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 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 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

Auxano Advisors's UNH Position: Q1 2026 in Review

Auxano Advisors increased its UnitedHealth (UNH) stake by 18% in Q1 2026, buying an estimated $41.1K and bringing the position to 893 shares worth $242K. The position accounts for 0.05% of the portfolio, ranked #177.

Auxano Advisors first reported a position in UNH in Q4 2022 and has held it in 11 quarters since. The position peaked at $695K in Q3 2024. 3,025 funds tracked by Wall St. Rank hold UNH as of Q1 2026.

Auxano Advisors held 893 shares of UnitedHealth worth $242K as of Q1 2026.
Auxano Advisors bought 138 UnitedHealth shares in Q1 2026, an estimated $41.1K.
UnitedHealth made up 0.05% of Auxano Advisors's portfolio in Q1 2026, its #177 holding.
Auxano Advisors first reported a position in UnitedHealth in Q4 2022 and has held it in 11 quarters since.
Auxano Advisors's UnitedHealth position peaked at $695K in Q3 2024.
3,025 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.

Based on Auxano Advisors's 13F filing for Q1 2026, filed 4 May 2026.