ACM
UNH icon

Allred Capital Management’s UnitedHealth UNH Stock Holding History

Allred Capital Management’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 		$293K Buy
+704
New +$261K 0.1% 142
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

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

Allred Capital Management's UNH Position: Q2 2026 in Review

Allred Capital Management opened a new position in UnitedHealth (UNH) in Q2 2026: 704 shares worth $293K. The stake represents 0.1% of the portfolio and ranks #142 among its holdings. This is a return to the name: Allred Capital Management previously reported a position in UNH as recently as Q4 2025.

Allred Capital Management first reported a position in UNH in Q4 2018 and has held it in 30 quarters since. The position peaked at $1.53M in Q1 2025. 3,378 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • Allred Capital Management held 704 shares of UnitedHealth worth $293K as of Q2 2026.
  • UnitedHealth was a new Allred Capital Management position in Q2 2026.
  • UnitedHealth made up 0.1% of Allred Capital Management's portfolio in Q2 2026, its #142 holding.
  • Allred Capital Management first reported a position in UnitedHealth in Q4 2018 and has held it in 30 quarters since.
  • Allred Capital Management's UnitedHealth position peaked at $1.53M in Q1 2025.
  • 3,378 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Allred Capital Management's 13F filing for Q2 2026, filed 12 Aug 2026.