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AlphaCore Capital’s UnitedHealth UNH Stock Holding History

AlphaCore Capital’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 		$6.1M Buy
14,684
+4,809
+49% +$1.78M 0.11% 163
2026
Q1 		$2.67M Sell
9,875
-1,391
-12% -$414K 0.06% 223
2025
Q4 		$3.72M Buy
11,266
+6,020
+115% +$2.04M 0.08% 199
2025
Q3 		$1.81M Buy
5,246
+280
+6% +$84.7K 0.06% 210
2025
Q2 		$1.55M Buy
4,966
+99
+2% +$37.8K 0.06% 205
2025
Q1 		$2.55M Buy
4,867
+4,220
+652% +$2.16M 0.22% 94
2024
Q4 		$327K Buy
647
+41
+7% +$23.3K 0.07% 163
2024
Q3 		$354K Buy
606
+135
+29% +$76.4K 0.08% 144
2024
Q2 		$240K Buy
471
+51
+12% +$25K 0.06% 174
2024
Q1 		$208K Buy
+420
New +$214K 0.06% 142

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

AlphaCore Capital's UNH Position: Q2 2026 in Review

AlphaCore Capital increased its UnitedHealth (UNH) stake by 49% in Q2 2026, buying an estimated $1.78M and bringing the position to 14,684 shares worth $6.1M. The position accounts for 0.11% of the portfolio, ranked #163.

AlphaCore Capital first reported a position in UNH in Q1 2024 and has held it in 10 quarters since. 3,394 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • AlphaCore Capital held 14,684 shares of UnitedHealth worth $6.1M as of Q2 2026.
  • AlphaCore Capital bought 4,809 UnitedHealth shares in Q2 2026, an estimated $1.78M.
  • UnitedHealth made up 0.11% of AlphaCore Capital's portfolio in Q2 2026, its #163 holding.
  • AlphaCore Capital first reported a position in UnitedHealth in Q1 2024 and has held it in 10 quarters since.
  • 3,394 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on AlphaCore Capital's 13F filing for Q2 2026, filed 6 Aug 2026.