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New Age Alpha Advisors’s UnitedHealth UNH Stock Holding History

New Age Alpha 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
2026
Q1 		$2.93M Sell
10,834
-23,247
-68% -$6.92M 0.14% 219
2025
Q4 		$11.3M Sell
34,081
-2,746
-7% -$931K 0.48% 37
2025
Q3 		$12.7M Buy
36,827
+1,269
+4% +$384K 0.53% 27
2025
Q2 		$11.1M Buy
35,558
+6,449
+22% +$2.46M 0.49% 35
2025
Q1 		$15.2M Sell
29,109
-1,964
-6% -$1M 0.68% 13
2024
Q4 		$15.7M Buy
31,073
+31,052
+147,867% +$17.6M 0.64% 22
2024
Q3 		$12.3K Hold
21
– – 0.01% 163
2024
Q2 		$10.7K Buy
+21
New +$10.3K 0.01% 71

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

New Age Alpha Advisors's UNH Position: Q1 2026 in Review

New Age Alpha Advisors reduced its UnitedHealth (UNH) stake by 68% in Q1 2026, selling an estimated $6.92M and leaving 10,834 shares worth $2.93M. The position accounts for 0.14% of the portfolio, ranked #219.

New Age Alpha Advisors first reported a position in UNH in Q2 2024 and has held it in 8 quarters since. The position peaked at $15.7M in Q4 2024. 3,024 funds tracked by Wall St. Rank hold UNH as of Q1 2026.

  • New Age Alpha Advisors held 10,834 shares of UnitedHealth worth $2.93M as of Q1 2026.
  • New Age Alpha Advisors sold 23,247 UnitedHealth shares in Q1 2026, an estimated $6.92M.
  • UnitedHealth made up 0.14% of New Age Alpha Advisors's portfolio in Q1 2026, its #219 holding.
  • New Age Alpha Advisors first reported a position in UnitedHealth in Q2 2024 and has held it in 8 quarters since.
  • New Age Alpha Advisors's UnitedHealth position peaked at $15.7M in Q4 2024.
  • 3,024 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.

Based on New Age Alpha Advisors's 13F filing for Q1 2026, filed 11 May 2026.