AC
UNH icon

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
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

AlphaCore Capital's UNH Position: Q1 2026 in Review

AlphaCore Capital reduced its UnitedHealth (UNH) stake by 12% in Q1 2026, selling an estimated $414K and leaving 9,875 shares worth $2.67M. The position accounts for 0.06% of the portfolio, ranked #223.

AlphaCore Capital first reported a position in UNH in Q1 2024 and has held it in 9 quarters since. The position peaked at $3.72M in Q4 2025. 3,024 funds tracked by Wall St. Rank hold UNH as of Q1 2026.

  • AlphaCore Capital held 9,875 shares of UnitedHealth worth $2.67M as of Q1 2026.
  • AlphaCore Capital sold 1,391 UnitedHealth shares in Q1 2026, an estimated $414K.
  • UnitedHealth made up 0.06% of AlphaCore Capital's portfolio in Q1 2026, its #223 holding.
  • AlphaCore Capital first reported a position in UnitedHealth in Q1 2024 and has held it in 9 quarters since.
  • AlphaCore Capital's UnitedHealth position peaked at $3.72M in Q4 2025.
  • 3,024 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.

Based on AlphaCore Capital's 13F filing for Q1 2026, filed 15 May 2026.