Allium Financial Advisors’s UnitedHealth UNH Stock Holding History

Allium Financial 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 Q1	–	Sell	-1,084	Closed	-$358K	–	81
2025 Q4	$358K	Buy	1,084 +10	+0.9%	+$3.39K	0.28%	48
2025 Q3	$371K	Sell	1,074 -225	-17%	-$68K	0.31%	50
2025 Q2	$405K	Sell	1,299 -8	-0.6%	-$3.06K	0.35%	46
2025 Q1	$685K	Buy	+1,307	New	+$668K	0.62%	27

Other funds holding UNH

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Allium Financial Advisors's UNH Position: Q1 2026 in Review

Allium Financial Advisors sold out of UnitedHealth (UNH) in Q1 2026, closing a stake of 1,084 shares — an estimated $358K sold.

Allium Financial Advisors first reported a position in UNH in Q1 2025 and held it in 4 quarters. The position peaked at $685K in Q1 2025. 3,021 funds tracked by Wall St. Rank hold UNH as of Q1 2026.

Allium Financial Advisors reported no remaining UnitedHealth position as of Q1 2026 after selling out during the quarter.
Allium Financial Advisors sold 1,084 UnitedHealth shares in Q1 2026, an estimated $358K.
Allium Financial Advisors first reported a position in UnitedHealth in Q1 2025 and held it in 4 quarters.
Allium Financial Advisors's UnitedHealth position peaked at $685K in Q1 2025.
3,021 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.

Based on Allium Financial Advisors's 13F filing for Q1 2026, filed 7 May 2026.