UAG
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United Advisor Group’s UnitedHealth UNH Stock Holding History

United Advisor Group’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 		– Sell
-300
Closed -$99K – 533
2025
Q4 		$99K Buy
+300
New +$102K 0.01% 474

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

United Advisor Group's UNH Position: Q1 2026 in Review

United Advisor Group reduced its UnitedHealth (UNH) stake by 9.3% in Q1 2026, selling an estimated $98.3K and leaving 3,214 shares worth $870K. The position accounts for 0.11% of the portfolio, ranked #208.

United Advisor Group first reported a position in UNH in Q2 2024 and has held it in 8 quarters since. The position peaked at $1.32M in Q3 2025. 3,021 funds tracked by Wall St. Rank hold UNH as of Q1 2026.

  • United Advisor Group held 3,214 shares of UnitedHealth worth $870K as of Q1 2026.
  • United Advisor Group sold 330 UnitedHealth shares in Q1 2026, an estimated $98.3K.
  • UnitedHealth made up 0.11% of United Advisor Group's portfolio in Q1 2026, its #208 holding.
  • United Advisor Group first reported a position in UnitedHealth in Q2 2024 and has held it in 8 quarters since.
  • United Advisor Group's UnitedHealth position peaked at $1.32M in Q3 2025.
  • 3,021 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.

Based on United Advisor Group's 13F filing for Q1 2026, filed 17 Apr 2026.