates opened a new position in UnitedHealth (UNH) in Q2 2026: 652 shares worth $271K. The stake represents 0.11% of the portfolio and ranks #53 among its holdings. This is a return to the name: Aufman Associates previously reported a position in UNH as recently as Q4 2025.

Aufman Associates first reported a position in UNH in Q2 2021 and has held it in 20 quarters since. The position peaked at $495K in Q4 2022. 3,386 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

Aufman Associates held 652 shares of UnitedHealth worth $271K as of Q2 2026.
UnitedHealth was a new Aufman Associates position in Q2 2026.
UnitedHealth made up 0.11% of Aufman Associates's portfolio in Q2 2026, its #53 holding.
Aufman Associates first reported a position in UnitedHealth in Q2 2021 and has held it in 20 quarters since.
Aufman Associates's UnitedHealth position peaked at $495K in Q4 2022.
3,386 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Aufman Associates's 13F filing for Q2 2026, filed 12 Aug 2026.