IAA
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Independent Advisor Alliance’s UnitedHealth UNH Stock Holding History

Independent Advisor Alliance’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 		$5.75M Sell
21,252
-10,997
-34% -$3.27M 0.06% 283
2025
Q4 		$10.6M Buy
32,249
+272
+0.9% +$92.2K 0.26% 54
2025
Q3 		$11M Buy
31,977
+7,026
+28% +$2.12M 0.29% 49
2025
Q2 		$7.78M Sell
24,951
-9,302
-27% -$3.56M 0.22% 76
2025
Q1 		$17.9M Sell
34,253
-1,851
-5% -$946K 0.59% 27
2024
Q4 		$18.3M Sell
36,104
-2,075
-5% -$1.18M 0.24% 85
2024
Q3 		$22.3M Sell
38,179
-1,067
-3% -$604K 0.81% 23
2024
Q2 		$20M Buy
39,246
+942
+2% +$462K 0.68% 29
2024
Q1 		$18.9M Buy
38,304
+2,242
+6% +$1.14M 0.68% 32
2023
Q4 		$18.9M Buy
36,062
+4,434
+14% +$2.36M 0.68% 30
2023
Q3 		$15.9M Sell
31,628
-2,854
-8% -$1.4M 0.72% 32
2023
Q2 		$16.6M Buy
34,482
+1,160
+3% +$567K 0.73% 29
2023
Q1 		$15.7M Buy
33,322
+569
+2% +$275K 0.76% 28
2022
Q4 		$610K Buy
32,753
+1,663
+5% +$881K 0.21% 67
2022
Q3 		$15.7M Sell
31,090
-884
-3% -$465K 0.92% 22
2022
Q2 		$16.4M Buy
31,974
+1,512
+5% +$759K 0.92% 21
2022
Q1 		$15.5M Buy
30,462
+5,801
+24% +$2.8M 0.75% 30
2021
Q4 		$12.4M Buy
24,661
+803
+3% +$363K 0.61% 39
2021
Q3 		$9.32M Buy
23,858
+1,180
+5% +$489K 0.52% 49
2021
Q2 		$9.08M Buy
22,678
+390
+2% +$156K 0.5% 47
2021
Q1 		$8.29M Buy
22,288
+1,269
+6% +$440K 0.49% 50
2020
Q4 		$7.37M Buy
21,019
+925
+5% +$310K 0.5% 50
2020
Q3 		$6.26M Buy
20,094
+2,433
+14% +$747K 0.48% 56
2020
Q2 		$5.21M Buy
17,661
+512
+3% +$147K 0.56% 38
2020
Q1 		$4.28M Sell
17,149
-1,271
-7% -$350K 0.62% 35
2019
Q4 		$5.42M Sell
18,420
-1,073
-6% -$281K 0.24% 94
2019
Q3 		$4.36M Sell
19,493
-1,238
-6% -$299K 0.53% 37
2019
Q2 		$4.28M Sell
20,731
-4,274
-17% -$1.03M 0.62% 34
2019
Q1 		$6.18M Sell
25,005
-10,076
-29% -$2.57M 0.87% 26
2018
Q4 		$8.77M Buy
35,081
+3,526
+11% +$931K 1.55% 9
2018
Q3 		$8.31M Buy
31,555
+5,284
+20% +$1.37M 1.5% 9
2018
Q2 		$6.43M Buy
26,271
+1,314
+5% +$316K 1.34% 14
2018
Q1 		$5.42M Buy
24,957
+1,200
+5% +$274K 1.21% 17
2017
Q4 		$5.34M Buy
23,757
+290
+1% +$61.5K 1.19% 17
2017
Q3 		$4.61M Buy
23,467
+1,680
+8% +$325K 1.27% 17
2017
Q2 		$4.07M Buy
21,787
+5,651
+35% +$991K 1.3% 18
2017
Q1 		$2.67M Buy
16,136
+1,525
+10% +$250K 0.42% 68
2016
Q4 		$2.32M Buy
+14,611
New +$2.18M 0.99% 29

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

Independent Advisor Alliance's UNH Position: Q1 2026 in Review

Independent Advisor Alliance reduced its UnitedHealth (UNH) stake by 34% in Q1 2026, selling an estimated $3.27M and leaving 21,252 shares worth $5.75M. The position accounts for 0.06% of the portfolio, ranked #283.

Independent Advisor Alliance first reported a position in UNH in Q4 2016 and has held it in 38 quarters since. The position peaked at $22.3M in Q3 2024. 3,024 funds tracked by Wall St. Rank hold UNH as of Q1 2026.

  • Independent Advisor Alliance held 21,252 shares of UnitedHealth worth $5.75M as of Q1 2026.
  • Independent Advisor Alliance sold 10,997 UnitedHealth shares in Q1 2026, an estimated $3.27M.
  • UnitedHealth made up 0.06% of Independent Advisor Alliance's portfolio in Q1 2026, its #283 holding.
  • Independent Advisor Alliance first reported a position in UnitedHealth in Q4 2016 and has held it in 38 quarters since.
  • Independent Advisor Alliance's UnitedHealth position peaked at $22.3M in Q3 2024.
  • 3,024 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.

Based on Independent Advisor Alliance's 13F filing for Q1 2026, filed 12 May 2026.