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Wealth Alliance’s UnitedHealth UNH Stock Holding History

Wealth Alliance’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 		$833K Sell
3,077
-67
-2% -$20K 0.08% 209
2025
Q4 		$1.04M Sell
3,144
-25
-0.8% -$8.47K 0.1% 179
2025
Q3 		$1.09M Sell
3,169
-889
-22% -$269K 0.11% 164
2025
Q2 		$1.27M Sell
4,058
-1,108
-21% -$423K 0.14% 142
2025
Q1 		$2.71M Buy
5,166
+8
+0.2% +$4.09K 0.33% 61
2024
Q4 		$2.61M Sell
5,158
-268
-5% -$152K 0.31% 65
2024
Q3 		$3.17M Sell
5,426
-122
-2% -$69K 0.38% 46
2024
Q2 		$2.83M Buy
5,548
+73
+1% +$35.8K 0.36% 50
2024
Q1 		$2.71M Sell
5,475
-81
-1% -$41.2K 0.36% 53
2023
Q4 		$2.93M Sell
5,556
-108
-2% -$57.6K 0.41% 44
2023
Q3 		$2.86M Sell
5,664
-117
-2% -$57.6K 0.45% 41
2023
Q2 		$2.78M Sell
5,781
-119
-2% -$58.2K 0.42% 39
2023
Q1 		$2.79M Sell
5,900
-556
-9% -$268K 0.45% 34
2022
Q4 		$3.42M Sell
6,456
-849
-12% -$450K 0.61% 23
2022
Q3 		$3.69M Buy
7,305
+21
+0.3% +$11K 0.73% 19
2022
Q2 		$3.74M Sell
7,284
-222
-3% -$111K 0.72% 22
2022
Q1 		$3.83M Buy
7,506
+80
+1% +$38.6K 0.78% 17
2021
Q4 		$3.73M Sell
7,426
-50
-0.7% -$22.6K 0.75% 20
2021
Q3 		$2.92M Buy
7,476
+97
+1% +$40.2K 0.66% 29
2021
Q2 		$2.96M Sell
7,379
-128
-2% -$51K 0.7% 26
2021
Q1 		$2.79M Sell
7,507
-91
-1% -$31.5K 0.78% 23
2020
Q4 		$2.67M Buy
7,598
+227
+3% +$76.1K 0.79% 20
2020
Q3 		$2.3M Buy
7,371
+453
+7% +$139K 0.83% 25
2020
Q2 		$2.04M Buy
6,918
+577
+9% +$165K 0.81% 24
2020
Q1 		$1.58M Buy
+6,341
New +$1.74M 0.85% 23

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

Wealth Alliance's UNH Position: Q1 2026 in Review

Wealth Alliance reduced its UnitedHealth (UNH) stake by 2.1% in Q1 2026, selling an estimated $20K and leaving 3,077 shares worth $833K. The position accounts for 0.08% of the portfolio, ranked #209.

Wealth Alliance first reported a position in UNH in Q1 2020 and has held it in 25 quarters since. The position peaked at $3.83M in Q1 2022. 3,021 funds tracked by Wall St. Rank hold UNH as of Q1 2026.

  • Wealth Alliance held 3,077 shares of UnitedHealth worth $833K as of Q1 2026.
  • Wealth Alliance sold 67 UnitedHealth shares in Q1 2026, an estimated $20K.
  • UnitedHealth made up 0.08% of Wealth Alliance's portfolio in Q1 2026, its #209 holding.
  • Wealth Alliance first reported a position in UnitedHealth in Q1 2020 and has held it in 25 quarters since.
  • Wealth Alliance's UnitedHealth position peaked at $3.83M in Q1 2022.
  • 3,021 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.

Based on Wealth Alliance's 13F filing for Q1 2026, filed 14 May 2026.