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Alliance Wealth Advisors (Pennsylvania)’s UnitedHealth UNH Stock Holding History

Alliance Wealth Advisors (Pennsylvania)’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
2025
Q2 		– Sell
-401
Closed -$210K – 152
2025
Q1 		$210K Sell
401
-232
-37% -$119K 0.12% 138
2024
Q4 		$320K Hold
633
– – 0.18% 108
2024
Q3 		$370K Buy
633
+55
+10% +$31.1K 0.21% 88
2024
Q2 		$294K Sell
578
-103
-15% -$50.5K 0.19% 104
2024
Q1 		$337K Sell
681
-63
-8% -$32K 0.21% 96
2023
Q4 		$392K Hold
744
– – 0.26% 78
2023
Q3 		$375K Sell
744
-6
-0.8% -$2.95K 0.27% 75
2023
Q2 		$360K Buy
750
+3
+0.4% +$1.47K 0.26% 79
2023
Q1 		$353K Sell
747
-34
-4% -$16.4K 0.26% 75
2022
Q4 		$414K Sell
781
-6
-0.8% -$3.18K 0.35% 61
2022
Q3 		$397K Sell
787
-14
-2% -$7.36K 0.37% 58
2022
Q2 		$411K Buy
801
+10
+1% +$5.02K 0.36% 63
2022
Q1 		$403K Sell
791
-401
-34% -$193K 0.33% 66
2021
Q4 		$599K Buy
1,192
+7
+0.6% +$3.17K 0.49% 51
2021
Q3 		$463K Buy
1,185
+14
+1% +$5.8K 0.41% 62
2021
Q2 		$469K Buy
1,171
+27
+2% +$10.8K 0.42% 58
2021
Q1 		$426K Hold
1,144
– – 0.42% 62
2020
Q4 		$401K Buy
+1,144
New +$383K 0.42% 60

Other funds holding UNH

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Alliance Wealth Advisors (Pennsylvania)'s UNH Position: Q2 2025 in Review

Alliance Wealth Advisors (Pennsylvania) sold out of UnitedHealth (UNH) in Q2 2025, closing a stake of 401 shares — an estimated $210K sold.

Alliance Wealth Advisors (Pennsylvania) first reported a position in UNH in Q4 2020 and held it in 18 quarters. The position peaked at $599K in Q4 2021. 3,177 funds tracked by Wall St. Rank hold UNH as of Q2 2025.

  • Alliance Wealth Advisors (Pennsylvania) reported no remaining UnitedHealth position as of Q2 2025 after selling out during the quarter.
  • Alliance Wealth Advisors (Pennsylvania) sold 401 UnitedHealth shares in Q2 2025, an estimated $210K.
  • Alliance Wealth Advisors (Pennsylvania) first reported a position in UnitedHealth in Q4 2020 and held it in 18 quarters.
  • Alliance Wealth Advisors (Pennsylvania)'s UnitedHealth position peaked at $599K in Q4 2021.
  • 3,177 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2025.

Based on Alliance Wealth Advisors (Pennsylvania)'s 13F filing for Q2 2025, filed 17 Jul 2025.