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Advyzon Investment Management’s UnitedHealth UNH Stock Holding History

Advyzon Investment Management’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 		$2.37M Buy
8,749
+2,974
+51% +$886K 0.21% 111
2025
Q4 		$1.91M Buy
5,775
+2,928
+103% +$992K 0.22% 109
2025
Q3 		$983K Sell
2,847
-829
-23% -$251K 0.17% 132
2025
Q2 		$1.15M Buy
3,676
+1,450
+65% +$554K 0.25% 85
2025
Q1 		$1.17M Buy
2,226
+261
+13% +$133K 0.41% 43
2024
Q4 		$994K Buy
+1,965
New +$1.12M 0.38% 50

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

Advyzon Investment Management's UNH Position: Q1 2026 in Review

Advyzon Investment Management increased its UnitedHealth (UNH) stake by 51% in Q1 2026, buying an estimated $886K and bringing the position to 8,749 shares worth $2.37M. The position accounts for 0.21% of the portfolio, ranked #111.

Advyzon Investment Management first reported a position in UNH in Q4 2024 and has held it in 6 quarters since. 3,025 funds tracked by Wall St. Rank hold UNH as of Q1 2026.

  • Advyzon Investment Management held 8,749 shares of UnitedHealth worth $2.37M as of Q1 2026.
  • Advyzon Investment Management bought 2,974 UnitedHealth shares in Q1 2026, an estimated $886K.
  • UnitedHealth made up 0.21% of Advyzon Investment Management's portfolio in Q1 2026, its #111 holding.
  • Advyzon Investment Management first reported a position in UnitedHealth in Q4 2024 and has held it in 6 quarters since.
  • 3,025 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.

Based on Advyzon Investment Management's 13F filing for Q1 2026, filed 12 May 2026.