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AlphaStar Capital Management’s UnitedHealth UNH Stock Holding History

AlphaStar Capital Management’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 		$500K Buy
1,850
+290
+19% +$86.4K 0.04% 138
2025
Q4 		$515K Sell
1,560
-15,620
-91% -$5.29M 0.04% 150
2025
Q3 		$5.93M Buy
17,180
+16,273
+1,794% +$4.92M 0.51% 32
2025
Q2 		$283K Buy
907
+13
+1% +$4.97K 0.02% 308
2025
Q1 		$468K Buy
894
+24
+3% +$12.3K 0.05% 128
2024
Q4 		$440K Buy
870
+172
+25% +$97.7K 0.05% 140
2024
Q3 		$408K Buy
698
+22
+3% +$12.4K 0.03% 259
2024
Q2 		$344K Sell
676
-33
-5% -$16.2K 0.03% 232
2024
Q1 		$351K Sell
709
-91
-11% -$46.3K 0.04% 219
2023
Q4 		$421K Sell
800
-782
-49% -$417K 0.04% 195
2023
Q3 		$798K Sell
1,582
-3,043
-66% -$1.5M 0.1% 126
2023
Q2 		$2.22M Sell
4,625
-11,972
-72% -$5.85M 0.25% 58
2023
Q1 		$8.48M Buy
16,597
+5,530
+50% +$2.67M 0.72% 25
2022
Q4 		$5.87M Sell
11,067
-11
-0.1% -$5.83K 0.6% 30
2022
Q3 		$5.59M Sell
11,078
-329
-3% -$173K 0.6% 31
2022
Q2 		$5.86M Buy
11,407
+1,530
+15% +$768K 0.54% 34
2022
Q1 		$5.04M Buy
9,877
+541
+6% +$261K 0.41% 45
2021
Q4 		$4.38M Buy
9,336
+397
+4% +$180K 0.35% 67
2021
Q3 		$3.95M Buy
+8,939
New +$3.7M 0.27% 78

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

AlphaStar Capital Management's UNH Position: Q1 2026 in Review

AlphaStar Capital Management increased its UnitedHealth (UNH) stake by 19% in Q1 2026, buying an estimated $86.4K and bringing the position to 1,850 shares worth $500K. The position accounts for 0.04% of the portfolio, ranked #138.

AlphaStar Capital Management first reported a position in UNH in Q3 2021 and has held it in 19 quarters since. The position peaked at $8.48M in Q1 2023. 3,021 funds tracked by Wall St. Rank hold UNH as of Q1 2026.

  • AlphaStar Capital Management held 1,850 shares of UnitedHealth worth $500K as of Q1 2026.
  • AlphaStar Capital Management bought 290 UnitedHealth shares in Q1 2026, an estimated $86.4K.
  • UnitedHealth made up 0.04% of AlphaStar Capital Management's portfolio in Q1 2026, its #138 holding.
  • AlphaStar Capital Management first reported a position in UnitedHealth in Q3 2021 and has held it in 19 quarters since.
  • AlphaStar Capital Management's UnitedHealth position peaked at $8.48M in Q1 2023.
  • 3,021 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.

Based on AlphaStar Capital Management's 13F filing for Q1 2026, filed 15 Apr 2026.