UAG
UNH icon

United Advisor Group’s UnitedHealth UNH Stock Holding History

United Advisor 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
Q1 		– Sell
-300
Closed -$99K – 533
2025
Q4 		$99K Buy
+300
New +$102K 0.01% 474

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 $3.37T AUM 44.26% 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

United Advisor Group's UNH Position: Q2 2026 in Review

United Advisor Group reduced its UnitedHealth (UNH) stake by 7.3% in Q2 2026, selling an estimated $86.7K and leaving 2,980 shares worth $1.24M. The position accounts for 0.13% of the portfolio, ranked #180.

United Advisor Group first reported a position in UNH in Q2 2024 and has held it in 9 quarters since. The position peaked at $1.32M in Q3 2025. 3,383 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • United Advisor Group held 2,980 shares of UnitedHealth worth $1.24M as of Q2 2026.
  • United Advisor Group sold 234 UnitedHealth shares in Q2 2026, an estimated $86.7K.
  • UnitedHealth made up 0.13% of United Advisor Group's portfolio in Q2 2026, its #180 holding.
  • United Advisor Group first reported a position in UnitedHealth in Q2 2024 and has held it in 9 quarters since.
  • United Advisor Group's UnitedHealth position peaked at $1.32M in Q3 2025.
  • 3,383 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on United Advisor Group's 13F filing for Q2 2026, filed 29 Jul 2026.