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Mount Yale Investment Advisors’s UnitedHealth UNH Stock Holding History

Mount Yale 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
Q2 		– Sell
-200
Closed -$14.8K – 1516
2025
Q1 		$14.8K Hold
200
– – ﹤0.01% 531
2024
Q4 		$14.1K Hold
200
– – ﹤0.01% 543
2024
Q3 		$24.7K Hold
200
– – ﹤0.01% 535
2024
Q2 		$14.6K Buy
+200
New +$98K ﹤0.01% 536

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

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.