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Alley Investment Management Company’s UnitedHealth UNH Stock Holding History

Alley Investment Management Company’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 		$241K Buy
+580
New +$215K 0.03% 87
2025
Q4 		– Sell
-591
Closed -$204K – 91
2025
Q3 		$204K Buy
+591
New +$179K 0.02% 87
2025
Q2 		– Sell
-625
Closed -$328K – 90
2025
Q1 		$328K Sell
625
-14,876
-96% -$7.6M 0.04% 80
2024
Q4 		$7.84M Buy
15,501
+81
+0.5% +$46K 0.99% 44
2024
Q3 		$9.02M Sell
15,420
-22
-0.1% -$12.4K 1.14% 38
2024
Q2 		$7.86M Buy
15,442
+89
+0.6% +$43.6K 1.07% 41
2024
Q1 		$7.6M Buy
15,353
+127
+0.8% +$64.6K 1.05% 42
2023
Q4 		$8.02M Buy
15,226
+5,562
+58% +$2.97M 1.17% 40
2023
Q3 		$4.87M Sell
9,664
-70
-0.7% -$34.5K 0.83% 45
2023
Q2 		$4.68M Buy
9,734
+89
+0.9% +$43.5K 0.75% 48
2023
Q1 		$4.56M Buy
9,645
+147
+2% +$70.9K 0.76% 50
2022
Q4 		$5.04M Buy
9,498
+8,953
+1,643% +$4.74M 0.87% 47
2022
Q3 		$275K Sell
545
-20
-4% -$10.5K 0.05% 78
2022
Q2 		$290K Hold
565
– – 0.05% 77
2022
Q1 		$288K Buy
+565
New +$273K 0.05% 76

Other funds holding UNH

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Alley Investment Management Company's UNH Position: Q2 2026 in Review

Alley Investment Management Company opened a new position in UnitedHealth (UNH) in Q2 2026: 580 shares worth $241K. The stake represents 0.03% of the portfolio and ranks #87 among its holdings. This is a return to the name: Alley Investment Management Company previously reported a position in UNH as recently as Q3 2025.

Alley Investment Management Company first reported a position in UNH in Q1 2022 and has held it in 15 quarters since. The position peaked at $9.02M in Q3 2024. 3,367 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • Alley Investment Management Company held 580 shares of UnitedHealth worth $241K as of Q2 2026.
  • UnitedHealth was a new Alley Investment Management Company position in Q2 2026.
  • UnitedHealth made up 0.03% of Alley Investment Management Company's portfolio in Q2 2026, its #87 holding.
  • Alley Investment Management Company first reported a position in UnitedHealth in Q1 2022 and has held it in 15 quarters since.
  • Alley Investment Management Company's UnitedHealth position peaked at $9.02M in Q3 2024.
  • 3,367 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Alley Investment Management Company's 13F filing for Q2 2026, filed 23 Jul 2026.