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Allen Mooney & Barnes Investment Advisors’s UnitedHealth UNH Stock Holding History

Allen Mooney & Barnes Investment Advisors’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
Q3 		$18.3M Buy
49,862
+393
+0.8% +$158K 2.72% 8
2026
Q2 		$20.6M Sell
49,469
-2,767
-5% -$1.03M 3.13% 4
2026
Q1 		$14.1M Buy
52,236
+2,258
+5% +$672K 2.03% 22
2025
Q4 		$16.5M Sell
49,978
-859
-2% -$291K 2.48% 13
2025
Q3 		$17.6M Buy
50,837
+9,775
+24% +$2.96M 2.74% 7
2025
Q2 		$12.8M Buy
41,062
+18,151
+79% +$6.94M 2.1% 18
2025
Q1 		$12M Buy
22,911
+1,445
+7% +$739K 1.95% 21
2024
Q4 		$10.9M Sell
21,466
-3
-0% -$1.71K 1.83% 21
2024
Q3 		$12.6M Sell
21,469
-620
-3% -$351K 2.14% 14
2024
Q2 		$11.2M Buy
22,089
+132
+0.6% +$64.7K 2.01% 18
2024
Q1 		$9.7M Buy
21,957
+151
+0.7% +$76.8K 1.86% 21
2023
Q4 		$11.5M Sell
21,806
-103
-0.5% -$54.9K 2.18% 17
2023
Q3 		$11M Buy
21,909
+1,228
+6% +$604K 2.35% 11
2023
Q2 		$9.94M Buy
20,681
+21
+0.1% +$10.3K 2.2% 14
2023
Q1 		$9.76M Buy
20,660
+293
+1% +$141K 2.34% 13
2022
Q4 		$10.8M Buy
20,367
+527
+3% +$279K 2.59% 9
2022
Q3 		$10M Sell
19,840
-3,698
-16% -$1.94M 2.68% 8
2022
Q2 		$12.1M Buy
23,538
+1,738
+8% +$873K 3.1% 3
2022
Q1 		$11.1M Buy
+21,800
New +$10.5M 2.46% 8

Other funds holding UNH

MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
AIM
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
QPBE
Quintet Private Bank (Europe) Luxembourg $2.28B AUM 23.89% 1-Year Est. Return
CA
CapWealth Advisors Franklin, Tennessee $1.32B AUM 21.6% 1-Year Est. Return
VCM
Violich Capital Management San Francisco, California $927M AUM 28.93% 1-Year Est. Return
TFA
Toth Financial Advisory Leesburg, Virginia $1B AUM 19.18% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Allen Mooney & Barnes Investment Advisors's UNH Position: Q3 2026 in Review

Allen Mooney & Barnes Investment Advisors increased its UnitedHealth (UNH) stake by 0.79% in Q3 2026, buying an estimated $158K and bringing the position to 49,862 shares worth $18.3M. The position accounts for 2.72% of the portfolio, ranked #8.

Allen Mooney & Barnes Investment Advisors first reported a position in UNH in Q1 2022 and has held it in 19 quarters since. The position peaked at $20.6M in Q2 2026. 114 funds tracked by Wall St. Rank hold UNH as of Q3 2026.

  • Allen Mooney & Barnes Investment Advisors held 49,862 shares of UnitedHealth worth $18.3M as of Q3 2026.
  • Allen Mooney & Barnes Investment Advisors bought 393 UnitedHealth shares in Q3 2026, an estimated $158K.
  • UnitedHealth made up 2.72% of Allen Mooney & Barnes Investment Advisors's portfolio in Q3 2026, its #8 holding.
  • Allen Mooney & Barnes Investment Advisors first reported a position in UnitedHealth in Q1 2022 and has held it in 19 quarters since.
  • Allen Mooney & Barnes Investment Advisors's UnitedHealth position peaked at $20.6M in Q2 2026.
  • 114 funds tracked by Wall St. Rank held UnitedHealth as of Q3 2026.

Based on Allen Mooney & Barnes Investment Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.