Alhambra Investment Management’s UnitedHealth UNH Stock Holding History

Alhambra 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
2025 Q2	–	Sell	-1,036	Closed	-$543K	–	183
2025 Q1	$543K	Sell	1,036 -8	-0.8%	-$4.09K	0.28%	86
2024 Q4	$528K	Hold	1,044	–	–	0.27%	89
2024 Q3	$610K	Hold	1,044	–	–	0.32%	82
2024 Q2	$532K	Hold	1,044	–	–	0.29%	85
2024 Q1	$516K	Sell	1,044 -5	-0.5%	-$2.54K	0.28%	93
2023 Q4	$552K	Hold	1,049	–	–	0.33%	85
2023 Q3	$529K	Hold	1,049	–	–	0.35%	79
2023 Q2	$504K	Hold	1,049	–	–	0.33%	84
2023 Q1	$496K	Hold	1,049	–	–	0.34%	80
2022 Q4	$556K	Hold	1,049	–	–	0.41%	70
2022 Q3	$530K	Buy	1,049 +25	+2%	+$13.1K	0.4%	74
2022 Q2	$526K	Sell	1,024 -75	-7%	-$37.7K	0.38%	74
2022 Q1	$560K	Sell	1,099 -55	-5%	-$26.5K	0.37%	78
2021 Q4	$579K	Sell	1,154 -200	-15%	-$90.5K	0.4%	77
2021 Q3	$529K	Hold	1,354	–	–	0.4%	83
2021 Q2	$542K	Buy	1,354 +77	+6%	+$30.7K	0.41%	78
2021 Q1	$475K	Buy	1,277 +16	+1%	+$5.54K	0.38%	85
2020 Q4	$442K	Hold	1,261	–	–	0.47%	73
2020 Q3	$393K	Sell	1,261 -23	-2%	-$7.07K	0.47%	72
2020 Q2	$379K	Buy	1,284 +59	+5%	+$16.9K	0.5%	57
2020 Q1	$305K	Sell	1,225 -80	-6%	-$22K	0.5%	58
2019 Q4	$384K	Buy	+1,305	New	+$341K	0.44%	69

Other funds holding UNH

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

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

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Alhambra Investment Management's UNH Position: Q2 2025 in Review

Alhambra Investment Management sold out of UnitedHealth (UNH) in Q2 2025, closing a stake of 1,036 shares — an estimated $543K sold.

Alhambra Investment Management first reported a position in UNH in Q4 2019 and held it in 22 quarters. The position peaked at $610K in Q3 2024. 3,177 funds tracked by Wall St. Rank hold UNH as of Q2 2025.

Alhambra Investment Management reported no remaining UnitedHealth position as of Q2 2025 after selling out during the quarter.
Alhambra Investment Management sold 1,036 UnitedHealth shares in Q2 2025, an estimated $543K.
Alhambra Investment Management first reported a position in UnitedHealth in Q4 2019 and held it in 22 quarters.
Alhambra Investment Management's UnitedHealth position peaked at $610K in Q3 2024.
3,177 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2025.

Based on Alhambra Investment Management's 13F filing for Q2 2025, filed 15 Jul 2025.