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 Q2	$1.5M	Buy	3,616 +139	+4%	+$51.5K	0.34%	33
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 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

Alta Advisers's UNH Position: Q2 2026 in Review

Alta Advisers increased its UnitedHealth (UNH) stake by 4% in Q2 2026, buying an estimated $51.5K and bringing the position to 3,616 shares worth $1.5M. The position accounts for 0.34% of the portfolio, ranked #33.

Alta Advisers first reported a position in UNH in Q3 2022 and has held it in 16 quarters since. The position peaked at $2.39M in Q1 2025. 3,378 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

Alta Advisers held 3,616 shares of UnitedHealth worth $1.5M as of Q2 2026.
Alta Advisers bought 139 UnitedHealth shares in Q2 2026, an estimated $51.5K.
UnitedHealth made up 0.34% of Alta Advisers's portfolio in Q2 2026, its #33 holding.
Alta Advisers first reported a position in UnitedHealth in Q3 2022 and has held it in 16 quarters since.
Alta Advisers's UnitedHealth position peaked at $2.39M in Q1 2025.
3,378 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Alta Advisers's 13F filing for Q2 2026, filed 12 Aug 2026.