US Asset Management LLC’s UnitedHealth UNH Stock Holding History

US Asset Management LLC’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	$1.45M	Buy	3,477 +8	+0.2%	+$2.96K	1.1%	23
2026 Q1	$939K	Sell	3,469 -15	-0.4%	-$4.47K	0.81%	30
2025 Q4	$1.15M	Sell	3,484 -32	-0.9%	-$10.8K	0.94%	24
2025 Q3	$1.21M	Sell	3,516 -8	-0.2%	-$2.42K	1%	23
2025 Q2	$1.1M	Sell	3,524 -5	-0.1%	-$1.91K	0.95%	26
2025 Q1	$1.85M	Sell	3,529 -12	-0.3%	-$6.13K	1.76%	9
2024 Q4	$1.79M	Sell	3,541 -102	-3%	-$58K	1.61%	10
2024 Q3	$2.21M	Sell	3,643 -28	-0.8%	-$15.8K	1.95%	8
2024 Q2	$1.87M	Sell	3,671 -135	-4%	-$66.2K	1.69%	8
2024 Q1	$1.88M	Sell	3,806 -61	-2%	-$31K	1.7%	8
2023 Q4	$2.04M	Buy	+3,867	New	+$2.06M	2.01%	8
2023 Q2	$1.98M	Sell	4,109 -83	-2%	-$40.6K	2.09%	6
2023 Q1	$1.98M	Sell	4,192 -17	-0.4%	-$8.2K	2.02%	6
2022 Q4	$2.23M	Buy	+4,209	New	+$2.23M	2.41%	3
2022 Q2	$2.16M	Buy	4,213 +8	+0.2%	+$4.02K	2.38%	5
2022 Q1	$2.14M	Buy	4,205 +12	+0.3%	+$5.79K	1.97%	6
2021 Q4	$2.1M	Sell	4,193 -4	-0.1%	-$1.81K	2.01%	8
2021 Q3	$1.64M	Buy	+4,197	New	+$1.74M	1.59%	9

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

US Asset Management LLC's UNH Position: Q2 2026 in Review

US Asset Management LLC increased its UnitedHealth (UNH) stake by 0.23% in Q2 2026, buying an estimated $2.96K and bringing the position to 3,477 shares worth $1.45M. The position accounts for 1.1% of the portfolio, ranked #23.

US Asset Management LLC first reported a position in UNH in Q3 2021 and has held it in 18 quarters since. The position peaked at $2.23M in Q4 2022. 3,385 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

US Asset Management LLC held 3,477 shares of UnitedHealth worth $1.45M as of Q2 2026.
US Asset Management LLC bought 8 UnitedHealth shares in Q2 2026, an estimated $2.96K.
UnitedHealth made up 1.1% of US Asset Management LLC's portfolio in Q2 2026, its #23 holding.
US Asset Management LLC first reported a position in UnitedHealth in Q3 2021 and has held it in 18 quarters since.
US Asset Management LLC's UnitedHealth position peaked at $2.23M in Q4 2022.
3,385 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on US Asset Management LLC's 13F filing for Q2 2026, filed 12 Aug 2026.