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Alliance Wealth Management Group’s UnitedHealth UNH Stock Holding History

Alliance Wealth Management Group’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
Q1 		$204K Buy
755
+25
+3% +$7.45K 0.04% 96
2025
Q4 		$241K Sell
730
-25
-3% -$8.47K 0.05% 87
2025
Q3 		$261K Buy
755
+14
+2% +$4.23K 0.06% 83
2025
Q2 		$231K Buy
+741
New +$283K 0.06% 80

Other funds holding UNH

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Alliance Wealth Management Group's UNH Position: Q1 2026 in Review

Alliance Wealth Management Group increased its UnitedHealth (UNH) stake by 3.4% in Q1 2026, buying an estimated $7.45K and bringing the position to 755 shares worth $204K. The position accounts for 0.04% of the portfolio, ranked #96.

Alliance Wealth Management Group first reported a position in UNH in Q2 2025 and has held it in 4 quarters since. The position peaked at $261K in Q3 2025. 3,019 funds tracked by Wall St. Rank hold UNH as of Q1 2026.

  • Alliance Wealth Management Group held 755 shares of UnitedHealth worth $204K as of Q1 2026.
  • Alliance Wealth Management Group bought 25 UnitedHealth shares in Q1 2026, an estimated $7.45K.
  • UnitedHealth made up 0.04% of Alliance Wealth Management Group's portfolio in Q1 2026, its #96 holding.
  • Alliance Wealth Management Group first reported a position in UnitedHealth in Q2 2025 and has held it in 4 quarters since.
  • Alliance Wealth Management Group's UnitedHealth position peaked at $261K in Q3 2025.
  • 3,019 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.

Based on Alliance Wealth Management Group's 13F filing for Q1 2026, filed 29 Apr 2026.