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Alvarez & Marsal Private Wealth Partners’s UnitedHealth UNH Stock Holding History

Alvarez & Marsal Private Wealth Partners’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
Q2 		$465K Sell
1,119
-124
-10% -$46K 0.06% 55
2026
Q1 		$336K Buy
1,243
+790
+174% +$235K 0.05% 108
2025
Q4 		$150K Buy
+453
New +$154K 0.03% 91

Other funds holding UNH

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
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
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Alvarez & Marsal Private Wealth Partners's UNH Position: Q2 2026 in Review

Alvarez & Marsal Private Wealth Partners reduced its UnitedHealth (UNH) stake by 10% in Q2 2026, selling an estimated $46K and leaving 1,119 shares worth $465K. The position accounts for 0.06% of the portfolio, ranked #55.

Alvarez & Marsal Private Wealth Partners first reported a position in UNH in Q4 2025 and has held it in 3 quarters since. 3,367 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • Alvarez & Marsal Private Wealth Partners held 1,119 shares of UnitedHealth worth $465K as of Q2 2026.
  • Alvarez & Marsal Private Wealth Partners sold 124 UnitedHealth shares in Q2 2026, an estimated $46K.
  • UnitedHealth made up 0.06% of Alvarez & Marsal Private Wealth Partners's portfolio in Q2 2026, its #55 holding.
  • Alvarez & Marsal Private Wealth Partners first reported a position in UnitedHealth in Q4 2025 and has held it in 3 quarters since.
  • 3,367 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Alvarez & Marsal Private Wealth Partners's 13F filing for Q2 2026, filed 14 Aug 2026.