AWA
UNH icon

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 $5.7T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return