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 Q2	$2.82M	Buy	6,777 +603	+10%	+$224K	0.07%	114
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 $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 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

Advisory Alpha's UNH Position: Q2 2026 in Review

Advisory Alpha increased its UnitedHealth (UNH) stake by 9.8% in Q2 2026, buying an estimated $224K and bringing the position to 6,777 shares worth $2.82M. The position accounts for 0.07% of the portfolio, ranked #114.

Advisory Alpha first reported a position in UNH in Q1 2021 and has held it in 18 quarters since. 3,394 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

Advisory Alpha held 6,777 shares of UnitedHealth worth $2.82M as of Q2 2026.
Advisory Alpha bought 603 UnitedHealth shares in Q2 2026, an estimated $224K.
UnitedHealth made up 0.07% of Advisory Alpha's portfolio in Q2 2026, its #114 holding.
Advisory Alpha first reported a position in UnitedHealth in Q1 2021 and has held it in 18 quarters since.
3,394 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Advisory Alpha's 13F filing for Q2 2026, filed 11 Aug 2026.