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Alpha Financial Advisors’s UnitedHealth UNH Stock Holding History

Alpha 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 		$589K Sell
1,418
-41
-3% -$15.2K 0.15% 46
2026
Q1 		$395K Sell
1,459
-900
-38% -$268K 0.12% 39
2025
Q4 		$779K Sell
2,359
-84
-3% -$28.5K 0.24% 26
2025
Q3 		$844K Sell
2,443
-116
-5% -$35.1K 0.3% 23
2025
Q2 		$798K Buy
+2,559
New +$978K 0.31% 22
2024
Q4 		– Sell
-381
Closed -$223K – 51
2024
Q3 		$223K Buy
+381
New +$215K 0.1% 44

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 $3.38T AUM 44.17% 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

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

Alpha Financial Advisors reduced its UnitedHealth (UNH) stake by 2.8% in Q2 2026, selling an estimated $15.2K and leaving 1,418 shares worth $589K. The position accounts for 0.15% of the portfolio, ranked #46.

Alpha Financial Advisors first reported a position in UNH in Q3 2024 and has held it in 6 quarters since. The position peaked at $844K in Q3 2025. 3,394 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • Alpha Financial Advisors held 1,418 shares of UnitedHealth worth $589K as of Q2 2026.
  • Alpha Financial Advisors sold 41 UnitedHealth shares in Q2 2026, an estimated $15.2K.
  • UnitedHealth made up 0.15% of Alpha Financial Advisors's portfolio in Q2 2026, its #46 holding.
  • Alpha Financial Advisors first reported a position in UnitedHealth in Q3 2024 and has held it in 6 quarters since.
  • Alpha Financial Advisors's UnitedHealth position peaked at $844K in Q3 2025.
  • 3,394 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

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