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Allegheny Financial Group’s UnitedHealth UNH Stock Holding History

Allegheny Financial Group’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 		$975K Buy
2,346
+237
+11% +$87.8K 0.1% 114
2026
Q1 		$571K Buy
2,109
+1,404
+199% +$418K 0.08% 143
2025
Q4 		$233K Buy
705
+8
+1% +$2.71K 0.03% 249
2025
Q3 		$241K Sell
697
-183
-21% -$55.3K 0.05% 226
2025
Q2 		$275K Sell
880
-98
-10% -$37.5K 0.06% 195
2025
Q1 		$512K Sell
978
-31
-3% -$15.8K 0.13% 125
2024
Q4 		$510K Sell
1,009
-20
-2% -$11.4K 0.13% 124
2024
Q3 		$601K Buy
1,029
+6
+0.6% +$3.39K 0.15% 128
2024
Q2 		$521K Buy
1,023
+197
+24% +$96.6K 0.15% 130
2024
Q1 		$409K Sell
826
-456
-36% -$232K 0.13% 135
2023
Q4 		$675K Buy
1,282
+448
+54% +$239K 0.22% 94
2023
Q3 		$420K Buy
834
+3
+0.4% +$1.48K 0.16% 118
2023
Q2 		$400K Sell
831
-127
-13% -$62.1K 0.19% 109
2023
Q1 		$453K Buy
958
+1
+0.1% +$483 0.18% 107
2022
Q4 		$507K Sell
957
-41
-4% -$21.7K 0.21% 96
2022
Q3 		$504K Buy
998
+1
+0.1% +$526 0.24% 78
2022
Q2 		$512K Buy
997
+2
+0.2% +$1K 0.24% 79
2022
Q1 		$507K Hold
995
– – 0.21% 80
2021
Q4 		$500K Buy
995
+1
+0.1% +$453 0.2% 79
2021
Q3 		$388K Sell
994
-23
-2% -$9.53K 0.18% 84
2021
Q2 		$407K Buy
+1,017
New +$406K 0.18% 84
2021
Q1 		– Sell
-1,019
Closed -$357K – 127
2020
Q4 		$357K Buy
+1,019
New +$342K 0.19% 79

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 $3.38T AUM 44.17% 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

Allegheny Financial Group's UNH Position: Q2 2026 in Review

Allegheny Financial Group increased its UnitedHealth (UNH) stake by 11% in Q2 2026, buying an estimated $87.8K and bringing the position to 2,346 shares worth $975K. The position accounts for 0.1% of the portfolio, ranked #114.

Allegheny Financial Group first reported a position in UNH in Q4 2020 and has held it in 22 quarters since. 3,394 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • Allegheny Financial Group held 2,346 shares of UnitedHealth worth $975K as of Q2 2026.
  • Allegheny Financial Group bought 237 UnitedHealth shares in Q2 2026, an estimated $87.8K.
  • UnitedHealth made up 0.1% of Allegheny Financial Group's portfolio in Q2 2026, its #114 holding.
  • Allegheny Financial Group first reported a position in UnitedHealth in Q4 2020 and has held it in 22 quarters since.
  • 3,394 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Allegheny Financial Group's 13F filing for Q2 2026, filed 22 Jul 2026.