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UNHUNH
30 quarters

Position history for AIAllen Investment Management, LLC's holdings in UNITEDHEALTH GROUP INC

Allen Investment Management, LLC holds 876,259 shares of UNH (UNITEDHEALTH GROUP INC), worth $364.2M as of 2026-Q2. The position was decreased (-20.2% shares). UNH represents 4.3% of Allen Investment Management, LLC's portfolio.

Current Value

$364.2M

Current Shares

876,259

Total Value Change

+$250.2M

Total Shares Change

+415,298

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Decreased
876,259
-20.2%
$364.2M4.3%$415.63
0
2026-Q1
Decreased
1.1M
-4.6%
$297.3M3.7%$289.21
0
2025-Q4
Increased
1.2M
+13.1%
$380M4.2%$332.16
65
2025-Q3
Decreased
1M
-19.4%
$351.3M3.9%$342.87
0
2025-Q2
Increased
1.3M
+22.5%
$393.9M4.3%$305.12
69
2025-Q1
Increased
1M
+6.7%
$540M6.3%$505.79
65
2024-Q4
Decreased
966,550
-3.1%
$488.9M5.6%$495.60
0
2024-Q3
Decreased
997,266
-2.7%
$583.1M6.9%$565.70
0
2024-Q2
Increased
1M
+19.5%
$521.8M6.3%$493.37
72
2024-Q1
Increased
857,397
+4.9%
$424.2M5.3%$477.24
64
2023-Q4
Decreased
817,106
-0.6%
$430.2M5.7%$505.90
0
2023-Q3
Increased
821,624
+1.3%
$414.3M6.1%$482.84
61
2023-Q2
Decreased
811,304
-1.4%
$389.9M5.7%$454.49
0
2023-Q1
Decreased
823,227
-0.4%
$389M6.5%$446.58
0
2022-Q4
Decreased
826,758
-3.6%
$438.3M7.0%$501.90
0
2022-Q3
Decreased
857,408
-3.4%
$433M7.5%$480.21
0
2022-Q2
Decreased
887,545
-16.4%
$455.9M7.4%$485.18
0
2022-Q1
Increased
1.1M
+2.1%
$541.5M7.3%$488.25
62
2021-Q4
Decreased
1M
-0.6%
$522M6.5%$471.49
0
2021-Q3
Increased
1M
+1.0%
$408.6M5.6%$373.05
61
2021-Q2
Increased
1M
+4.5%
$414.6M5.6%$369.60
63
2021-Q1
Increased
990,525
+2.2%
$368.5M5.7%$345.55
62
2020-Q4
Increased
969,439
+4.3%
$340M5.8%$317.99
63
2020-Q3
Increased
929,395
+0.4%
$289.8M5.4%$279.34
60
2020-Q2
Increased
925,747
+12.7%
$273M5.7%$265.03
67
2020-Q1
Increased
821,643
+20.0%
$204.9M6.1%$228.85
71
2019-Q4
Increased
684,595
+7.5%
$201.3M4.8%$266.47
60
2019-Q3
Increased
637,002
+16.3%
$138.4M3.7%$194.45
64
2019-Q2
Increased
547,537
+18.8%
$133.6M3.8%$219.39
65
2019-Q1
New
460,961
-
$114M3.6%$221.33
83

Other major holders of UNH: BNP PARIBAS FINANCIAL MARKETS, VANGUARD GROUP INC, BlackRock, Inc.

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