ACM
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Alta Capital Management’s UnitedHealth UNH Stock Holding History

Alta Capital 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
Q1 		$4.39M Sell
16,222
-2,273
-12% -$677K 0.34% 53
2025
Q4 		$6.11M Sell
18,495
-5,638
-23% -$1.91M 0.41% 45
2025
Q3 		$8.33M Sell
24,133
-97,491
-80% -$29.5M 0.46% 40
2025
Q2 		$37.9M Buy
121,624
+7,006
+6% +$2.68M 2.16% 20
2025
Q1 		$60M Buy
114,618
+235
+0.2% +$120K 3.9% 6
2024
Q4 		$57.9M Sell
114,383
-3,254
-3% -$1.85M 3.45% 8
2024
Q3 		$68.8M Buy
117,637
+3,315
+3% +$1.87M 4.09% 5
2024
Q2 		$58.2M Buy
114,322
+19,420
+20% +$9.52M 3.66% 6
2024
Q1 		$46.9M Buy
94,902
+3,207
+3% +$1.63M 2.9% 14
2023
Q4 		$48.3M Sell
91,695
-1,323
-1% -$706K 3.12% 10
2023
Q3 		$46.9M Buy
93,018
+15,666
+20% +$7.71M 3.38% 7
2023
Q2 		$37.2M Buy
77,352
+14,640
+23% +$7.16M 2.55% 16
2023
Q1 		$29.6M Buy
62,712
+48,300
+335% +$23.3M 2.18% 22
2022
Q4 		$7.64M Buy
14,412
+9,981
+225% +$5.29M 0.58% 40
2022
Q3 		$2.24M Buy
4,431
+32
+0.7% +$16.8K 0.18% 51
2022
Q2 		$2.26M Sell
4,399
-1,503
-25% -$755K 0.17% 54
2022
Q1 		$3.01M Buy
5,902
+237
+4% +$114K 0.18% 49
2021
Q4 		$2.85M Buy
5,665
+1,219
+27% +$552K 0.15% 50
2021
Q3 		$1.74M Sell
4,446
-3,812
-46% -$1.58M 0.1% 59
2021
Q2 		$3.31M Buy
8,258
+360
+5% +$144K 0.1% 58
2021
Q1 		$2.94M Buy
+7,898
New +$2.74M 0.09% 60

Other funds holding UNH

BlackRock
BlackRock New York $5.72T 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 $1.56T 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

Alta Capital Management's UNH Position: Q1 2026 in Review

Alta Capital Management reduced its UnitedHealth (UNH) stake by 12% in Q1 2026, selling an estimated $677K and leaving 16,222 shares worth $4.39M. The position accounts for 0.34% of the portfolio, ranked #53.

Alta Capital Management first reported a position in UNH in Q1 2021 and has held it in 21 quarters since. The position peaked at $68.8M in Q3 2024. 3,019 funds tracked by Wall St. Rank hold UNH as of Q1 2026.

  • Alta Capital Management held 16,222 shares of UnitedHealth worth $4.39M as of Q1 2026.
  • Alta Capital Management sold 2,273 UnitedHealth shares in Q1 2026, an estimated $677K.
  • UnitedHealth made up 0.34% of Alta Capital Management's portfolio in Q1 2026, its #53 holding.
  • Alta Capital Management first reported a position in UnitedHealth in Q1 2021 and has held it in 21 quarters since.
  • Alta Capital Management's UnitedHealth position peaked at $68.8M in Q3 2024.
  • 3,019 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.

Based on Alta Capital Management's 13F filing for Q1 2026, filed 11 May 2026.