Skip to main content

Alliance Wealth Advisors, LLC

SEC CIK
0001893261
Latest filing
Jul 23, 2026

UNH holding history

UnitedHealth Group Inc in every 13F filed by Alliance Wealth Advisors, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

UNH overviewAll 13F holders of UNHFull Q2 2026 holdings

Shares (Q2 2026)
762
Value
$316.5K
% of portfolio
0.1%
Quarters held
14
Since Q4 2022
Holdings of UNH by Alliance Wealth Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026762$316.5K0.1%+762NewHolders
Q1 20260$00.0%−797−100.0%Sold outHolders
Q4 2025797$263.1K0.1%+94+13.4%AddedHolders
Q3 2025703$242.6K0.1%−6−0.8%ReducedHolders
Q2 2025709$221.3K0.1%−2,870−80.2%ReducedHolders
Q1 20253,579$1.87M0.5%−341−8.7%ReducedHolders
Q4 20243,920$1.98M0.5%−2,060−34.4%ReducedHolders
Q3 20245,980$3.50M0.9%+89+1.5%AddedHolders
Q2 20245,891$3.00M0.9%+208+3.7%AddedHolders
Q1 20245,683$2.81M0.8%+188+3.4%AddedHolders
Q4 20235,495$2.89M1.0%+69+1.3%AddedHolders
Q3 20235,426$2.74M1.0%+169+3.2%AddedHolders
Q2 20235,257$2.53M0.9%+154+3.0%AddedHolders
Q1 20235,103$2.41M1.0%+196+4.0%AddedHolders
Q4 20224,907$2.60M1.2%–No prior filingHolders