C1AG
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Client 1st Advisory Group’s UnitedHealth UNH Stock Holding History

Client 1st Advisory Group’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 		$241K Buy
+581
New +$215K 0.06% 129
2026
Q1 		– Sell
-685
Closed -$226K – 151
2025
Q4 		$226K Buy
685
+73
+12% +$24.7K 0.07% 129
2025
Q3 		$211K Buy
+612
New +$185K 0.07% 126
2025
Q2 		– Sell
-578
Closed -$303K – 140
2025
Q1 		$303K Hold
578
– – 0.12% 92
2024
Q4 		$292K Sell
578
-32
-5% -$18.2K 0.11% 98
2024
Q3 		$357K Sell
610
-104
-15% -$58.8K 0.14% 80
2024
Q2 		$364K Sell
714
-96
-12% -$47.1K 0.16% 73
2024
Q1 		$401K Buy
810
+65
+9% +$33K 0.18% 67
2023
Q4 		$392K Buy
745
+62
+9% +$33.1K 0.19% 64
2023
Q3 		$344K Hold
683
– – 0.18% 68
2023
Q2 		$328K Sell
683
-238
-26% -$116K 0.17% 73
2023
Q1 		$435K Hold
921
– – 0.24% 56
2022
Q4 		$488K Hold
921
– – 0.29% 48
2022
Q3 		$465K Buy
921
+104
+13% +$54.7K 0.29% 44
2022
Q2 		$420K Buy
817
+23
+3% +$11.6K 0.25% 44
2022
Q1 		$405K Buy
794
+240
+43% +$116K 0.2% 58
2021
Q4 		$278K Buy
554
+16
+3% +$7.24K 0.14% 64
2021
Q3 		$210K Buy
538
+23
+4% +$9.53K 0.11% 71
2021
Q2 		$206K Buy
+515
New +$205K 0.11% 72

Other funds holding UNH

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
PAM
PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
OIAM
OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return

Client 1st Advisory Group's UNH Position: Q2 2026 in Review

Client 1st Advisory Group opened a new position in UnitedHealth (UNH) in Q2 2026: 581 shares worth $241K. The stake represents 0.06% of the portfolio and ranks #129 among its holdings. This is a return to the name: Client 1st Advisory Group previously reported a position in UNH as recently as Q4 2025.

Client 1st Advisory Group first reported a position in UNH in Q2 2021 and has held it in 19 quarters since. The position peaked at $488K in Q4 2022. 724 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • Client 1st Advisory Group held 581 shares of UnitedHealth worth $241K as of Q2 2026.
  • UnitedHealth was a new Client 1st Advisory Group position in Q2 2026.
  • UnitedHealth made up 0.06% of Client 1st Advisory Group's portfolio in Q2 2026, its #129 holding.
  • Client 1st Advisory Group first reported a position in UnitedHealth in Q2 2021 and has held it in 19 quarters since.
  • Client 1st Advisory Group's UnitedHealth position peaked at $488K in Q4 2022.
  • 724 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Client 1st Advisory Group's 13F filing for Q2 2026, filed 13 Jul 2026.