Concurrent Investment Advisors’s UnitedHealth UNH Stock Holding History

Concurrent Investment 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
2026 Q1	$7.3M	Sell	26,969 -3,026	-10%	-$901K	0.08%	272
2025 Q4	$9.9M	Buy	29,995 +4,328	+17%	+$1.47M	0.11%	187
2025 Q3	$8.86M	Buy	25,667 +757	+3%	+$229K	0.15%	140
2025 Q2	$7.77M	Sell	24,910 -794	-3%	-$303K	0.15%	146
2025 Q1	$13.5M	Buy	25,704 +4,371	+20%	+$2.23M	0.33%	61
2024 Q4	$10.8M	Sell	21,333 -666	-3%	-$378K	0.29%	78
2024 Q3	$12.9M	Buy	21,999 +920	+4%	+$520K	0.38%	58
2024 Q2	$10.7M	Buy	21,079 +6,501	+45%	+$3.19M	0.35%	63
2024 Q1	$7.21M	Buy	14,578 +1,112	+8%	+$565K	0.29%	80
2023 Q4	$7.09M	Buy	+13,466	New	+$7.18M	0.33%	71

Other funds holding UNH

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Concurrent Investment Advisors's UNH Position: Q1 2026 in Review

Concurrent Investment Advisors reduced its UnitedHealth (UNH) stake by 10% in Q1 2026, selling an estimated $901K and leaving 26,969 shares worth $7.3M. The position accounts for 0.08% of the portfolio, ranked #272.

Concurrent Investment Advisors first reported a position in UNH in Q4 2023 and has held it in 10 quarters since. The position peaked at $13.5M in Q1 2025. 3,021 funds tracked by Wall St. Rank hold UNH as of Q1 2026.

Concurrent Investment Advisors held 26,969 shares of UnitedHealth worth $7.3M as of Q1 2026.
Concurrent Investment Advisors sold 3,026 UnitedHealth shares in Q1 2026, an estimated $901K.
UnitedHealth made up 0.08% of Concurrent Investment Advisors's portfolio in Q1 2026, its #272 holding.
Concurrent Investment Advisors first reported a position in UnitedHealth in Q4 2023 and has held it in 10 quarters since.
Concurrent Investment Advisors's UnitedHealth position peaked at $13.5M in Q1 2025.
3,021 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.

Based on Concurrent Investment Advisors's 13F filing for Q1 2026, filed 21 Apr 2026.