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Allen Capital Group’s UnitedHealth UNH Stock Holding History

Allen Capital 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 		$491K Buy
1,182
+102
+9% +$37.8K 0.04% 208
2026
Q1 		$292K Sell
1,080
-19,679
-95% -$5.86M 0.03% 230
2025
Q4 		$6.85M Buy
20,759
+1,949
+10% +$660K 0.63% 37
2025
Q3 		$6.5M Buy
18,810
+2,633
+16% +$796K 0.61% 39
2025
Q2 		$5.05M Buy
16,177
+3,446
+27% +$1.32M 0.52% 48
2025
Q1 		$6.67M Buy
12,731
+1,879
+17% +$961K 0.75% 35
2024
Q4 		$5.49M Buy
10,852
+515
+5% +$293K 0.66% 40
2024
Q3 		$6.04M Buy
10,337
+291
+3% +$165K 0.75% 33
2024
Q2 		$5.12M Buy
10,046
+789
+9% +$387K 0.7% 37
2024
Q1 		$4.58M Buy
9,257
+8,727
+1,647% +$4.44M 0.64% 39
2023
Q4 		$279K Buy
530
+89
+20% +$47.5K 0.04% 148
2023
Q3 		$227K Buy
441
+22
+5% +$10.8K 0.04% 151
2023
Q2 		$201K Buy
+419
New +$205K 0.03% 171
2022
Q4 		– Sell
-424
Closed -$214K – 169
2022
Q3 		$214K Sell
424
-11
-3% -$5.78K 0.05% 152
2022
Q2 		$223K Buy
+435
New +$218K 0.05% 144
2019
Q1 		– Sell
-4,525
Closed -$1.2M – 124
2018
Q4 		$1.2M Buy
4,525
+226
+5% +$59.7K 0.42% 52
2018
Q3 		$1.14M Buy
4,299
+61
+1% +$15.9K 0.38% 53
2018
Q2 		$1.04M Buy
4,238
+212
+5% +$50.9K 0.38% 48
2018
Q1 		$862K Buy
4,026
+1,199
+42% +$274K 0.33% 51
2017
Q4 		$623K Buy
+2,827
New +$599K 0.27% 59

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

Allen Capital Group's UNH Position: Q2 2026 in Review

Allen Capital Group increased its UnitedHealth (UNH) stake by 9.4% in Q2 2026, buying an estimated $37.8K and bringing the position to 1,182 shares worth $491K. The position accounts for 0.04% of the portfolio, ranked #208.

Allen Capital Group first reported a position in UNH in Q4 2017 and has held it in 20 quarters since. The position peaked at $6.85M in Q4 2025. 3,381 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • Allen Capital Group held 1,182 shares of UnitedHealth worth $491K as of Q2 2026.
  • Allen Capital Group bought 102 UnitedHealth shares in Q2 2026, an estimated $37.8K.
  • UnitedHealth made up 0.04% of Allen Capital Group's portfolio in Q2 2026, its #208 holding.
  • Allen Capital Group first reported a position in UnitedHealth in Q4 2017 and has held it in 20 quarters since.
  • Allen Capital Group's UnitedHealth position peaked at $6.85M in Q4 2025.
  • 3,381 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Allen Capital Group's 13F filing for Q2 2026, filed 27 Jul 2026.