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UNH icon

AlTi Global’s UnitedHealth UNH Stock Holding History

AlTi Global’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 		$11.5M Sell
27,760
-1,248
-4% -$463K 0.24% 52
2026
Q1 		$8.22M Buy
29,008
+14,916
+106% +$4.44M 0.18% 63
2025
Q4 		$4.65M Sell
14,092
-5,667
-29% -$1.92M 0.1% 102
2025
Q3 		$6.82M Buy
19,759
+9,082
+85% +$2.75M 0.16% 77
2025
Q2 		$3.33M Sell
10,677
-2,265
-18% -$866K 0.08% 124
2025
Q1 		$6.78M Sell
12,942
-3,038
-19% -$1.55M 0.18% 63
2024
Q4 		$8.11M Sell
15,980
-1,833
-10% -$1.04M 0.2% 64
2024
Q3 		$10.4M Buy
17,813
+69
+0.4% +$39K 0.25% 51
2024
Q2 		$9.04M Sell
17,744
-2,277
-11% -$1.12M 0.24% 51
2024
Q1 		$9.9M Buy
20,021
+7,378
+58% +$3.75M 0.28% 46
2023
Q4 		$6.66M Buy
+12,643
New +$6.74M 0.2% 67

Other funds holding UNH

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

AlTi Global's UNH Position: Q2 2026 in Review

AlTi Global reduced its UnitedHealth (UNH) stake by 4.3% in Q2 2026, selling an estimated $463K and leaving 27,760 shares worth $11.5M. The position accounts for 0.24% of the portfolio, ranked #52.

AlTi Global first reported a position in UNH in Q4 2023 and has held it in 11 quarters since. 3,394 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • AlTi Global held 27,760 shares of UnitedHealth worth $11.5M as of Q2 2026.
  • AlTi Global sold 1,248 UnitedHealth shares in Q2 2026, an estimated $463K.
  • UnitedHealth made up 0.24% of AlTi Global's portfolio in Q2 2026, its #52 holding.
  • AlTi Global first reported a position in UnitedHealth in Q4 2023 and has held it in 11 quarters since.
  • 3,394 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on AlTi Global's 13F filing for Q2 2026, filed 5 Aug 2026.