Alterna Wealth Management’s UnitedHealth UNH Stock Holding History

Alterna 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 Q3	–	Sell	-636	Closed	-$264K	–	118
2026 Q2	$264K	Buy	+636	New	+$236K	0.15%	94
2025 Q3	–	Sell	-718	Closed	-$224K	–	113
2025 Q2	$224K	Buy	+718	New	+$274K	0.18%	98
2024 Q3	–	Sell	-556	Closed	-$283K	–	114
2024 Q2	$283K	Sell	556 -31	-5%	-$15.2K	0.25%	85
2024 Q1	$290K	Buy	+587	New	+$298K	0.24%	72
2019 Q1	–	Sell	-9,739	Closed	-$1.81M	–	316
2018 Q4	$1.81M	Buy	+9,739	New	+$2.57M	0.29%	56

Other funds holding UNH

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Sanders Capital West Palm Beach, Florida $103B AUM 36.66% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Alterna Wealth Management's UNH Position: Q3 2026 in Review

Alterna Wealth Management sold out of UnitedHealth (UNH) in Q3 2026, closing a stake of 636 shares — an estimated $264K sold.

Alterna Wealth Management first reported a position in UNH in Q4 2018 and held it in 5 quarters. The position peaked at $1.81M in Q4 2018. 2,218 funds tracked by Wall St. Rank hold UNH as of Q3 2026.

Alterna Wealth Management reported no remaining UnitedHealth position as of Q3 2026 after selling out during the quarter.
Alterna Wealth Management sold 636 UnitedHealth shares in Q3 2026, an estimated $264K.
Alterna Wealth Management first reported a position in UnitedHealth in Q4 2018 and held it in 5 quarters.
Alterna Wealth Management's UnitedHealth position peaked at $1.81M in Q4 2018.
2,218 funds tracked by Wall St. Rank held UnitedHealth as of Q3 2026.

Based on Alterna Wealth Management's 13F filing for Q3 2026, filed 27 Oct 2026.