Advisors Asset Management, Inc. / UNH
Advisors Asset Management, Inc.’s Unitedhealth Group Inc Position
Does Advisors Asset Management, Inc. own Unitedhealth Group Inc (UNH)? Yes — 61.2K shares worth $17M (+0.28% of its 13F portfolio) as of Q1 2026, up from 48.3K shares the prior filed quarter.
Position Value
$17M
Q1 2026
Shares
61.2K
% of Portfolio
+0.28%
Quarters Held
30
currently held
Position History UNH
Reported value by quarter
| Quarter | Shares | Value | % of Portfolio |
|---|---|---|---|
| Q1 2026 | 61.2K | $17M | +0.28% |
| Q4 2025 | 48.3K | $16M | +0.27% |
| Q3 2025 | 43.4K | $15M | +0.25% |
| Q2 2025 | 37.5K | $12M | +0.21% |
| Q1 2025 | 37.5K | $20M | +0.37% |
| Q4 2024 | 39.7K | $20M | +0.37% |
| Q3 2024 | 41.1K | $24M | +0.44% |
| Q2 2024 | 41.9K | $21M | +0.42% |
| Q1 2024 | 41.7K | $21M | +0.40% |
| Q4 2023 | 37.2K | $20M | +0.40% |
| Q3 2023 | 39.0K | $20M | +0.42% |
| Q2 2023 | 39.8K | $19M | +0.39% |
| Q1 2023 | 39.6K | $19M | +0.38% |
| Q4 2022 | 40.9K | $22M | +0.45% |
| Q3 2022 | 41.9K | $21M | +0.44% |
| Q2 2022 | 40.9K | $21M | +0.40% |
| Q1 2022 | 41.2K | $21M | +0.32% |
| Q4 2021 | 40.5K | $20M | +0.29% |
| Q3 2021 | 37.8K | $15M | +0.22% |
| Q2 2021 | 50.3K | $20M | +0.30% |
| Q1 2021 | 53.4K | $20M | +0.31% |
| Q4 2020 | 56.0K | $20M | +0.32% |
| Q3 2020 | 60.7K | $19M | +0.35% |
| Q2 2020 | 60.5K | $18M | +0.35% |
| Q1 2020 | 60.6K | $18M | +0.31% |
| Q4 2019 | 60.6K | $18M | +0.16% |
| Q3 2019 | 66.6K | $14M | +0.27% |
| Q2 2019 | 74.6K | $18M | +0.33% |
| Q1 2019 | 81.2K | $20M | +0.36% |
| Q4 2018 | 83.5K | $21M | +0.42% |
Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Advisors Asset Management, Inc.’s full portfolio or all institutional holders of UNH.