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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
2025
Q4 		– Sell
-500
Closed -$173K – 1846
2025
Q3 		$173K Buy
500
+100
+25% +$30.2K ﹤0.01% 1380
2025
Q2 		$125K Buy
+400
New +$153K ﹤0.01% 1314

Other funds holding UNH

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital Research Global Investors
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.