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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
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

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
PAM
PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Allen Mooney & Barnes Investment Advisors's UNH Position: Q2 2026 in Review

Allen Mooney & Barnes Investment Advisors reduced its UnitedHealth (UNH) stake by 5.3% in Q2 2026, selling an estimated $1.03M and leaving 49,469 shares worth $20.6M. The position accounts for 3.13% of the portfolio, ranked #4.

Allen Mooney & Barnes Investment Advisors first reported a position in UNH in Q1 2022 and has held it in 18 quarters since. 1,525 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • Allen Mooney & Barnes Investment Advisors held 49,469 shares of UnitedHealth worth $20.6M as of Q2 2026.
  • Allen Mooney & Barnes Investment Advisors sold 2,767 UnitedHealth shares in Q2 2026, an estimated $1.03M.
  • UnitedHealth made up 3.13% of Allen Mooney & Barnes Investment Advisors's portfolio in Q2 2026, its #4 holding.
  • Allen Mooney & Barnes Investment Advisors first reported a position in UnitedHealth in Q1 2022 and has held it in 18 quarters since.
  • 1,525 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Allen Mooney & Barnes Investment Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.