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Altiora Financial Group’s UnitedHealth UNH Stock Holding History

Altiora Financial Group’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 		$431K Sell
1,038
-11
-1% -$4.08K 0.07% 83
2026
Q1 		$284K Buy
1,049
+11
+1% +$3.28K 0.05% 94
2025
Q4 		$343K Hold
1,038
– – 0.06% 81
2025
Q3 		$358K Sell
1,038
-40
-4% -$12.1K 0.07% 76
2025
Q2 		$336K Sell
1,078
-200
-16% -$76.4K 0.07% 79
2025
Q1 		$669K Sell
1,278
-10
-0.8% -$5.11K 0.14% 57
2024
Q4 		$652K Hold
1,288
– – 0.14% 59
2024
Q3 		$753K Sell
1,288
-7
-0.5% -$3.96K 0.17% 55
2024
Q2 		$659K Hold
1,295
– – 0.16% 53
2024
Q1 		$641K Hold
1,295
– – 0.17% 48
2023
Q4 		$682K Buy
+1,295
New +$691K 0.2% 44

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 $3.37T AUM 44.26% 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

Altiora Financial Group's UNH Position: Q2 2026 in Review

Altiora Financial Group reduced its UnitedHealth (UNH) stake by 1% in Q2 2026, selling an estimated $4.08K and leaving 1,038 shares worth $431K. The position accounts for 0.07% of the portfolio, ranked #83.

Altiora Financial Group first reported a position in UNH in Q4 2023 and has held it in 11 quarters since. The position peaked at $753K in Q3 2024. 3,387 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • Altiora Financial Group held 1,038 shares of UnitedHealth worth $431K as of Q2 2026.
  • Altiora Financial Group sold 11 UnitedHealth shares in Q2 2026, an estimated $4.08K.
  • UnitedHealth made up 0.07% of Altiora Financial Group's portfolio in Q2 2026, its #83 holding.
  • Altiora Financial Group first reported a position in UnitedHealth in Q4 2023 and has held it in 11 quarters since.
  • Altiora Financial Group's UnitedHealth position peaked at $753K in Q3 2024.
  • 3,387 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Altiora Financial Group's 13F filing for Q2 2026, filed 10 Aug 2026.