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Allen Operations’s UnitedHealth UNH Stock Holding History

Allen Operations’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 		$5M Hold
13,633
– – 0.52% 21
2026
Q2 		$5.67M Hold
13,633
– – 0.79% 19
2026
Q1 		$3.69M Hold
13,633
– – 0.55% 22
2025
Q4 		$4.5M Hold
13,633
– – 0.56% 22
2025
Q3 		$4.71M Hold
13,633
– – 0.56% 23
2025
Q2 		$4.25M Buy
+13,633
New +$5.21M 0.59% 22

Other funds holding UNH

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return

Allen Operations's UNH Position: Q3 2026 in Review

Allen Operations held its UnitedHealth (UNH) position steady in Q3 2026 at 13,633 shares worth $5M. The position accounts for 0.52% of the portfolio, ranked #21.

Allen Operations first reported a position in UNH in Q2 2025 and has held it in 6 quarters since. The position peaked at $5.67M in Q2 2026. 2,861 funds tracked by Wall St. Rank hold UNH as of Q3 2026.

  • Allen Operations held 13,633 shares of UnitedHealth worth $5M as of Q3 2026.
  • Allen Operations left its UnitedHealth share count unchanged in Q3 2026.
  • UnitedHealth made up 0.52% of Allen Operations's portfolio in Q3 2026, its #21 holding.
  • Allen Operations first reported a position in UnitedHealth in Q2 2025 and has held it in 6 quarters since.
  • Allen Operations's UnitedHealth position peaked at $5.67M in Q2 2026.
  • 2,861 funds tracked by Wall St. Rank held UnitedHealth as of Q3 2026.

Based on Allen Operations's 13F filing for Q3 2026, filed 3 Nov 2026.