Advisory Alpha’s UnitedHealth UNH Stock Holding History

Advisory Alpha’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	$1.67M	Buy	6,174 +669	+12%	+$199K	0.05%	136
2025 Q4	$1.82M	Sell	5,505 -182	-3%	-$61.7K	0.05%	129
2025 Q3	$2.01M	Buy	5,687 +201	+4%	+$60.8K	0.06%	113
2025 Q2	$1.71M	Buy	5,486 +931	+20%	+$356K	0.05%	119
2025 Q1	$2.39M	Buy	4,555 +293	+7%	+$150K	0.08%	101
2024 Q4	$2.16M	Sell	4,262 -18	-0.4%	-$10.2K	0.08%	99
2024 Q3	$2.5M	Sell	4,280 -135	-3%	-$76.4K	0.09%	90
2024 Q2	$2.25M	Buy	4,415 +320	+8%	+$157K	0.09%	97
2024 Q1	$2.03M	Buy	4,095 +743	+22%	+$378K	0.08%	111
2023 Q4	$1.76M	Buy	3,352 +614	+22%	+$327K	0.08%	112
2023 Q3	$1.38M	Buy	2,738 +825	+43%	+$406K	0.07%	117
2023 Q2	$920K	Buy	1,913 +403	+27%	+$197K	0.05%	162
2023 Q1	$713K	Sell	1,510 -30	-2%	-$14.5K	0.05%	143
2022 Q4	$817K	Sell	1,540 -196	-11%	-$104K	0.06%	123
2022 Q3	$877K	Sell	1,736 -138	-7%	-$72.6K	0.07%	111
2022 Q2	$963K	Buy	+1,874	New	+$941K	0.07%	99
2021 Q2	–	Sell	-550	Closed	-$205K	–	218
2021 Q1	$205K	Buy	+550	New	+$191K	0.02%	172

Other funds holding UNH

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Advisory Alpha's UNH Position: Q1 2026 in Review

Advisory Alpha increased its UnitedHealth (UNH) stake by 12% in Q1 2026, buying an estimated $199K and bringing the position to 6,174 shares worth $1.67M. The position accounts for 0.05% of the portfolio, ranked #136.

Advisory Alpha first reported a position in UNH in Q1 2021 and has held it in 17 quarters since. The position peaked at $2.5M in Q3 2024. 3,025 funds tracked by Wall St. Rank hold UNH as of Q1 2026.

Advisory Alpha held 6,174 shares of UnitedHealth worth $1.67M as of Q1 2026.
Advisory Alpha bought 669 UnitedHealth shares in Q1 2026, an estimated $199K.
UnitedHealth made up 0.05% of Advisory Alpha's portfolio in Q1 2026, its #136 holding.
Advisory Alpha first reported a position in UnitedHealth in Q1 2021 and has held it in 17 quarters since.
Advisory Alpha's UnitedHealth position peaked at $2.5M in Q3 2024.
3,025 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.

Based on Advisory Alpha's 13F filing for Q1 2026, filed 14 May 2026.