First Command Advisory Services’s UnitedHealth UNH Stock Holding History

First Command Advisory Services’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	$525K	Sell	1,262 -181	-13%	-$67.1K	﹤0.01%	128
2026 Q1	$390K	Buy	1,443 +126	+10%	+$37.5K	﹤0.01%	147
2025 Q4	$435K	Buy	1,317 +117	+10%	+$39.6K	﹤0.01%	131
2025 Q3	$414K	Buy	1,200 +45	+4%	+$13.6K	﹤0.01%	133
2025 Q2	$360K	Sell	1,155 -2	-0.2%	-$764	﹤0.01%	136
2025 Q1	$606K	Buy	1,157 +56	+5%	+$28.6K	0.01%	109
2024 Q4	$557K	Sell	1,101 -33	-3%	-$18.8K	0.01%	113
2024 Q3	$663K	Buy	1,134 +26	+2%	+$14.7K	0.01%	101
2024 Q2	$564K	Sell	1,108 -6	-0.5%	-$2.94K	0.01%	98
2024 Q1	$550K	Buy	1,114 +2	+0.2%	+$1.02K	0.01%	96
2023 Q4	$585K	Sell	1,112 -14	-1%	-$7.47K	0.01%	90
2023 Q3	$568K	Buy	+1,126	New	+$554K	0.01%	84
2023 Q1	–	Sell	-11	Closed	–	–	251
2022 Q4	$0	Buy	11 +6	+120%	+$3.18K	﹤0.01%	214
2022 Q3	$0	Sell	5 -2	-29%	-$1.05K	﹤0.01%	152
2022 Q2	$0	Buy	+7	New	+$3.52K	﹤0.01%	140
2022 Q1	–	Sell	-80	Closed	–	–	118
2021 Q4	$0	Buy	+80	New	+$36.2K	﹤0.01%	195

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

First Command Advisory Services's UNH Position: Q2 2026 in Review

First Command Advisory Services reduced its UnitedHealth (UNH) stake by 13% in Q2 2026, selling an estimated $67.1K and leaving 1,262 shares worth $525K. The position accounts for ﹤0.01% of the portfolio, ranked #128.

First Command Advisory Services first reported a position in UNH in Q4 2021 and has held it in 16 quarters since. The position peaked at $663K in Q3 2024. 3,377 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

First Command Advisory Services held 1,262 shares of UnitedHealth worth $525K as of Q2 2026.
First Command Advisory Services sold 181 UnitedHealth shares in Q2 2026, an estimated $67.1K.
UnitedHealth made up ﹤0.01% of First Command Advisory Services's portfolio in Q2 2026, its #128 holding.
First Command Advisory Services first reported a position in UnitedHealth in Q4 2021 and has held it in 16 quarters since.
First Command Advisory Services's UnitedHealth position peaked at $663K in Q3 2024.
3,377 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on First Command Advisory Services's 13F filing for Q2 2026, filed 10 Aug 2026.