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 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 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 Financial Advisors's UNH Position: Q1 2026 in Review

Alpha Financial Advisors reduced its UnitedHealth (UNH) stake by 38% in Q1 2026, selling an estimated $268K and leaving 1,459 shares worth $395K. The position accounts for 0.12% of the portfolio, ranked #39.

Alpha Financial Advisors first reported a position in UNH in Q3 2024 and has held it in 5 quarters since. The position peaked at $844K in Q3 2025. 3,026 funds tracked by Wall St. Rank hold UNH as of Q1 2026.

Alpha Financial Advisors held 1,459 shares of UnitedHealth worth $395K as of Q1 2026.
Alpha Financial Advisors sold 900 UnitedHealth shares in Q1 2026, an estimated $268K.
UnitedHealth made up 0.12% of Alpha Financial Advisors's portfolio in Q1 2026, its #39 holding.
Alpha Financial Advisors first reported a position in UnitedHealth in Q3 2024 and has held it in 5 quarters since.
Alpha Financial Advisors's UnitedHealth position peaked at $844K in Q3 2025.
3,026 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.

Based on Alpha Financial Advisors's 13F filing for Q1 2026, filed 12 May 2026.