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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
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Allen Capital Group's UNH Position: Q1 2026 in Review

Allen Capital Group reduced its UnitedHealth (UNH) stake by 95% in Q1 2026, selling an estimated $5.86M and leaving 1,080 shares worth $292K. The position accounts for 0.03% of the portfolio, ranked #230.

Allen Capital Group first reported a position in UNH in Q4 2017 and has held it in 19 quarters since. The position peaked at $6.85M in Q4 2025. 3,021 funds tracked by Wall St. Rank hold UNH as of Q1 2026.

  • Allen Capital Group held 1,080 shares of UnitedHealth worth $292K as of Q1 2026.
  • Allen Capital Group sold 19,679 UnitedHealth shares in Q1 2026, an estimated $5.86M.
  • UnitedHealth made up 0.03% of Allen Capital Group's portfolio in Q1 2026, its #230 holding.
  • Allen Capital Group first reported a position in UnitedHealth in Q4 2017 and has held it in 19 quarters since.
  • Allen Capital Group's UnitedHealth position peaked at $6.85M in Q4 2025.
  • 3,021 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.

Based on Allen Capital Group's 13F filing for Q1 2026, filed 27 May 2026.