SEC 13F Intelligence

Alpha Cubed Investments, LLC / UNH

Alpha Cubed Investments, LLC’s Unitedhealth Group Inc Position

Does Alpha Cubed Investments, LLC own Unitedhealth Group Inc (UNH)? Yes129.3K shares worth $43M (+1.46% of its 13F portfolio) as of Q4 2025, up from 124.7K shares the prior filed quarter.

Position Value
$43M
Q4 2025
Shares
129.3K
% of Portfolio
+1.46%
Quarters Held
29
currently held

Position History UNH

Reported value by quarter
Q4 ’18: $6MQ4 ’18Q1 ’19: $6MQ2 ’19: $6MQ3 ’19: $5MQ4 ’19: $8MQ4 ’19Q1 ’20: $6MQ2 ’20: $7MQ3 ’20: $8MQ4 ’20: $9MQ4 ’20Q1 ’21: $12MQ2 ’21: $12MQ3 ’21: $13MQ4 ’21: $17MQ4 ’21Q1 ’22: $16MQ2 ’22: $20MQ3 ’22: $20MQ4 ’22: $24MQ4 ’22Q1 ’23: $23MQ2 ’23: $26MQ3 ’23: $31MQ4 ’23: $34MQ4 ’23Q1 ’24: $37MQ2 ’24: $44MQ3 ’24: $50MQ4 ’24: $17MQ4 ’24Q1 ’25: $16MQ2 ’25: $11MQ3 ’25: $43MQ4 ’25: $43MQ4 ’25filingsflow.com
QuarterSharesValue% of Portfolio
Q4 2025129.3K$43M+1.46%
Q3 2025124.7K$43M+1.50%
Q2 202535.6K$11M+0.42%
Q1 202530.6K$16M+0.72%
Q4 202433.1K$17M+0.76%
Q3 202485.9K$50M+2.24%
Q2 202486.4K$44M+2.10%
Q1 202474.2K$37M+1.92%
Q4 202363.7K$34M+1.87%
Q3 202362.5K$31M+2.12%
Q2 202354.6K$26M+1.77%
Q1 202348.4K$23M+1.66%
Q4 202245.2K$24M+1.81%
Q3 202240.3K$20M+1.59%
Q2 202239.5K$20M+1.47%
Q1 202232.0K$16M+1.04%
Q4 202134.3K$17M+1.13%
Q3 202132.5K$13M+0.95%
Q2 202130.6K$12M+0.89%
Q1 202131.8K$12M+0.92%
Q4 202026.1K$9M+0.78%
Q3 202024.4K$8M+0.73%
Q2 202023.6K$7M+0.76%
Q1 202024.7K$6M+0.74%
Q4 201925.6K$8M+0.77%
Q3 201924.0K$5M+0.61%
Q2 201922.7K$6M+0.64%
Q1 201923.8K$6M+0.71%
Q4 201822.5K$6M+0.84%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Alpha Cubed Investments, LLC’s full portfolio or all institutional holders of UNH.