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Alteri Wealth’s UnitedHealth UNH Stock Holding History

Alteri Wealth’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 		$684K Buy
1,646
+711
+76% +$264K 0.19% 127
2026
Q1 		$253K Buy
935
+156
+20% +$46.5K 0.08% 242
2025
Q4 		$257K Sell
779
-23
-3% -$7.79K 0.08% 241
2025
Q3 		$277K Buy
802
+83
+12% +$25.1K 0.1% 224
2025
Q2 		$224K Sell
719
-863
-55% -$330K 0.09% 245
2025
Q1 		$829K Buy
1,582
+415
+36% +$212K 0.36% 67
2024
Q4 		$590K Buy
+1,167
New +$663K 0.16% 96

Other funds holding UNH

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
PAM
PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Alteri Wealth's UNH Position: Q2 2026 in Review

Alteri Wealth increased its UnitedHealth (UNH) stake by 76% in Q2 2026, buying an estimated $264K and bringing the position to 1,646 shares worth $684K. The position accounts for 0.19% of the portfolio, ranked #127.

Alteri Wealth first reported a position in UNH in Q4 2024 and has held it in 7 quarters since. The position peaked at $829K in Q1 2025. 1,542 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • Alteri Wealth held 1,646 shares of UnitedHealth worth $684K as of Q2 2026.
  • Alteri Wealth bought 711 UnitedHealth shares in Q2 2026, an estimated $264K.
  • UnitedHealth made up 0.19% of Alteri Wealth's portfolio in Q2 2026, its #127 holding.
  • Alteri Wealth first reported a position in UnitedHealth in Q4 2024 and has held it in 7 quarters since.
  • Alteri Wealth's UnitedHealth position peaked at $829K in Q1 2025.
  • 1,542 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Alteri Wealth's 13F filing for Q2 2026, filed 29 Jul 2026.