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 Q3	$246K	Buy	670 +18	+3%	+$7.25K	0.1%	55
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

Sanders Capital West Palm Beach, Florida $103B AUM 36.66% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $53.6B AUM 32.29% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

Aufman Associates's UNH Position: Q3 2026 in Review

Aufman Associates increased its UnitedHealth (UNH) stake by 2.8% in Q3 2026, buying an estimated $7.25K and bringing the position to 670 shares worth $246K. The position accounts for 0.1% of the portfolio, ranked #55.

Aufman Associates first reported a position in UNH in Q2 2021 and has held it in 21 quarters since. The position peaked at $495K in Q4 2022. 1,710 funds tracked by Wall St. Rank hold UNH as of Q3 2026.

Aufman Associates held 670 shares of UnitedHealth worth $246K as of Q3 2026.
Aufman Associates bought 18 UnitedHealth shares in Q3 2026, an estimated $7.25K.
UnitedHealth made up 0.1% of Aufman Associates's portfolio in Q3 2026, its #55 holding.
Aufman Associates first reported a position in UnitedHealth in Q2 2021 and has held it in 21 quarters since.
Aufman Associates's UnitedHealth position peaked at $495K in Q4 2022.
1,710 funds tracked by Wall St. Rank held UnitedHealth as of Q3 2026.

Based on Aufman Associates's 13F filing for Q3 2026, filed 4 Nov 2026.