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 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 New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

AlTi Global's UNH Position: Q1 2026 in Review

AlTi Global increased its UnitedHealth (UNH) stake by 106% in Q1 2026, buying an estimated $4.44M and bringing the position to 29,008 shares worth $8.22M. The position accounts for 0.18% of the portfolio, ranked #63.

AlTi Global first reported a position in UNH in Q4 2023 and has held it in 10 quarters since. The position peaked at $10.4M in Q3 2024. 3,024 funds tracked by Wall St. Rank hold UNH as of Q1 2026.

AlTi Global held 29,008 shares of UnitedHealth worth $8.22M as of Q1 2026.
AlTi Global bought 14,916 UnitedHealth shares in Q1 2026, an estimated $4.44M.
UnitedHealth made up 0.18% of AlTi Global's portfolio in Q1 2026, its #63 holding.
AlTi Global first reported a position in UnitedHealth in Q4 2023 and has held it in 10 quarters since.
AlTi Global's UnitedHealth position peaked at $10.4M in Q3 2024.
3,024 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.

Based on AlTi Global's 13F filing for Q1 2026, filed 7 May 2026.