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
2021 Q4	–	Sell	-1,200	Closed	-$469K	–	495
2021 Q3	$469K	Buy	+1,200	New	+$497K	0.05%	297
2019 Q2	–	Sell	-3,500	Closed	-$15K	–	344
2019 Q1	$15K	Buy	+3,500	New	+$893K	﹤0.01%	301
2018 Q2	–	Sell	-5,000	Closed	-$10K	–	1009
2018 Q1	$10K	Buy	+5,000	New	+$1.14M	﹤0.01%	847

Other funds holding UNH

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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.