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Great Valley Advisor Group’s UnitedHealth UNH Stock Holding History

Great Valley Advisor Group’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 		$4.95M Sell
18,281
-12,085
-40% -$3.6M 0.09% 196
2025
Q4 		$10M Sell
30,366
-222
-0.7% -$75.2K 0.19% 112
2025
Q3 		$10.6M Sell
30,588
-8,705
-22% -$2.63M 0.21% 104
2025
Q2 		$12.3M Sell
39,293
-365
-0.9% -$140K 0.27% 89
2025
Q1 		$20.8M Sell
39,658
-265
-0.7% -$135K 0.45% 59
2024
Q4 		$20.2M Sell
39,923
-1,039
-3% -$590K 0.45% 55
2024
Q3 		$23.9M Buy
40,962
+555
+1% +$314K 0.59% 36
2024
Q2 		$20.6M Buy
40,407
+1,660
+4% +$814K 0.58% 37
2024
Q1 		$19.2M Sell
38,747
-642
-2% -$326K 0.58% 39
2023
Q4 		$20.7M Buy
39,389
+5,092
+15% +$2.72M 0.73% 30
2023
Q3 		$17.3M Buy
34,297
+1,884
+6% +$927K 0.72% 32
2023
Q2 		$15.6M Buy
32,413
+2,038
+7% +$997K 0.65% 35
2023
Q1 		$14.4M Buy
30,375
+2,891
+11% +$1.4M 0.67% 35
2022
Q4 		$14.6M Buy
27,484
+34
+0.1% +$18K 0.74% 29
2022
Q3 		$13.9M Buy
27,450
+836
+3% +$440K 0.78% 26
2022
Q2 		$13.7M Buy
26,614
+7,851
+42% +$3.94M 0.75% 29
2022
Q1 		$9.51M Buy
18,763
+603
+3% +$291K 0.55% 47
2021
Q4 		$8.38M Buy
18,160
+184
+1% +$83.3K 0.52% 44
2021
Q3 		$7.02M Buy
17,976
+469
+3% +$194K 0.48% 49
2021
Q2 		$6.83M Buy
17,507
+503
+3% +$201K 0.5% 45
2021
Q1 		$6.33M Buy
17,004
+478
+3% +$166K 0.61% 34
2020
Q4 		$5.79M Sell
16,526
-195
-1% -$65.4K 0.6% 36
2020
Q3 		$5.21M Buy
16,721
+3,141
+23% +$965K 0.64% 28
2020
Q2 		$4.01M Buy
13,580
+4,044
+42% +$1.16M 0.66% 35
2020
Q1 		$2.38M Buy
9,536
+1,508
+19% +$415K 0.63% 41
2019
Q4 		$2.36M Buy
8,028
+155
+2% +$40.6K 0.53% 55
2019
Q3 		$1.71M Buy
7,873
+334
+4% +$80.6K 0.41% 73
2019
Q2 		$1.84M Buy
7,539
+4,568
+154% +$1.1M 0.46% 67
2019
Q1 		$735K Buy
2,971
+41
+1% +$10.5K 0.23% 123
2018
Q4 		$730K Buy
+2,930
New +$774K 0.27% 92

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

Great Valley Advisor Group's UNH Position: Q1 2026 in Review

Great Valley Advisor Group reduced its UnitedHealth (UNH) stake by 40% in Q1 2026, selling an estimated $3.6M and leaving 18,281 shares worth $4.95M. The position accounts for 0.09% of the portfolio, ranked #196.

Great Valley Advisor Group first reported a position in UNH in Q4 2018 and has held it in 30 quarters since. The position peaked at $23.9M in Q3 2024. 3,024 funds tracked by Wall St. Rank hold UNH as of Q1 2026.

  • Great Valley Advisor Group held 18,281 shares of UnitedHealth worth $4.95M as of Q1 2026.
  • Great Valley Advisor Group sold 12,085 UnitedHealth shares in Q1 2026, an estimated $3.6M.
  • UnitedHealth made up 0.09% of Great Valley Advisor Group's portfolio in Q1 2026, its #196 holding.
  • Great Valley Advisor Group first reported a position in UnitedHealth in Q4 2018 and has held it in 30 quarters since.
  • Great Valley Advisor Group's UnitedHealth position peaked at $23.9M in Q3 2024.
  • 3,024 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.

Based on Great Valley Advisor Group's 13F filing for Q1 2026, filed 11 May 2026.