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Allied Investment Advisors’s UnitedHealth UNH Stock Holding History

Allied Investment Advisors’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 		$255K Buy
+612
New +$227K 0.03% 95
2026
Q1 		– Sell
-683
Closed -$226K – 105
2025
Q4 		$226K Hold
683
– – 0.03% 93
2025
Q3 		$236K Buy
+683
New +$207K 0.04% 87

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

Allied Investment Advisors's UNH Position: Q2 2026 in Review

Allied Investment Advisors opened a new position in UnitedHealth (UNH) in Q2 2026: 612 shares worth $255K. The stake represents 0.03% of the portfolio and ranks #95 among its holdings. This is a return to the name: Allied Investment Advisors previously reported a position in UNH as recently as Q4 2025.

Allied Investment Advisors first reported a position in UNH in Q3 2025 and has held it in 3 quarters since. 3,373 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • Allied Investment Advisors held 612 shares of UnitedHealth worth $255K as of Q2 2026.
  • UnitedHealth was a new Allied Investment Advisors position in Q2 2026.
  • UnitedHealth made up 0.03% of Allied Investment Advisors's portfolio in Q2 2026, its #95 holding.
  • Allied Investment Advisors first reported a position in UnitedHealth in Q3 2025 and has held it in 3 quarters since.
  • 3,373 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Allied Investment Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.