AF
UNH icon

Align Financial’s UnitedHealth UNH Stock Holding History

Align Financial’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 		$39.9K Hold
96
– – 0.02% 174
2026
Q1 		$26K Sell
96
-54,702
-100% -$16.3M 0.01% 204
2025
Q4 		$54.8K Buy
+54,798
New +$18.6M 0.03% 146

Other funds holding UNH

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Align Financial's UNH Position: Q2 2026 in Review

Align Financial held its UnitedHealth (UNH) position steady in Q2 2026 at 96 shares worth $39.9K. The position accounts for 0.02% of the portfolio, ranked #174.

Align Financial first reported a position in UNH in Q4 2025 and has held it in 3 quarters since. The position peaked at $54.8K in Q4 2025. 3,367 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • Align Financial held 96 shares of UnitedHealth worth $39.9K as of Q2 2026.
  • Align Financial left its UnitedHealth share count unchanged in Q2 2026.
  • UnitedHealth made up 0.02% of Align Financial's portfolio in Q2 2026, its #174 holding.
  • Align Financial first reported a position in UnitedHealth in Q4 2025 and has held it in 3 quarters since.
  • Align Financial's UnitedHealth position peaked at $54.8K in Q4 2025.
  • 3,367 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Align Financial's 13F filing for Q2 2026, filed 27 Jul 2026.