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Wealth Alliance Advisory Group’s UnitedHealth UNH Stock Holding History

Wealth Alliance Advisory 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
2025
Q4 		– Sell
-5,236
Closed -$1.81M – 206
2025
Q3 		$1.81M Buy
5,236
+266
+5% +$80.4K 0.33% 55
2025
Q2 		$1.55M Buy
4,970
+239
+5% +$91.3K 0.3% 60
2025
Q1 		$2.48M Buy
4,731
+70
+2% +$35.8K 0.51% 40
2024
Q4 		$2.36M Sell
4,661
-39
-0.8% -$22.2K 0.5% 41
2024
Q3 		$2.75M Buy
4,700
+128
+3% +$72.4K 0.58% 36
2024
Q2 		$2.33M Buy
4,572
+616
+16% +$302K 0.52% 38
2024
Q1 		$1.96M Buy
3,956
+777
+24% +$395K 0.45% 42
2023
Q4 		$1.67M Buy
3,179
+619
+24% +$330K 0.44% 45
2023
Q3 		$1.29M Buy
2,560
+283
+12% +$139K 0.38% 44
2023
Q2 		$1.09M Sell
2,277
-188
-8% -$91.9K 0.39% 47
2023
Q1 		$1.16M Buy
2,465
+72
+3% +$34.7K 0.44% 39
2022
Q4 		$1.27M Buy
2,393
+172
+8% +$91.1K 0.49% 37
2022
Q3 		$1.12M Sell
2,221
-10
-0.4% -$5.26K 0.49% 39
2022
Q2 		$1.15M Buy
2,231
+259
+13% +$130K 0.54% 34
2022
Q1 		$1.01M Buy
1,972
+170
+9% +$82K 0.44% 43
2021
Q4 		$905K Buy
1,802
+354
+24% +$160K 0.39% 43
2021
Q3 		$566K Buy
1,448
+10
+0.7% +$4.14K 0.28% 63
2021
Q2 		$576K Buy
1,438
+37
+3% +$14.8K 0.28% 63
2021
Q1 		$521K Buy
1,401
+198
+16% +$68.6K 0.27% 66
2020
Q4 		$422K Buy
1,203
+220
+22% +$73.7K 0.23% 73
2020
Q3 		$306K Buy
983
+133
+16% +$40.9K 0.18% 83
2020
Q2 		$251K Buy
850
+8
+1% +$2.29K 0.15% 95
2020
Q1 		$210K Buy
842
+54
+7% +$14.9K 0.16% 101
2019
Q4 		$232K Buy
+788
New +$206K 0.13% 117

Other funds holding UNH

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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
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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Wealth Alliance Advisory Group's UNH Position: Q4 2025 in Review

Wealth Alliance Advisory Group sold out of UnitedHealth (UNH) in Q4 2025, closing a stake of 5,236 shares — an estimated $1.81M sold.

Wealth Alliance Advisory Group first reported a position in UNH in Q4 2019 and held it in 24 quarters. The position peaked at $2.75M in Q3 2024. 3,296 funds tracked by Wall St. Rank hold UNH as of Q4 2025.

  • Wealth Alliance Advisory Group reported no remaining UnitedHealth position as of Q4 2025 after selling out during the quarter.
  • Wealth Alliance Advisory Group sold 5,236 UnitedHealth shares in Q4 2025, an estimated $1.81M.
  • Wealth Alliance Advisory Group first reported a position in UnitedHealth in Q4 2019 and held it in 24 quarters.
  • Wealth Alliance Advisory Group's UnitedHealth position peaked at $2.75M in Q3 2024.
  • 3,296 funds tracked by Wall St. Rank held UnitedHealth as of Q4 2025.

Based on Wealth Alliance Advisory Group's 13F filing for Q4 2025, filed 29 Jan 2026.