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AA Financial Advisors, LLC

SEC CIK
0002016899
Latest filing
Jul 17, 2026

UNH holding history

UnitedHealth Group Inc in every 13F filed by AA Financial Advisors, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

UNH overviewAll 13F holders of UNHFull Q2 2026 holdings

Shares (Q2 2026)
2,291
Value
$952.2K
% of portfolio
0.1%
Quarters held
10
Since Q1 2024
Holdings of UNH by AA Financial Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20262,291$952.2K0.1%+1,262+122.6%AddedHolders
Q1 20261,029$278.5K<0.1%−2,015−66.2%ReducedHolders
Q4 20253,044$1.00M0.2%+765+33.6%AddedHolders
Q3 20252,279$787.0K0.2%+74+3.4%AddedHolders
Q2 20252,205$687.9K0.1%+367+20.0%AddedHolders
Q1 20251,838$962.7K0.2%−35−1.9%ReducedHolders
Q4 20241,873$947.5K0.3%+147+8.5%AddedHolders
Q3 20241,726$1.01M0.3%+82+5.0%AddedHolders
Q2 20241,644$837.2K0.3%−464−22.0%ReducedHolders
Q1 20242,108$1.04M0.4%+2,108NewHolders