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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
Q2 		$3.92M Sell
9,423
-1,411
-13% -$523K 0.17% 146
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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

New Age Alpha Advisors's UNH Position: Q2 2026 in Review

New Age Alpha Advisors reduced its UnitedHealth (UNH) stake by 13% in Q2 2026, selling an estimated $523K and leaving 9,423 shares worth $3.92M. The position accounts for 0.17% of the portfolio, ranked #146.

New Age Alpha Advisors first reported a position in UNH in Q2 2024 and has held it in 9 quarters since. The position peaked at $15.7M in Q4 2024. 3,394 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • New Age Alpha Advisors held 9,423 shares of UnitedHealth worth $3.92M as of Q2 2026.
  • New Age Alpha Advisors sold 1,411 UnitedHealth shares in Q2 2026, an estimated $523K.
  • UnitedHealth made up 0.17% of New Age Alpha Advisors's portfolio in Q2 2026, its #146 holding.
  • New Age Alpha Advisors first reported a position in UnitedHealth in Q2 2024 and has held it in 9 quarters since.
  • New Age Alpha Advisors's UnitedHealth position peaked at $15.7M in Q4 2024.
  • 3,394 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on New Age Alpha Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.