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Bruce G. Allen Investments’s UnitedHealth UNH Stock Holding History

Bruce G. Allen Investments’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 		$336K Sell
808
-21
-3% -$7.78K 0.21% 50
2026
Q1 		$224K Buy
829
+100
+14% +$29.8K 0.15% 72
2025
Q4 		$241K Sell
729
-75
-9% -$25.4K 0.16% 70
2025
Q3 		$278K Buy
804
+14
+2% +$4.23K 0.2% 61
2025
Q2 		$246K Sell
790
-166
-17% -$63.4K 0.19% 62
2025
Q1 		$501K Sell
956
-38
-4% -$19.4K 0.4% 33
2024
Q4 		$503K Buy
994
+10
+1% +$5.68K 0.41% 33
2024
Q3 		$575K Sell
984
-11
-1% -$6.22K 0.45% 32
2024
Q2 		$507K Buy
995
+57
+6% +$27.9K 0.43% 35
2024
Q1 		$464K Buy
938
+58
+7% +$29.5K 0.38% 38
2023
Q4 		$463K Buy
+880
New +$469K 0.42% 33

Other funds holding UNH

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
VAM
Veritas Asset Management London, United Kingdom $5.56B AUM 3.46% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

Bruce G. Allen Investments's UNH Position: Q2 2026 in Review

Bruce G. Allen Investments reduced its UnitedHealth (UNH) stake by 2.5% in Q2 2026, selling an estimated $7.78K and leaving 808 shares worth $336K. The position accounts for 0.21% of the portfolio, ranked #50.

Bruce G. Allen Investments first reported a position in UNH in Q4 2023 and has held it in 11 quarters since. The position peaked at $575K in Q3 2024. 1,742 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • Bruce G. Allen Investments held 808 shares of UnitedHealth worth $336K as of Q2 2026.
  • Bruce G. Allen Investments sold 21 UnitedHealth shares in Q2 2026, an estimated $7.78K.
  • UnitedHealth made up 0.21% of Bruce G. Allen Investments's portfolio in Q2 2026, its #50 holding.
  • Bruce G. Allen Investments first reported a position in UnitedHealth in Q4 2023 and has held it in 11 quarters since.
  • Bruce G. Allen Investments's UnitedHealth position peaked at $575K in Q3 2024.
  • 1,742 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Bruce G. Allen Investments's 13F filing for Q2 2026, filed 31 Jul 2026.