Alpha Family Trust’s UnitedHealth UNH Stock Holding History

Alpha Family Trust’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	$690K	Buy	2,550 +75	+3%	+$22.3K	0.33%	50
2025 Q4	$817K	Hold	2,475	–	–	0.37%	45
2025 Q3	$855K	Buy	2,475 +900	+57%	+$272K	0.4%	45
2025 Q2	$491K	Sell	1,575 -245	-13%	-$93.6K	0.24%	76
2025 Q1	$953K	Hold	1,820	–	–	0.56%	36
2024 Q4	$921K	Hold	1,820	–	–	0.52%	29
2024 Q3	$1.06M	Hold	1,820	–	–	0.59%	28
2024 Q2	$927K	Sell	1,820 -150	-8%	-$73.5K	0.54%	34
2024 Q1	$975K	Hold	1,970	–	–	0.59%	32
2023 Q4	$1.04M	Hold	1,970	–	–	0.7%	27
2023 Q3	$993K	Buy	1,970 +150	+8%	+$73.8K	0.76%	21
2023 Q2	$875K	Sell	1,820 -95	-5%	-$46.5K	0.61%	25
2023 Q1	$905K	Buy	1,915 +180	+10%	+$86.9K	0.72%	21
2022 Q4	$920K	Buy	1,735 +515	+42%	+$273K	0.83%	17
2022 Q3	$616K	Buy	1,220 +45	+4%	+$23.7K	0.47%	18
2022 Q2	$604K	Buy	+1,175	New	+$590K	0.38%	20

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

Alpha Family Trust's UNH Position: Q1 2026 in Review

Alpha Family Trust increased its UnitedHealth (UNH) stake by 3% in Q1 2026, buying an estimated $22.3K and bringing the position to 2,550 shares worth $690K. The position accounts for 0.33% of the portfolio, ranked #50.

Alpha Family Trust first reported a position in UNH in Q2 2022 and has held it in 16 quarters since. The position peaked at $1.06M in Q3 2024. 3,024 funds tracked by Wall St. Rank hold UNH as of Q1 2026.

Alpha Family Trust held 2,550 shares of UnitedHealth worth $690K as of Q1 2026.
Alpha Family Trust bought 75 UnitedHealth shares in Q1 2026, an estimated $22.3K.
UnitedHealth made up 0.33% of Alpha Family Trust's portfolio in Q1 2026, its #50 holding.
Alpha Family Trust first reported a position in UnitedHealth in Q2 2022 and has held it in 16 quarters since.
Alpha Family Trust's UnitedHealth position peaked at $1.06M in Q3 2024.
3,024 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.

Based on Alpha Family Trust's 13F filing for Q1 2026, filed 13 May 2026.