ALPS Advisors’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $2.99M | Sell |
11,065
-799
| -7% | -$238K | 0.01% | 333 |
|
|
2025
Q4 | $3.92M | Sell |
11,864
-64
| -0.5% | -$21.7K | 0.02% | 281 |
|
|
2025
Q3 | $4.12M | Sell |
11,928
-13,891
| -54% | -$4.2M | 0.02% | 277 |
|
|
2025
Q2 | $8.05M | Sell |
25,819
-1,433
| -5% | -$548K | 0.05% | 187 |
|
|
2025
Q1 | $14.3M | Buy |
27,252
+220
| +0.8% | +$112K | 0.08% | 138 |
|
|
2024
Q4 | $13.7M | Sell |
27,032
-125
| -0.5% | -$71K | 0.09% | 141 |
|
|
2024
Q3 | $15.9M | Sell |
27,157
-11,649
| -30% | -$6.59M | 0.11% | 115 |
|
|
2024
Q2 | $19.8M | Sell |
38,806
-1,825
| -4% | -$894K | 0.14% | 100 |
|
|
2024
Q1 | $20.1M | Sell |
40,631
-607
| -1% | -$309K | 0.14% | 101 |
|
|
2023
Q4 | $21.7M | Buy |
41,238
+323
| +0.8% | +$172K | 0.17% | 96 |
|
|
2023
Q3 | $20.6M | Buy |
40,915
+21,526
| +111% | +$10.6M | 0.17% | 93 |
|
|
2023
Q2 | $9.32M | Buy |
19,389
+837
| +5% | +$409K | 0.08% | 144 |
|
|
2023
Q1 | $8.77M | Sell |
18,552
-2,282
| -11% | -$1.1M | 0.08% | 145 |
|
|
2022
Q4 | $11M | Sell |
20,834
-1,317
| -6% | -$698K | 0.1% | 141 |
|
|
2022
Q3 | $11.2M | Sell |
22,151
-19,724
| -47% | -$10.4M | 0.11% | 141 |
|
|
2022
Q2 | $21.5M | Buy |
41,875
+38,812
| +1,267% | +$19.5M | 0.21% | 93 |
|
|
2022
Q1 | $1.56M | Sell |
3,063
-785
| -20% | -$379K | 0.02% | 270 |
|
|
2021
Q4 | $1.93M | Sell |
3,848
-298
| -7% | -$135K | 0.02% | 294 |
|
|
2021
Q3 | $1.62M | Sell |
4,146
-300
| -7% | -$124K | 0.02% | 341 |
|
|
2021
Q2 | $1.78M | Buy |
4,446
+545
| +14% | +$217K | 0.02% | 342 |
|
|
2021
Q1 | $1.45M | Sell |
3,901
-1,212
| -24% | -$420K | 0.01% | 354 |
|
|
2020
Q4 | $1.79M | Buy |
5,113
+10
| +0.2% | +$3.35K | 0.02% | 307 |
|
|
2020
Q3 | $1.59M | Buy |
5,103
+4,271
| +513% | +$1.31M | 0.02% | 262 |
|
|
2020
Q2 | $245K | Sell |
832
-90
| -10% | -$25.8K | ﹤0.01% | 664 |
|
|
2020
Q1 | $230K | Sell |
922
-4,762
| -84% | -$1.31M | ﹤0.01% | 653 |
|
|
2019
Q4 | $1.67M | Sell |
5,684
-310
| -5% | -$81.1K | 0.01% | 248 |
|
|
2019
Q3 | $1.3M | Sell |
5,994
-2,557
| -30% | -$617K | 0.01% | 264 |
|
|
2019
Q2 | $2.09M | Sell |
8,551
-1,572
| -16% | -$378K | 0.02% | 220 |
|
|
2019
Q1 | $2.5M | Buy |
10,123
+7,526
| +290% | +$1.92M | 0.02% | 204 |
|
|
2018
Q4 | $647K | Sell |
2,597
-6,691
| -72% | -$1.77M | 0.01% | 422 |
|
|
2018
Q3 | $2.47M | Buy |
+9,288
| New | +$2.42M | 0.02% | 223 |
|
|
2018
Q2 | – | Sell |
-1,307
| Closed | -$280K | – | 968 |
|
|
2018
Q1 | $280K | Buy |
+1,307
| New | +$299K | ﹤0.01% | 823 |
|
|
2016
Q3 | – | Sell |
-3,512
| Closed | -$496K | – | 776 |
|
|
2016
Q2 | $496K | Sell |
3,512
-217
| -6% | -$28.9K | ﹤0.01% | 273 |
|
|
2016
Q1 | $481K | Sell |
3,729
-890
| -19% | -$105K | 0.01% | 240 |
|
|
2015
Q4 | $543K | Buy |
4,619
+123
| +3% | +$14.4K | 0.01% | 346 |
|
|
2015
Q3 | $5.22K | Sell |
4,496
-353
| -7% | -$42.3K | 0.01% | 303 |
|
|
2015
Q2 | $592K | Buy |
4,849
+76
| +2% | +$8.99K | 0.01% | 308 |
|
|
2015
Q1 | $565K | Sell |
4,773
-1,443
| -23% | -$160K | ﹤0.01% | 252 |
|
|
2014
Q4 | $628K | Sell |
6,216
-1,143
| -16% | -$108K | ﹤0.01% | 237 |
|
|
2014
Q3 | $635K | Sell |
7,359
-449
| -6% | -$37.9K | ﹤0.01% | 203 |
|
|
2014
Q2 | $638K | Buy |
7,808
+205
| +3% | +$16.1K | 0.01% | 303 |
|
|
2014
Q1 | $623K | Buy |
7,603
+807
| +12% | +$60.7K | 0.01% | 204 |
|
|
2013
Q4 | $491K | Buy |
6,796
+3,290
| +94% | +$236K | 0.01% | 408 |
|
|
2013
Q3 | $251K | Buy |
+3,506
| New | +$251K | ﹤0.01% | 411 |
|
Other funds holding UNH
VCM
VPM
ALPS Advisors's UNH Position: Q1 2026 in Review
ALPS Advisors reduced its UnitedHealth (UNH) stake by 6.7% in Q1 2026, selling an estimated $238K and leaving 11,065 shares worth $2.99M. The position accounts for 0.01% of the portfolio, ranked #333.
ALPS Advisors first reported a position in UNH in Q3 2013 and has held it in 44 quarters since. The position peaked at $21.7M in Q4 2023. 3,020 funds tracked by Wall St. Rank hold UNH as of Q1 2026.
- ALPS Advisors held 11,065 shares of UnitedHealth worth $2.99M as of Q1 2026.
- ALPS Advisors sold 799 UnitedHealth shares in Q1 2026, an estimated $238K.
- UnitedHealth made up 0.01% of ALPS Advisors's portfolio in Q1 2026, its #333 holding.
- ALPS Advisors first reported a position in UnitedHealth in Q3 2013 and has held it in 44 quarters since.
- ALPS Advisors's UnitedHealth position peaked at $21.7M in Q4 2023.
- 3,020 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.
Based on ALPS Advisors's 13F filing for Q1 2026, filed 8 May 2026.