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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
Q2 		$203K Buy
+489
New +$181K 0.13% 78
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
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

Allium Financial Advisors's UNH Position: Q2 2026 in Review

Allium Financial Advisors opened a new position in UnitedHealth (UNH) in Q2 2026: 489 shares worth $203K. The stake represents 0.13% of the portfolio and ranks #78 among its holdings. This is a return to the name: Allium Financial Advisors previously reported a position in UNH as recently as Q4 2025.

Allium Financial Advisors first reported a position in UNH in Q1 2025 and has held it in 5 quarters since. The position peaked at $685K in Q1 2025. 3,384 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • Allium Financial Advisors held 489 shares of UnitedHealth worth $203K as of Q2 2026.
  • UnitedHealth was a new Allium Financial Advisors position in Q2 2026.
  • UnitedHealth made up 0.13% of Allium Financial Advisors's portfolio in Q2 2026, its #78 holding.
  • Allium Financial Advisors first reported a position in UnitedHealth in Q1 2025 and has held it in 5 quarters since.
  • Allium Financial Advisors's UnitedHealth position peaked at $685K in Q1 2025.
  • 3,384 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Allium Financial Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.