Alpha Wealth Funds’s UnitedHealth UNH Stock Holding History

Alpha Wealth Funds’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	–	Sell	-1,000	Closed	-$337K	–	61
2025 Q4	$337K	Hold	1,000	–	–	0.21%	35
2025 Q3	$394K	Buy	+1,000	New	+$302K	0.29%	33

Other funds holding UNH

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Alpha Wealth Funds's UNH Position: Q1 2026 in Review

Alpha Wealth Funds sold out of UnitedHealth (UNH) in Q1 2026, closing a stake of 1,000 shares — an estimated $337K sold.

Alpha Wealth Funds first reported a position in UNH in Q3 2025 and held it in 2 quarters. The position peaked at $394K in Q3 2025. 3,040 funds tracked by Wall St. Rank hold UNH as of Q1 2026.

Alpha Wealth Funds reported no remaining UnitedHealth position as of Q1 2026 after selling out during the quarter.
Alpha Wealth Funds sold 1,000 UnitedHealth shares in Q1 2026, an estimated $337K.
Alpha Wealth Funds first reported a position in UnitedHealth in Q3 2025 and held it in 2 quarters.
Alpha Wealth Funds's UnitedHealth position peaked at $394K in Q3 2025.
3,040 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.

Based on Alpha Wealth Funds's 13F filing for Q1 2026, filed 14 May 2026.