Alerus Financial’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $8.24M | Sell |
30,448
-1,180
| -4% | -$351K | 0.41% | 39 |
|
|
2025
Q4 | $10.4M | Buy |
31,628
+15,816
| +100% | +$5.36M | 0.51% | 30 |
|
|
2025
Q3 | $5.46M | Sell |
15,812
-4,051
| -20% | -$1.23M | 0.28% | 64 |
|
|
2025
Q2 | $6.2M | Buy |
19,863
+5,054
| +34% | +$1.93M | 0.45% | 52 |
|
|
2025
Q1 | $7.76M | Sell |
14,809
-284
| -2% | -$145K | 0.62% | 37 |
|
|
2024
Q4 | $7.63M | Buy |
15,093
+8,082
| +115% | +$4.59M | 0.58% | 42 |
|
|
2024
Q3 | $4.1M | Sell |
7,011
-246
| -3% | -$139K | 0.3% | 74 |
|
|
2024
Q2 | $3.7M | Sell |
7,257
-96
| -1% | -$47.1K | 0.28% | 73 |
|
|
2024
Q1 | $3.64M | Sell |
7,353
-4,407
| -37% | -$2.24M | 0.27% | 81 |
|
|
2023
Q4 | $6.19M | Buy |
11,760
+6,827
| +138% | +$3.64M | 0.51% | 54 |
|
|
2023
Q3 | $2.49M | Sell |
4,933
-1,028
| -17% | -$506K | 0.22% | 85 |
|
|
2023
Q2 | $2.87M | Buy |
5,961
+67
| +1% | +$32.8K | 0.24% | 86 |
|
|
2023
Q1 | $2.79M | Sell |
5,894
-161
| -3% | -$77.7K | 0.25% | 93 |
|
|
2022
Q4 | $3.21M | Sell |
6,055
-10,223
| -63% | -$5.42M | 0.29% | 88 |
|
|
2022
Q3 | $8.22M | Sell |
16,278
-80
| -0.5% | -$42.1K | 0.82% | 29 |
|
|
2022
Q2 | $8.4M | Sell |
16,358
-5,531
| -25% | -$2.78M | 0.78% | 25 |
|
|
2022
Q1 | $11.2M | Sell |
21,889
-512
| -2% | -$247K | 0.95% | 21 |
|
|
2021
Q4 | $11.2M | Buy |
22,401
+2,448
| +12% | +$1.11M | 0.92% | 21 |
|
|
2021
Q3 | $7.8M | Sell |
19,953
-175
| -0.9% | -$72.5K | 0.71% | 30 |
|
|
2021
Q2 | $8.06M | Sell |
20,128
-3,367
| -14% | -$1.34M | 0.81% | 26 |
|
|
2021
Q1 | $8.74M | Sell |
23,495
-2,455
| -9% | -$851K | 0.92% | 23 |
|
|
2020
Q4 | $9.1M | Buy |
25,950
+441
| +2% | +$148K | 0.92% | 19 |
|
|
2020
Q3 | $7.95M | Sell |
25,509
-3,098
| -11% | -$952K | 0.9% | 22 |
|
|
2020
Q2 | $8.44M | Buy |
28,607
+902
| +3% | +$258K | 0.99% | 19 |
|
|
2020
Q1 | $6.91M | Buy |
27,705
+1,610
| +6% | +$443K | 0.96% | 24 |
|
|
2019
Q4 | $7.67M | Sell |
26,095
-6,310
| -19% | -$1.65M | 0.87% | 26 |
|
|
2019
Q3 | $7.04M | Sell |
32,405
-479
| -1% | -$116K | 0.91% | 25 |
|
|
2019
Q2 | $8.02M | Buy |
32,884
+181
| +0.6% | +$43.5K | 1.08% | 21 |
|
|
2019
Q1 | $8.09M | Sell |
32,703
-468
| -1% | -$119K | 1.13% | 19 |
|
|
2018
Q4 | $8.26M | Buy |
33,171
+3,025
| +10% | +$799K | 1.27% | 18 |
|
|
2018
Q3 | $8.02M | Sell |
30,146
-875
| -3% | -$228K | 1.1% | 19 |
|
|
2018
Q2 | $7.61M | Sell |
31,021
-829
| -3% | -$199K | 1.08% | 21 |
|
|
2018
Q1 | $6.82M | Buy |
31,850
+2,788
| +10% | +$637K | 0.98% | 26 |
|
|
2017
Q4 | $6.41M | Buy |
29,062
+1,702
| +6% | +$361K | 0.91% | 34 |
|
|
2017
Q3 | $5.36M | Sell |
27,360
-538
| -2% | -$104K | 0.78% | 41 |
|
|
2017
Q2 | $5.17M | Buy |
27,898
+277
| +1% | +$48.6K | 0.77% | 44 |
|
|
2017
Q1 | $4.53M | Buy |
27,621
+402
| +1% | +$65.8K | 0.69% | 44 |
|
|
2016
Q4 | $4.36M | Sell |
27,219
-20,341
| -43% | -$3.04M | 0.7% | 45 |
|
|
2016
Q3 | $6.66M | Sell |
47,560
-1,777
| -4% | -$249K | 1.08% | 25 |
|
|
2016
Q2 | $6.97M | Buy |
+49,337
| New | +$6.58M | 1.17% | 22 |
|
Other funds holding UNH
VCM
VPM
Alerus Financial's UNH Position: Q1 2026 in Review
Alerus Financial reduced its UnitedHealth (UNH) stake by 3.7% in Q1 2026, selling an estimated $351K and leaving 30,448 shares worth $8.24M. The position accounts for 0.41% of the portfolio, ranked #39.
Alerus Financial first reported a position in UNH in Q2 2016 and has held it in 40 quarters since. The position peaked at $11.2M in Q4 2021. 3,021 funds tracked by Wall St. Rank hold UNH as of Q1 2026.
- Alerus Financial held 30,448 shares of UnitedHealth worth $8.24M as of Q1 2026.
- Alerus Financial sold 1,180 UnitedHealth shares in Q1 2026, an estimated $351K.
- UnitedHealth made up 0.41% of Alerus Financial's portfolio in Q1 2026, its #39 holding.
- Alerus Financial first reported a position in UnitedHealth in Q2 2016 and has held it in 40 quarters since.
- Alerus Financial's UnitedHealth position peaked at $11.2M in Q4 2021.
- 3,021 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.
Based on Alerus Financial's 13F filing for Q1 2026, filed 12 May 2026.