AA
UNH icon

Alta Advisers’s UnitedHealth UNH Stock Holding History

Alta Advisers’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
Q1 		$941K Hold
3,477
– – 0.34% 43
2025
Q4 		$1.15M Sell
3,477
-1,160
-25% -$393K 0.42% 35
2025
Q3 		$1.6M Hold
4,637
– – 0.49% 30
2025
Q2 		$1.45M Buy
4,637
+80
+2% +$30.6K 0.51% 31
2025
Q1 		$2.39M Buy
4,557
+1,500
+49% +$767K 1.02% 18
2024
Q4 		$1.55M Buy
3,057
+457
+18% +$260K 0.98% 18
2024
Q3 		$1.52M Hold
2,600
– – 0.69% 16
2024
Q2 		$1.32M Hold
2,600
– – 0.64% 17
2024
Q1 		$1.29M Hold
2,600
– – 0.64% 17
2023
Q4 		$1.37M Hold
2,600
– – 0.73% 13
2023
Q3 		$1.31M Buy
2,600
+200
+8% +$98.4K 0.76% 13
2023
Q2 		$1.15M Hold
2,400
– – 0.65% 15
2023
Q1 		$1.13M Hold
2,400
– – 0.68% 14
2022
Q4 		$1.27M Hold
2,400
– – 0.76% 9
2022
Q3 		$1.21M Buy
+2,400
New +$1.26M 0.76% 11

Other funds holding UNH

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return