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

Alliance Wealth Advisors (Utah)’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 		$317K Buy
+762
New +$282K 0.06% 185
2026
Q1 		– Sell
-797
Closed -$263K – 264
2025
Q4 		$263K Buy
797
+94
+13% +$31.9K 0.06% 222
2025
Q3 		$243K Sell
703
-6
-0.8% -$1.81K 0.06% 248
2025
Q2 		$221K Sell
709
-2,870
-80% -$1.1M 0.05% 256
2025
Q1 		$1.87M Sell
3,579
-341
-9% -$174K 0.49% 69
2024
Q4 		$1.98M Sell
3,920
-2,060
-34% -$1.17M 0.51% 65
2024
Q3 		$3.5M Buy
5,980
+89
+2% +$50.3K 0.92% 35
2024
Q2 		$3M Buy
5,891
+208
+4% +$102K 0.88% 35
2024
Q1 		$2.81M Buy
5,683
+188
+3% +$95.6K 0.84% 39
2023
Q4 		$2.89M Buy
5,495
+69
+1% +$36.8K 0.97% 28
2023
Q3 		$2.74M Buy
5,426
+169
+3% +$83.2K 1.01% 26
2023
Q2 		$2.53M Buy
5,257
+154
+3% +$75.3K 0.94% 29
2023
Q1 		$2.41M Buy
5,103
+196
+4% +$94.6K 0.97% 27
2022
Q4 		$2.6M Buy
+4,907
New +$2.6M 1.17% 21

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

Alliance Wealth Advisors (Utah)'s UNH Position: Q2 2026 in Review

Alliance Wealth Advisors (Utah) opened a new position in UnitedHealth (UNH) in Q2 2026: 762 shares worth $317K. The stake represents 0.06% of the portfolio and ranks #185 among its holdings. This is a return to the name: Alliance Wealth Advisors (Utah) previously reported a position in UNH as recently as Q4 2025.

Alliance Wealth Advisors (Utah) first reported a position in UNH in Q4 2022 and has held it in 14 quarters since. The position peaked at $3.5M in Q3 2024. 3,367 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • Alliance Wealth Advisors (Utah) held 762 shares of UnitedHealth worth $317K as of Q2 2026.
  • UnitedHealth was a new Alliance Wealth Advisors (Utah) position in Q2 2026.
  • UnitedHealth made up 0.06% of Alliance Wealth Advisors (Utah)'s portfolio in Q2 2026, its #185 holding.
  • Alliance Wealth Advisors (Utah) first reported a position in UnitedHealth in Q4 2022 and has held it in 14 quarters since.
  • Alliance Wealth Advisors (Utah)'s UnitedHealth position peaked at $3.5M in Q3 2024.
  • 3,367 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Alliance Wealth Advisors (Utah)'s 13F filing for Q2 2026, filed 23 Jul 2026.