Alpha Financial Partners’s UnitedHealth UNH Stock Holding History

Alpha Financial Partners’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
2025 Q2	–	Sell	-431	Closed	-$226K	–	98
2025 Q1	$226K	Buy	431 +23	+6%	+$11.8K	0.18%	74
2024 Q4	$207K	Buy	+408	New	+$232K	0.16%	81
2024 Q3	–	Sell	-428	Closed	-$218K	–	151
2024 Q2	$218K	Buy	+428	New	+$210K	0.19%	67
2023 Q4	–	Sell	-524	Closed	-$264K	–	92
2023 Q3	$264K	Hold	524	–	–	0.31%	62
2023 Q2	$252K	Hold	524	–	–	0.27%	77
2023 Q1	$248K	Sell	524 -37	-7%	-$17.9K	0.28%	79
2022 Q4	$298K	Buy	+561	New	+$297K	0.36%	57

Other funds holding UNH

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Alpha Financial Partners's UNH Position: Q2 2025 in Review

Alpha Financial Partners sold out of UnitedHealth (UNH) in Q2 2025, closing a stake of 431 shares — an estimated $226K sold.

Alpha Financial Partners first reported a position in UNH in Q4 2022 and held it in 7 quarters. The position peaked at $298K in Q4 2022. 3,177 funds tracked by Wall St. Rank hold UNH as of Q2 2025.

Alpha Financial Partners reported no remaining UnitedHealth position as of Q2 2025 after selling out during the quarter.
Alpha Financial Partners sold 431 UnitedHealth shares in Q2 2025, an estimated $226K.
Alpha Financial Partners first reported a position in UnitedHealth in Q4 2022 and held it in 7 quarters.
Alpha Financial Partners's UnitedHealth position peaked at $298K in Q4 2022.
3,177 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2025.

Based on Alpha Financial Partners's 13F filing for Q2 2025, filed 25 Jul 2025.