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 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

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

PAM

PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Alterna Wealth Management's UNH Position: Q2 2026 in Review

Alterna Wealth Management opened a new position in UnitedHealth (UNH) in Q2 2026: 636 shares worth $264K. The stake represents 0.15% of the portfolio and ranks #94 among its holdings. This is a return to the name: Alterna Wealth Management previously reported a position in UNH as recently as Q2 2025.

Alterna Wealth Management first reported a position in UNH in Q4 2018 and has held it in 5 quarters since. The position peaked at $1.81M in Q4 2018. 1,059 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

Alterna Wealth Management held 636 shares of UnitedHealth worth $264K as of Q2 2026.
UnitedHealth was a new Alterna Wealth Management position in Q2 2026.
UnitedHealth made up 0.15% of Alterna Wealth Management's portfolio in Q2 2026, its #94 holding.
Alterna Wealth Management first reported a position in UnitedHealth in Q4 2018 and has held it in 5 quarters since.
Alterna Wealth Management's UnitedHealth position peaked at $1.81M in Q4 2018.
1,059 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Alterna Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.