Allegiance Financial Group Advisory Services’s UnitedHealth UNH Stock Holding History

Allegiance Financial Group Advisory Services’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	$319K	Buy	768 +18	+2%	+$6.67K	0.06%	135
2026 Q1	$203K	Buy	750 +116	+18%	+$34.5K	0.04%	187
2025 Q4	$209K	Sell	634 -41	-6%	-$13.9K	0.04%	171
2025 Q3	$233K	Buy	+675	New	+$204K	0.05%	143

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 $3.37T AUM 44.26% 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

Allegiance Financial Group Advisory Services's UNH Position: Q2 2026 in Review

Allegiance Financial Group Advisory Services increased its UnitedHealth (UNH) stake by 2.4% in Q2 2026, buying an estimated $6.67K and bringing the position to 768 shares worth $319K. The position accounts for 0.06% of the portfolio, ranked #135.

Allegiance Financial Group Advisory Services first reported a position in UNH in Q3 2025 and has held it in 4 quarters since. 3,367 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

Allegiance Financial Group Advisory Services held 768 shares of UnitedHealth worth $319K as of Q2 2026.
Allegiance Financial Group Advisory Services bought 18 UnitedHealth shares in Q2 2026, an estimated $6.67K.
UnitedHealth made up 0.06% of Allegiance Financial Group Advisory Services's portfolio in Q2 2026, its #135 holding.
Allegiance Financial Group Advisory Services first reported a position in UnitedHealth in Q3 2025 and has held it in 4 quarters since.
3,367 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Allegiance Financial Group Advisory Services's 13F filing for Q2 2026, filed 27 Jul 2026.