Allen Investment Management’s UnitedHealth UNH Stock Holding History

Allen Investment Management’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	$297M	Sell	1,098,643 -52,447	-5%	-$15.6M	3.68%	9
2025 Q4	$380M	Buy	1,151,090 +133,689	+13%	+$45.3M	4.21%	6
2025 Q3	$351M	Sell	1,017,401 -245,091	-19%	-$74.1M	3.9%	7
2025 Q2	$394M	Buy	1,262,492 +231,524	+22%	+$88.5M	4.29%	10
2025 Q1	$540M	Buy	1,030,968 +64,418	+7%	+$32.9M	6.3%	5
2024 Q4	$489M	Sell	966,550 -30,716	-3%	-$17.5M	5.65%	6
2024 Q3	$583M	Sell	997,266 -27,371	-3%	-$15.5M	6.93%	3
2024 Q2	$522M	Buy	1,024,637 +167,240	+20%	+$82M	6.34%	6
2024 Q1	$424M	Buy	857,397 +40,291	+5%	+$20.5M	5.32%	6
2023 Q4	$430M	Sell	817,106 -4,518	-0.5%	-$2.41M	5.75%	6
2023 Q3	$414M	Buy	821,624 +10,320	+1%	+$5.08M	6.06%	5
2023 Q2	$390M	Sell	811,304 -11,923	-1%	-$5.83M	5.74%	5
2023 Q1	$389M	Sell	823,227 -3,531	-0.4%	-$1.7M	6.52%	4
2022 Q4	$438M	Sell	826,758 -30,650	-4%	-$16.2M	7.04%	2
2022 Q3	$433M	Sell	857,408 -30,137	-3%	-$15.8M	7.48%	1
2022 Q2	$456M	Sell	887,545 -174,257	-16%	-$87.5M	7.38%	1
2022 Q1	$541M	Buy	1,061,802 +22,312	+2%	+$10.8M	7.26%	3
2021 Q4	$522M	Sell	1,039,490 -6,271	-0.6%	-$2.84M	6.55%	3
2021 Q3	$409M	Buy	1,045,761 +10,425	+1%	+$4.32M	5.59%	5
2021 Q2	$415M	Buy	1,035,336 +44,811	+5%	+$17.9M	5.58%	5
2021 Q1	$369M	Buy	990,525 +21,086	+2%	+$7.31M	5.67%	3
2020 Q4	$340M	Buy	969,439 +40,044	+4%	+$13.4M	5.77%	4
2020 Q3	$290M	Buy	929,395 +3,648	+0.4%	+$1.12M	5.39%	5
2020 Q2	$273M	Buy	925,747 +104,104	+13%	+$29.8M	5.75%	5
2020 Q1	$205M	Buy	821,643 +137,048	+20%	+$37.7M	6.14%	5
2019 Q4	$201M	Buy	684,595 +47,593	+7%	+$12.5M	4.8%	5
2019 Q3	$138M	Buy	637,002 +89,465	+16%	+$21.6M	3.65%	12
2019 Q2	$134M	Buy	547,537 +86,576	+19%	+$20.8M	3.81%	13
2019 Q1	$114M	Buy	460,961 +355,663	+338%	+$90.7M	3.57%	14
2018 Q4	$26.2M	Buy	105,298 +38,340	+57%	+$10.1M	1.06%	26
2018 Q3	$17.8M	Buy	+66,958	New	+$17.4M	0.61%	34

Other funds holding UNH

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Allen Investment Management's UNH Position: Q1 2026 in Review

Allen Investment Management reduced its UnitedHealth (UNH) stake by 4.6% in Q1 2026, selling an estimated $15.6M and leaving 1,098,643 shares worth $297M. The position accounts for 3.68% of the portfolio, ranked #9.

Allen Investment Management first reported a position in UNH in Q3 2018 and has held it in 31 quarters since. The position peaked at $583M in Q3 2024. 3,024 funds tracked by Wall St. Rank hold UNH as of Q1 2026.

Allen Investment Management held 1,098,643 shares of UnitedHealth worth $297M as of Q1 2026.
Allen Investment Management sold 52,447 UnitedHealth shares in Q1 2026, an estimated $15.6M.
UnitedHealth made up 3.68% of Allen Investment Management's portfolio in Q1 2026, its #9 holding.
Allen Investment Management first reported a position in UnitedHealth in Q3 2018 and has held it in 31 quarters since.
Allen Investment Management's UnitedHealth position peaked at $583M in Q3 2024.
3,024 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.

Based on Allen Investment Management's 13F filing for Q1 2026, filed 7 May 2026.