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Altman Advisors’s UnitedHealth UNH Stock Holding History

Altman Advisors’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
2025
Q2 		– Sell
-3,232
Closed -$1.33M – 101
2025
Q1 		$1.33M Buy
3,232
+129
+4% +$65.9K 0.61% 78
2024
Q4 		$1.57M Buy
3,103
+47
+2% +$26.7K 0.67% 66
2024
Q3 		$1.79M Buy
+3,056
New +$1.73M 0.8% 59
2024
Q2 		– Sell
-3,001
Closed -$1.47M – 95
2024
Q1 		$1.47M Buy
3,001
+129
+4% +$65.6K 0.72% 70
2023
Q4 		$1.51M Buy
2,872
+15
+0.5% +$8K 0.79% 54
2023
Q3 		$1.44M Buy
+2,857
New +$1.41M 0.9% 41
2023
Q1 		$607K Sell
2,607
-3,547
-58% -$1.71M 0.56% 58
2022
Q4 		$3.04M Sell
6,154
-248
-4% -$131K 1.87% 11
2022
Q3 		$3.23M Sell
6,402
-833
-12% -$438K 2.04% 9
2022
Q2 		$3.87M Sell
7,235
-18
-0.2% -$9.04K 2.21% 8
2022
Q1 		$3.7M Sell
7,253
-60
-0.8% -$28.9K 1.91% 14
2021
Q4 		$3.37M Sell
7,313
-88
-1% -$39.8K 2.06% 10
2021
Q3 		$3.41M Buy
7,401
+7
+0.1% +$2.9K 1.89% 12
2021
Q2 		$3.04M Buy
7,394
+393
+6% +$157K 1.72% 15
2021
Q1 		$2.6M Sell
7,001
-496
-7% -$172K 1.68% 18
2020
Q4 		$2.63M Sell
7,497
-245
-3% -$82.1K 1.65% 20
2020
Q3 		$2.41M Buy
7,742
+123
+2% +$37.8K 1.71% 22
2020
Q2 		$2.25M Sell
7,619
-128
-2% -$36.7K 1.91% 22
2020
Q1 		$1.93M Sell
7,747
-368
-5% -$101K 1.79% 22
2019
Q4 		$2.39M Sell
8,115
-177
-2% -$46.3K 1.91% 23
2019
Q3 		$1.8M Buy
8,292
+48
+0.6% +$11.6K 1.53% 38
2019
Q2 		$2.01M Buy
+8,244
New +$1.98M 1.69% 31
2018
Q3 		– Sell
-18,639
Closed -$2.33K – 92
2018
Q2 		$2.33K Buy
+18,639
New +$4.48M 2.14% 14

Other funds holding UNH

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Altman Advisors's UNH Position: Q2 2025 in Review

Altman Advisors sold out of UnitedHealth (UNH) in Q2 2025, closing a stake of 3,232 shares — an estimated $1.33M sold.

Altman Advisors first reported a position in UNH in Q2 2018 and held it in 23 quarters. The position peaked at $3.87M in Q2 2022. 3,177 funds tracked by Wall St. Rank hold UNH as of Q2 2025.

  • Altman Advisors reported no remaining UnitedHealth position as of Q2 2025 after selling out during the quarter.
  • Altman Advisors sold 3,232 UnitedHealth shares in Q2 2025, an estimated $1.33M.
  • Altman Advisors first reported a position in UnitedHealth in Q2 2018 and held it in 23 quarters.
  • Altman Advisors's UnitedHealth position peaked at $3.87M in Q2 2022.
  • 3,177 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2025.

Based on Altman Advisors's 13F filing for Q2 2025, filed 7 Aug 2025.