Valley National Advisers’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 | $1.96M | Sell |
7,227
-37
| -0.5% | -$11K | 0.25% | 83 |
|
|
2025
Q4 | $2.4M | Sell |
7,264
-187
| -3% | -$63.4K | 0.33% | 64 |
|
|
2025
Q3 | $2.57M | Buy |
7,451
+6,375
| +592% | +$1.93M | 0.4% | 51 |
|
|
2025
Q2 | $335K | Sell |
1,076
-139
| -11% | -$53.1K | 0.05% | 197 |
|
|
2025
Q1 | $635K | Buy |
1,215
+88
| +8% | +$45K | 0.11% | 146 |
|
|
2024
Q4 | $570K | Buy |
1,127
+63
| +6% | +$35.8K | 0.1% | 152 |
|
|
2024
Q3 | $622K | Sell |
1,064
-333
| -24% | -$188K | 0.11% | 149 |
|
|
2024
Q2 | $711K | Buy |
1,397
+106
| +8% | +$52K | 0.11% | 136 |
|
|
2024
Q1 | $638K | Sell |
1,291
-125
| -9% | -$63.5K | 0.1% | 146 |
|
|
2023
Q4 | $745K | Buy |
1,416
+122
| +9% | +$65.1K | 0.12% | 133 |
|
|
2023
Q3 | $652K | Sell |
1,294
-8
| -0.6% | -$3.94K | 0.11% | 130 |
|
|
2023
Q2 | $626K | Buy |
1,302
+5
| +0.4% | +$2.44K | 0.11% | 143 |
|
|
2023
Q1 | $634K | Sell |
1,297
-247
| -16% | -$119K | 0.11% | 148 |
|
|
2022
Q4 | $761K | Hold |
1,544
| – | – | 0.14% | 127 |
|
|
2022
Q3 | $806K | Buy |
1,544
+84
| +6% | +$44.2K | 0.17% | 114 |
|
|
2022
Q2 | $751K | Sell |
1,460
-4,031
| -73% | -$2.02M | 0.16% | 109 |
|
|
2022
Q1 | $2.8M | Sell |
5,491
-5
| -0.1% | -$2.41K | 0.54% | 47 |
|
|
2021
Q4 | $2.76M | Sell |
5,496
-3,762
| -41% | -$1.7M | 0.51% | 45 |
|
|
2021
Q3 | $3.62M | Sell |
9,258
-183
| -2% | -$75.8K | 0.65% | 28 |
|
|
2021
Q2 | $3.78M | Buy |
9,441
+32
| +0.3% | +$12.8K | 0.69% | 27 |
|
|
2021
Q1 | $3.5M | Sell |
9,409
-170
| -2% | -$58.9K | 0.68% | 27 |
|
|
2020
Q4 | $3.36M | Sell |
9,579
-282
| -3% | -$94.5K | 0.7% | 23 |
|
|
2020
Q3 | $3.07M | Sell |
9,861
-1,293
| -12% | -$397K | 0.7% | 23 |
|
|
2020
Q2 | $3.29M | Sell |
11,154
-832
| -7% | -$238K | 0.76% | 21 |
|
|
2020
Q1 | $2.99M | Sell |
11,986
-410
| -3% | -$113K | 0.83% | 25 |
|
|
2019
Q4 | $3.64M | Buy |
12,396
+3,493
| +39% | +$914K | 0.91% | 22 |
|
|
2019
Q3 | $1.94M | Buy |
8,903
+6,108
| +219% | +$1.47M | 0.53% | 43 |
|
|
2019
Q2 | $682K | Buy |
2,795
+2,356
| +537% | +$567K | 0.19% | 91 |
|
|
2019
Q1 | $109K | Sell |
439
-96
| -18% | -$24.5K | 0.03% | 227 |
|
|
2018
Q4 | $133K | Buy |
535
+96
| +22% | +$25.4K | 0.04% | 193 |
|
|
2018
Q3 | $117K | Buy |
439
+110
| +33% | +$28.6K | 0.04% | 205 |
|
|
2018
Q2 | $81K | Sell |
329
-41
| -11% | -$9.85K | 0.03% | 228 |
|
|
2018
Q1 | $79K | Sell |
370
-21
| -5% | -$4.8K | 0.03% | 223 |
|
|
2017
Q4 | $86K | Hold |
391
| – | – | 0.03% | 216 |
|
|
2017
Q3 | $77K | Buy |
391
+18
| +5% | +$3.48K | 0.03% | 220 |
|
|
2017
Q2 | $69K | Hold |
373
| – | – | 0.02% | 222 |
|
|
2017
Q1 | $61K | Hold |
373
| – | – | 0.02% | 229 |
|
|
2016
Q4 | $60K | Hold |
373
| – | – | 0.03% | 241 |
|
|
2016
Q3 | $52K | Hold |
373
| – | – | 0.03% | 222 |
|
|
2016
Q2 | $53K | Buy |
373
+3
| +0.8% | +$400 | 0.03% | 228 |
|
|
2016
Q1 | $48K | Hold |
370
| – | – | 0.03% | 234 |
|
|
2015
Q4 | $44K | Buy |
370
+236
| +176% | +$27.6K | 0.03% | 227 |
|
|
2015
Q3 | $16K | Hold |
134
| – | – | 0.01% | 323 |
|
|
2015
Q2 | $16K | Hold |
134
| – | – | 0.01% | 334 |
|
|
2015
Q1 | $16K | Hold |
134
| – | – | 0.01% | 325 |
|
|
2014
Q4 | $10K | Buy |
+134
| New | +$12.7K | 0.01% | 282 |
|
Other funds holding UNH
VCM
VPM
Valley National Advisers's UNH Position: Q1 2026 in Review
Valley National Advisers reduced its UnitedHealth (UNH) stake by 0.51% in Q1 2026, selling an estimated $11K and leaving 7,227 shares worth $1.96M. The position accounts for 0.25% of the portfolio, ranked #83.
Valley National Advisers first reported a position in UNH in Q4 2014 and has held it in 46 quarters since. The position peaked at $3.78M in Q2 2021. 3,020 funds tracked by Wall St. Rank hold UNH as of Q1 2026.
- Valley National Advisers held 7,227 shares of UnitedHealth worth $1.96M as of Q1 2026.
- Valley National Advisers sold 37 UnitedHealth shares in Q1 2026, an estimated $11K.
- UnitedHealth made up 0.25% of Valley National Advisers's portfolio in Q1 2026, its #83 holding.
- Valley National Advisers first reported a position in UnitedHealth in Q4 2014 and has held it in 46 quarters since.
- Valley National Advisers's UnitedHealth position peaked at $3.78M in Q2 2021.
- 3,020 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.
Based on Valley National Advisers's 13F filing for Q1 2026, filed 15 Apr 2026.