AHC
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Adell Harriman & Carpenter’s UnitedHealth UNH Stock Holding History

Adell Harriman & Carpenter’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 		$1.27M Sell
4,695
-1,091
-19% -$325K 0.08% 97
2025
Q4 		$1.91M Sell
5,786
-517
-8% -$175K 0.11% 89
2025
Q3 		$2.18M Sell
6,303
-2,734
-30% -$827K 0.13% 87
2025
Q2 		$2.82M Sell
9,037
-12,415
-58% -$4.74M 0.19% 76
2025
Q1 		$11.2M Sell
21,452
-8,815
-29% -$4.51M 0.85% 33
2024
Q4 		$15.3M Sell
30,267
-1,422
-4% -$808K 1.07% 24
2024
Q3 		$18.5M Buy
31,689
+137
+0.4% +$77.5K 1.35% 21
2024
Q2 		$16.1M Sell
31,552
-737
-2% -$361K 1.24% 22
2024
Q1 		$16M Sell
32,289
-984
-3% -$500K 1.32% 20
2023
Q4 		$17.5M Buy
33,273
+211
+0.6% +$113K 1.62% 17
2023
Q3 		$16.7M Sell
33,062
-692
-2% -$341K 1.73% 16
2023
Q2 		$16.1M Sell
33,754
-20
-0.1% -$9.78K 1.64% 17
2023
Q1 		$16M Buy
33,774
+452
+1% +$218K 1.71% 16
2022
Q4 		$17.7M Buy
33,322
+1,334
+4% +$707K 2.03% 9
2022
Q3 		$16.2M Buy
31,988
+605
+2% +$318K 1.97% 10
2022
Q2 		$16.1M Buy
31,383
+415
+1% +$208K 1.98% 12
2022
Q1 		$15.8M Buy
30,968
+34
+0.1% +$16.4K 1.54% 17
2021
Q4 		$15.5M Buy
30,934
+546
+2% +$247K 1.44% 22
2021
Q3 		$11.9M Sell
30,388
-47
-0.2% -$19.5K 1.24% 27
2021
Q2 		$12.2M Buy
30,435
+316
+1% +$126K 1.28% 23
2021
Q1 		$11.2M Buy
30,119
+478
+2% +$166K 1.36% 22
2020
Q4 		$10.4M Buy
29,641
+523
+2% +$175K 1.37% 21
2020
Q3 		$9.08M Buy
29,118
+502
+2% +$154K 1.35% 22
2020
Q2 		$8.44M Buy
28,616
+2,185
+8% +$626K 1.44% 19
2020
Q1 		$6.59M Sell
26,431
-1,085
-4% -$299K 1.4% 24
2019
Q4 		$8.09M Sell
27,516
-2,136
-7% -$559K 1.33% 24
2019
Q3 		$6.44M Sell
29,652
-1,875
-6% -$452K 1.17% 29
2019
Q2 		$7.69M Sell
31,527
-2,884
-8% -$694K 1.44% 23
2019
Q1 		$8.51M Buy
34,411
+2,084
+6% +$531K 1.65% 20
2018
Q4 		$8.05M Buy
32,327
+2,891
+10% +$764K 1.78% 17
2018
Q3 		$7.83M Buy
29,436
+839
+3% +$218K 1.47% 23
2018
Q2 		$7.02M Buy
28,597
+2,278
+9% +$547K 1.39% 26
2018
Q1 		$5.63M Buy
26,319
+5,043
+24% +$1.15M 1.17% 31
2017
Q4 		$4.69M Buy
21,276
+3,565
+20% +$756K 0.99% 36
2017
Q3 		$3.47M Buy
17,711
+3,050
+21% +$589K 0.76% 48
2017
Q2 		$2.72M Buy
14,661
+1,565
+12% +$274K 0.61% 53
2017
Q1 		$2.15M Buy
13,096
+3,485
+36% +$571K 0.49% 61
2016
Q4 		$1.54M Buy
9,611
+700
+8% +$105K 0.38% 69
2016
Q3 		$1.25M Buy
8,911
+2,200
+33% +$308K 0.32% 72
2016
Q2 		$948K Buy
6,711
+2,620
+64% +$349K 0.25% 75
2016
Q1 		$527K Buy
4,091
+1,285
+46% +$152K 0.14% 98
2015
Q4 		$330K Buy
2,806
+180
+7% +$21K 0.09% 112
2015
Q3 		$305K Buy
2,626
+135
+5% +$16.2K 0.09% 115
2015
Q2 		$304K Hold
2,491
– – 0.08% 123
2015
Q1 		$295K Hold
2,491
– – 0.08% 119
2014
Q4 		$252K Hold
2,491
– – 0.07% 115
2014
Q3 		$204K Hold
2,491
– – 0.06% 129
2014
Q2 		$204K Sell
2,491
-69
-3% -$5.43K 0.06% 129
2014
Q1 		$210K Buy
+2,560
New +$193K 0.06% 122

Other funds holding UNH

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Adell Harriman & Carpenter's UNH Position: Q1 2026 in Review

Adell Harriman & Carpenter reduced its UnitedHealth (UNH) stake by 19% in Q1 2026, selling an estimated $325K and leaving 4,695 shares worth $1.27M. The position accounts for 0.08% of the portfolio, ranked #97.

Adell Harriman & Carpenter first reported a position in UNH in Q1 2014 and has held it in 49 quarters since. The position peaked at $18.5M in Q3 2024. 3,024 funds tracked by Wall St. Rank hold UNH as of Q1 2026.

  • Adell Harriman & Carpenter held 4,695 shares of UnitedHealth worth $1.27M as of Q1 2026.
  • Adell Harriman & Carpenter sold 1,091 UnitedHealth shares in Q1 2026, an estimated $325K.
  • UnitedHealth made up 0.08% of Adell Harriman & Carpenter's portfolio in Q1 2026, its #97 holding.
  • Adell Harriman & Carpenter first reported a position in UnitedHealth in Q1 2014 and has held it in 49 quarters since.
  • Adell Harriman & Carpenter's UnitedHealth position peaked at $18.5M in Q3 2024.
  • 3,024 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.

Based on Adell Harriman & Carpenter's 13F filing for Q1 2026, filed 4 May 2026.