Allred Capital Management’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | – | Sell |
-2,281
| Closed | -$753K | – | 160 |
|
|
2025
Q4 | $753K | Sell |
2,281
-809
| -26% | -$274K | 0.27% | 81 |
|
|
2025
Q3 | $1.07M | Buy |
3,090
+225
| +8% | +$68K | 0.37% | 60 |
|
|
2025
Q2 | $894K | Sell |
2,865
-62
| -2% | -$23.7K | 0.33% | 71 |
|
|
2025
Q1 | $1.53M | Buy |
2,927
+279
| +11% | +$143K | 0.61% | 43 |
|
|
2024
Q4 | $1.34M | Buy |
2,648
+40
| +2% | +$22.7K | 0.52% | 46 |
|
|
2024
Q3 | $1.52M | Buy |
2,608
+101
| +4% | +$57.1K | 0.6% | 40 |
|
|
2024
Q2 | $1.28M | Buy |
2,507
+169
| +7% | +$82.8K | 0.49% | 43 |
|
|
2024
Q1 | $1.16M | Buy |
2,338
+355
| +18% | +$180K | 0.45% | 48 |
|
|
2023
Q4 | $1.04M | Sell |
1,983
-11
| -0.6% | -$5.87K | 0.45% | 45 |
|
|
2023
Q3 | $1.01M | Sell |
1,994
-273
| -12% | -$134K | 0.5% | 39 |
|
|
2023
Q2 | $1.09M | Sell |
2,267
-24
| -1% | -$11.7K | 0.53% | 39 |
|
|
2023
Q1 | $1.08M | Buy |
2,291
+110
| +5% | +$53.1K | 0.57% | 42 |
|
|
2022
Q4 | $1.16M | Buy |
2,181
+6
| +0.3% | +$3.18K | 0.63% | 37 |
|
|
2022
Q3 | $1.1M | Buy |
2,175
+7
| +0.3% | +$3.68K | 0.68% | 33 |
|
|
2022
Q2 | $1.11M | Sell |
2,168
-30
| -1% | -$15.1K | 0.7% | 41 |
|
|
2022
Q1 | $1.12M | Sell |
2,198
-569
| -21% | -$274K | 0.59% | 44 |
|
|
2021
Q4 | $1.39M | Sell |
2,767
-113
| -4% | -$51.2K | 0.67% | 35 |
|
|
2021
Q3 | $1.13M | Sell |
2,880
-22
| -0.8% | -$9.11K | 0.59% | 40 |
|
|
2021
Q2 | $1.16M | Sell |
2,902
-99
| -3% | -$39.5K | 0.57% | 42 |
|
|
2021
Q1 | $1.12M | Buy |
3,001
+201
| +7% | +$69.6K | 0.51% | 46 |
|
|
2020
Q4 | $981K | Sell |
2,800
-156
| -5% | -$52.3K | 0.54% | 52 |
|
|
2020
Q3 | $921K | Buy |
2,956
+256
| +9% | +$78.6K | 0.56% | 53 |
|
|
2020
Q2 | $796K | Buy |
2,700
+554
| +26% | +$159K | 0.51% | 59 |
|
|
2020
Q1 | $535K | Buy |
2,146
+609
| +40% | +$168K | 0.42% | 64 |
|
|
2019
Q4 | $452K | Sell |
1,537
-459
| -23% | -$120K | 0.25% | 89 |
|
|
2019
Q3 | $433K | Sell |
1,996
-632
| -24% | -$152K | 0.26% | 99 |
|
|
2019
Q2 | $640K | Sell |
2,628
-94
| -3% | -$22.6K | 0.36% | 80 |
|
|
2019
Q1 | $665K | Buy |
2,722
+196
| +8% | +$50K | 0.38% | 79 |
|
|
2018
Q4 | $628K | Buy |
+2,526
| New | +$667K | 0.42% | 73 |
|
Other funds holding UNH
VCM
VPM
Allred Capital Management's UNH Position: Q1 2026 in Review
Allred Capital Management sold out of UnitedHealth (UNH) in Q1 2026, closing a stake of 2,281 shares — an estimated $753K sold.
Allred Capital Management first reported a position in UNH in Q4 2018 and held it in 29 quarters. The position peaked at $1.53M in Q1 2025. 3,019 funds tracked by Wall St. Rank hold UNH as of Q1 2026.
- Allred Capital Management reported no remaining UnitedHealth position as of Q1 2026 after selling out during the quarter.
- Allred Capital Management sold 2,281 UnitedHealth shares in Q1 2026, an estimated $753K.
- Allred Capital Management first reported a position in UnitedHealth in Q4 2018 and held it in 29 quarters.
- Allred Capital Management's UnitedHealth position peaked at $1.53M in Q1 2025.
- 3,019 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.
Based on Allred Capital Management's 13F filing for Q1 2026, filed 14 May 2026.