Mount Yale Investment Advisors’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $4.53M | Buy |
16,731
+6,621
| +65% | +$1.97M | 0.11% | 203 |
|
|
2025
Q4 | $3.34M | Buy |
10,110
+4,630
| +84% | +$1.57M | 0.16% | 135 |
|
|
2025
Q3 | $1.89M | Sell |
5,480
-13,666
| -71% | -$4.13M | 0.13% | 167 |
|
|
2025
Q2 | $5.91M | Sell |
19,146
-2,677
| -12% | -$1.02M | 0.46% | 33 |
|
|
2025
Q1 | $11.4M | Buy |
21,823
+973
| +5% | +$497K | 0.98% | 15 |
|
|
2024
Q4 | $10.5M | Buy |
20,850
+8,066
| +63% | +$4.58M | 0.85% | 16 |
|
|
2024
Q3 | $7.47M | Sell |
12,784
-7,521
| -37% | -$4.25M | 0.72% | 13 |
|
|
2024
Q2 | $10.3M | Buy |
20,305
+4,231
| +26% | +$2.07M | 0.82% | 16 |
|
|
2024
Q1 | $7.95M | Buy |
16,074
+7,352
| +84% | +$3.74M | 0.61% | 22 |
|
|
2023
Q4 | $4.59M | Sell |
8,722
-196
| -2% | -$105K | 0.44% | 48 |
|
|
2023
Q3 | $4.5M | Buy |
8,918
+74
| +0.8% | +$36.4K | 0.49% | 43 |
|
|
2023
Q2 | $4.25M | Buy |
8,844
+5
| +0.1% | +$2.44K | 0.45% | 46 |
|
|
2023
Q1 | $4.18M | Buy |
8,839
+276
| +3% | +$133K | 0.47% | 48 |
|
|
2022
Q4 | $4.54M | Sell |
8,563
-590
| -6% | -$313K | 0.52% | 50 |
|
|
2022
Q3 | $4.62M | Sell |
9,153
-996
| -10% | -$524K | 0.61% | 35 |
|
|
2022
Q2 | $5.21M | Buy |
10,149
+148
| +1% | +$74.3K | 0.66% | 33 |
|
|
2022
Q1 | $5.1M | Buy |
10,001
+462
| +5% | +$223K | 0.55% | 41 |
|
|
2021
Q4 | $4.79M | Sell |
9,539
-209
| -2% | -$94.6K | 0.5% | 46 |
|
|
2021
Q3 | $3.81M | Buy |
9,748
+2,212
| +29% | +$916K | 0.44% | 55 |
|
|
2021
Q2 | $3.02M | Sell |
7,536
-16,624
| -69% | -$6.63M | 0.37% | 65 |
|
|
2021
Q1 | $8.99M | Sell |
24,160
-1,102
| -4% | -$382K | 1.17% | 6 |
|
|
2020
Q4 | $8.86M | Buy |
25,262
+1,969
| +8% | +$660K | 1.24% | 6 |
|
|
2020
Q3 | $7.26M | Sell |
23,293
-1,126
| -5% | -$346K | 1.03% | 9 |
|
|
2020
Q2 | $7.2M | Sell |
24,419
-6,946
| -22% | -$1.99M | 1.29% | 8 |
|
|
2020
Q1 | $7.82M | Sell |
31,365
-733
| -2% | -$202K | 1.76% | 8 |
|
|
2019
Q4 | $8.74M | Sell |
32,098
-2,421
| -7% | -$633K | 1.52% | 8 |
|
|
2019
Q3 | $8.81M | Buy |
34,519
+29,793
| +630% | +$7.19M | 1.58% | 9 |
|
|
2019
Q2 | $1.17M | Sell |
4,726
-1,050
| -18% | -$253K | 0.22% | 104 |
|
|
2019
Q1 | $1.43M | Buy |
5,776
+1,575
| +37% | +$402K | 0.27% | 92 |
|
|
2018
Q4 | $1.08M | Sell |
4,201
-644
| -13% | -$170K | 0.22% | 106 |
|
|
2018
Q3 | $1.33M | Buy |
4,845
+80
| +2% | +$20.8K | 0.23% | 95 |
|
|
2018
Q2 | $1.17M | Buy |
4,765
+237
| +5% | +$56.9K | 0.22% | 106 |
|
|
2018
Q1 | $969K | Buy |
+4,528
| New | +$1.03M | 0.21% | 106 |
|
Other funds holding UNH
VCM
VPM
Mount Yale Investment Advisors's UNH Position: Q1 2026 in Review
Mount Yale Investment Advisors increased its UnitedHealth (UNH) stake by 65% in Q1 2026, buying an estimated $1.97M and bringing the position to 16,731 shares worth $4.53M. The position accounts for 0.11% of the portfolio, ranked #203.
Mount Yale Investment Advisors first reported a position in UNH in Q1 2018 and has held it in 33 quarters since. The position peaked at $11.4M in Q1 2025. 3,024 funds tracked by Wall St. Rank hold UNH as of Q1 2026.
- Mount Yale Investment Advisors held 16,731 shares of UnitedHealth worth $4.53M as of Q1 2026.
- Mount Yale Investment Advisors bought 6,621 UnitedHealth shares in Q1 2026, an estimated $1.97M.
- UnitedHealth made up 0.11% of Mount Yale Investment Advisors's portfolio in Q1 2026, its #203 holding.
- Mount Yale Investment Advisors first reported a position in UnitedHealth in Q1 2018 and has held it in 33 quarters since.
- Mount Yale Investment Advisors's UnitedHealth position peaked at $11.4M in Q1 2025.
- 3,024 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.
Based on Mount Yale Investment Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.