Alpine Bank Wealth Management’s UnitedHealth UNH Stock Holding History

Alpine Bank Wealth Management’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 Q2	$141K	Buy	+340	New	+$126K	0.02%	192
2025 Q4	–	Sell	-71	Closed	-$24.5K	–	388
2025 Q3	$24.5K	Hold	71	–	–	﹤0.01%	315
2025 Q2	$22.1K	Sell	71 -274	-79%	-$105K	﹤0.01%	323
2025 Q1	$181K	Buy	+345	New	+$176K	0.03%	147
2024 Q3	$350K	Buy	+598	New	+$338K	0.06%	117

Other funds holding UNH

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Alpine Bank Wealth Management's UNH Position: Q2 2026 in Review

Alpine Bank Wealth Management opened a new position in UnitedHealth (UNH) in Q2 2026: 340 shares worth $141K. The stake represents 0.02% of the portfolio and ranks #192 among its holdings. This is a return to the name: Alpine Bank Wealth Management previously reported a position in UNH as recently as Q3 2025.

Alpine Bank Wealth Management first reported a position in UNH in Q3 2024 and has held it in 5 quarters since. The position peaked at $350K in Q3 2024. 3,389 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

Alpine Bank Wealth Management held 340 shares of UnitedHealth worth $141K as of Q2 2026.
UnitedHealth was a new Alpine Bank Wealth Management position in Q2 2026.
UnitedHealth made up 0.02% of Alpine Bank Wealth Management's portfolio in Q2 2026, its #192 holding.
Alpine Bank Wealth Management first reported a position in UnitedHealth in Q3 2024 and has held it in 5 quarters since.
Alpine Bank Wealth Management's UnitedHealth position peaked at $350K in Q3 2024.
3,389 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Alpine Bank Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.