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Auxano Advisors’s UnitedHealth UNH Stock Holding History

Auxano 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 		$410K Buy
987
+94
+11% +$34.8K 0.08% 140
2026
Q1 		$242K Buy
893
+138
+18% +$41.1K 0.05% 177
2025
Q4 		$249K Sell
755
-209
-22% -$70.8K 0.05% 170
2025
Q3 		$333K Buy
964
+32
+3% +$9.68K 0.07% 121
2025
Q2 		$291K Sell
932
-305
-25% -$117K 0.07% 133
2025
Q1 		$648K Buy
1,237
+9
+0.7% +$4.6K 0.17% 83
2024
Q4 		$621K Buy
1,228
+39
+3% +$22.2K 0.16% 86
2024
Q3 		$695K Buy
1,189
+96
+9% +$54.3K 0.18% 86
2024
Q2 		$557K Buy
1,093
+162
+17% +$79.4K 0.15% 93
2024
Q1 		$461K Buy
931
+477
+105% +$242K 0.13% 98
2023
Q4 		$239K Buy
+454
New +$242K 0.08% 118
2023
Q1 		– Sell
-380
Closed -$201K – 110
2022
Q4 		$201K Buy
+380
New +$201K 0.09% 95

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

Auxano Advisors's UNH Position: Q2 2026 in Review

Auxano Advisors increased its UnitedHealth (UNH) stake by 11% in Q2 2026, buying an estimated $34.8K and bringing the position to 987 shares worth $410K. The position accounts for 0.08% of the portfolio, ranked #140.

Auxano Advisors first reported a position in UNH in Q4 2022 and has held it in 12 quarters since. The position peaked at $695K in Q3 2024. 3,394 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • Auxano Advisors held 987 shares of UnitedHealth worth $410K as of Q2 2026.
  • Auxano Advisors bought 94 UnitedHealth shares in Q2 2026, an estimated $34.8K.
  • UnitedHealth made up 0.08% of Auxano Advisors's portfolio in Q2 2026, its #140 holding.
  • Auxano Advisors first reported a position in UnitedHealth in Q4 2022 and has held it in 12 quarters since.
  • Auxano Advisors's UnitedHealth position peaked at $695K in Q3 2024.
  • 3,394 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Auxano Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.