AWA
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Alta Wealth Advisors’s UnitedHealth UNH Stock Holding History

Alta Wealth Advisors’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
2025
Q2 		– Sell
-2,401
Closed -$1.26M – 150
2025
Q1 		$1.26M Sell
2,401
-370
-13% -$189K 0.58% 43
2024
Q4 		$1.4M Sell
2,771
-560
-17% -$318K 0.61% 38
2024
Q3 		$1.95M Sell
3,331
-26
-0.8% -$14.7K 0.89% 24
2024
Q2 		$1.71M Sell
3,357
-26
-0.8% -$12.7K 0.85% 27
2024
Q1 		$1.67M Sell
3,383
-13
-0.4% -$6.61K 0.85% 27
2023
Q4 		$1.79M Sell
3,396
-145
-4% -$77.3K 1% 23
2023
Q3 		$1.79M Sell
3,541
-173
-5% -$85.1K 1.09% 26
2023
Q2 		$1.79M Sell
3,714
-69
-2% -$33.7K 1.05% 26
2023
Q1 		$1.79M Buy
3,783
+391
+12% +$189K 1.13% 23
2022
Q4 		$1.8M Sell
3,392
-160
-5% -$84.8K 1.21% 21
2022
Q3 		$1.79M Buy
3,552
+17
+0.5% +$8.94K 1.28% 20
2022
Q2 		$1.83M Buy
3,535
+38
+1% +$19.1K 1.27% 21
2022
Q1 		$1.78M Buy
3,497
+33
+1% +$15.9K 1.06% 25
2021
Q4 		$1.74M Buy
3,464
+767
+28% +$347K 1.07% 23
2021
Q3 		$1.05M Sell
2,697
-66
-2% -$27.3K 0.77% 42
2021
Q2 		$1.11M Buy
2,763
+52
+2% +$20.7K 0.81% 37
2021
Q1 		$1.01M Sell
2,711
-11
-0.4% -$3.81K 0.84% 35
2020
Q4 		$955K Buy
+2,722
New +$912K 0.8% 40

Other funds holding UNH

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
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
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
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Alta Wealth Advisors's UNH Position: Q2 2025 in Review

Alta Wealth Advisors sold out of UnitedHealth (UNH) in Q2 2025, closing a stake of 2,401 shares — an estimated $1.26M sold.

Alta Wealth Advisors first reported a position in UNH in Q4 2020 and held it in 18 quarters. The position peaked at $1.95M in Q3 2024. 3,184 funds tracked by Wall St. Rank hold UNH as of Q2 2025.

  • Alta Wealth Advisors reported no remaining UnitedHealth position as of Q2 2025 after selling out during the quarter.
  • Alta Wealth Advisors sold 2,401 UnitedHealth shares in Q2 2025, an estimated $1.26M.
  • Alta Wealth Advisors first reported a position in UnitedHealth in Q4 2020 and held it in 18 quarters.
  • Alta Wealth Advisors's UnitedHealth position peaked at $1.95M in Q3 2024.
  • 3,184 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2025.

Based on Alta Wealth Advisors's 13F filing for Q2 2025, filed 22 Jul 2025.