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 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 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

Altiora Financial Group's UNH Position: Q1 2026 in Review

Altiora Financial Group increased its UnitedHealth (UNH) stake by 1.1% in Q1 2026, buying an estimated $3.28K and bringing the position to 1,049 shares worth $284K. The position accounts for 0.05% of the portfolio, ranked #94.

Altiora Financial Group first reported a position in UNH in Q4 2023 and has held it in 10 quarters since. The position peaked at $753K in Q3 2024. 3,024 funds tracked by Wall St. Rank hold UNH as of Q1 2026.

Altiora Financial Group held 1,049 shares of UnitedHealth worth $284K as of Q1 2026.
Altiora Financial Group bought 11 UnitedHealth shares in Q1 2026, an estimated $3.28K.
UnitedHealth made up 0.05% of Altiora Financial Group's portfolio in Q1 2026, its #94 holding.
Altiora Financial Group first reported a position in UnitedHealth in Q4 2023 and has held it in 10 quarters since.
Altiora Financial Group's UnitedHealth position peaked at $753K in Q3 2024.
3,024 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.

Based on Altiora Financial Group's 13F filing for Q1 2026, filed 8 May 2026.