Regal 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 | $550K | Sell |
2,031
-2,536
| -56% | -$755K | 0.03% | 406 |
|
|
2025
Q4 | $1.51M | Buy |
4,567
+194
| +4% | +$65.7K | 0.09% | 228 |
|
|
2025
Q3 | $1.51M | Buy |
4,373
+1,281
| +41% | +$387K | 0.1% | 209 |
|
|
2025
Q2 | $965K | Buy |
3,092
+1,567
| +103% | +$599K | 0.07% | 244 |
|
|
2025
Q1 | $798K | Sell |
1,525
-738
| -33% | -$377K | 0.06% | 249 |
|
|
2024
Q4 | $1.14M | Sell |
2,263
-180
| -7% | -$102K | 0.09% | 211 |
|
|
2024
Q3 | $1.43M | Sell |
2,443
-532
| -18% | -$301K | 0.1% | 208 |
|
|
2024
Q2 | $1.52M | Sell |
2,975
-127
| -4% | -$62.2K | 0.1% | 207 |
|
|
2024
Q1 | $1.53M | Sell |
3,102
-277
| -8% | -$141K | 0.1% | 201 |
|
|
2023
Q4 | $1.78M | Buy |
3,379
+164
| +5% | +$87.5K | 0.13% | 170 |
|
|
2023
Q3 | $1.62M | Buy |
3,215
+255
| +9% | +$125K | 0.14% | 164 |
|
|
2023
Q2 | $1.42M | Buy |
2,960
+53
| +2% | +$25.9K | 0.12% | 176 |
|
|
2023
Q1 | $1.37M | Buy |
2,907
+202
| +7% | +$97.5K | 0.12% | 171 |
|
|
2022
Q4 | $1.43M | Buy |
2,705
+36
| +1% | +$19.1K | 0.14% | 152 |
|
|
2022
Q3 | $1.35M | Sell |
2,669
-175
| -6% | -$92K | 0.14% | 145 |
|
|
2022
Q2 | $1.46M | Sell |
2,844
-13
| -0.5% | -$6.53K | 0.15% | 139 |
|
|
2022
Q1 | $1.46M | Buy |
2,857
+108
| +4% | +$52.1K | 0.13% | 156 |
|
|
2021
Q4 | $1.38M | Buy |
2,749
+182
| +7% | +$82.4K | 0.12% | 175 |
|
|
2021
Q3 | $1M | Sell |
2,567
-66
| -3% | -$27.3K | 0.1% | 234 |
|
|
2021
Q2 | $1.05M | Buy |
+2,633
| New | +$1.05M | 0.11% | 203 |
|
|
2021
Q1 | – | Sell |
-2,496
| Closed | -$875K | – | 398 |
|
|
2020
Q4 | $875K | Buy |
+2,496
| New | +$837K | 0.1% | 196 |
|
|
2020
Q3 | – | Sell |
-2,399
| Closed | -$708K | – | 271 |
|
|
2020
Q2 | $708K | Buy |
+2,399
| New | +$687K | 0.13% | 149 |
|
|
2020
Q1 | – | Sell |
-2,303
| Closed | -$677K | – | 290 |
|
|
2019
Q4 | $677K | Buy |
2,303
+2
| +0.1% | +$523 | 0.12% | 166 |
|
|
2019
Q3 | $500K | Sell |
2,301
-36
| -2% | -$8.69K | 0.1% | 191 |
|
|
2019
Q2 | $570K | Buy |
2,337
+452
| +24% | +$109K | 0.11% | 178 |
|
|
2019
Q1 | $466K | Buy |
1,885
+226
| +14% | +$57.6K | 0.09% | 192 |
|
|
2018
Q4 | $413K | Sell |
1,659
-17
| -1% | -$4.49K | 0.09% | 202 |
|
|
2018
Q3 | $446K | Buy |
+1,676
| New | +$436K | 0.09% | 204 |
|
|
2018
Q2 | – | Sell |
-1,398
| Closed | -$299K | – | 315 |
|
|
2018
Q1 | $299K | Buy |
1,398
+46
| +3% | +$10.5K | 0.07% | 231 |
|
|
2017
Q4 | $298K | Buy |
1,352
+51
| +4% | +$10.8K | 0.07% | 227 |
|
|
2017
Q3 | $255K | Buy |
+1,301
| New | +$251K | 0.06% | 233 |
|
|
2015
Q2 | – | Sell |
-101
| Closed | -$12K | – | 1022 |
|
|
2015
Q1 | $12K | Buy |
+101
| New | +$11.2K | ﹤0.01% | 654 |
|
|
2014
Q3 | – | Sell |
-38
| Closed | -$3K | – | 983 |
|
|
2014
Q2 | $3K | Hold |
38
| – | – | ﹤0.01% | 823 |
|
|
2014
Q1 | $3K | Hold |
38
| – | – | ﹤0.01% | 801 |
|
|
2013
Q4 | $3K | Sell |
38
-120
| -76% | -$8.62K | ﹤0.01% | 738 |
|
|
2013
Q3 | $11K | Buy |
158
+1
| +0.6% | +$72 | 0.01% | 589 |
|
|
2013
Q2 | $10K | Buy |
+157
| New | +$9.77K | 0.01% | 593 |
|
Other funds holding UNH
VCM
VPM
Regal Investment Advisors's UNH Position: Q1 2026 in Review
Regal Investment Advisors reduced its UnitedHealth (UNH) stake by 56% in Q1 2026, selling an estimated $755K and leaving 2,031 shares worth $550K. The position accounts for 0.03% of the portfolio, ranked #406.
Regal Investment Advisors first reported a position in UNH in Q2 2013 and has held it in 37 quarters since. The position peaked at $1.78M in Q4 2023. 3,024 funds tracked by Wall St. Rank hold UNH as of Q1 2026.
- Regal Investment Advisors held 2,031 shares of UnitedHealth worth $550K as of Q1 2026.
- Regal Investment Advisors sold 2,536 UnitedHealth shares in Q1 2026, an estimated $755K.
- UnitedHealth made up 0.03% of Regal Investment Advisors's portfolio in Q1 2026, its #406 holding.
- Regal Investment Advisors first reported a position in UnitedHealth in Q2 2013 and has held it in 37 quarters since.
- Regal Investment Advisors's UnitedHealth position peaked at $1.78M in Q4 2023.
- 3,024 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.
Based on Regal Investment Advisors's 13F filing for Q1 2026, filed 14 May 2026.