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Altrafin AG’s UnitedHealth UNH Stock Holding History

Altrafin AG’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 		$4.96M Sell
11,931
-4,758
-29% -$1.76M 1.94% 17
2026
Q1 		$4.52M Sell
16,689
-16,076
-49% -$4.79M 1.56% 20
2025
Q4 		$10.8M Buy
32,765
+16,260
+99% +$5.51M 3.43% 10
2025
Q3 		$5.7M Buy
16,505
+3,047
+23% +$922K 1.81% 19
2025
Q2 		$4.2M Sell
13,458
-13,954
-51% -$5.33M 1.42% 24
2025
Q1 		$14.4M Sell
27,412
-1,379
-5% -$705K 5.58% 5
2024
Q4 		$14.6M Buy
28,791
+3,956
+16% +$2.25M 5.05% 6
2024
Q3 		$14.5M Buy
24,835
+22,965
+1,228% +$13M 5.23% 6
2024
Q2 		$952K Buy
1,870
+35
+2% +$17.2K 0.35% 44
2024
Q1 		$908K Hold
1,835
– – 0.33% 46
2023
Q4 		$966K Sell
1,835
-240
-12% -$128K 0.37% 46
2023
Q3 		$1.05M Sell
2,075
-1,170
-36% -$576K 0.46% 45
2023
Q2 		$1.56M Buy
3,245
+60
+2% +$29.3K 0.7% 38
2023
Q1 		$1.51M Buy
3,185
+300
+10% +$145K 0.74% 34
2022
Q4 		$1.53M Buy
2,885
+60
+2% +$31.8K 0.9% 32
2022
Q3 		$1.43M Sell
2,825
-135
-5% -$71K 0.85% 35
2022
Q2 		$1.52M Sell
2,960
-180
-6% -$90.4K 0.82% 35
2022
Q1 		$1.6M Buy
3,140
+116
+4% +$55.9K 0.63% 38
2021
Q4 		$1.52M Buy
+3,024
New +$1.37M 0.55% 48

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

Altrafin AG's UNH Position: Q2 2026 in Review

Altrafin AG reduced its UnitedHealth (UNH) stake by 29% in Q2 2026, selling an estimated $1.76M and leaving 11,931 shares worth $4.96M. The position accounts for 1.94% of the portfolio, ranked #17.

Altrafin AG first reported a position in UNH in Q4 2021 and has held it in 19 quarters since. The position peaked at $14.6M in Q4 2024. 3,372 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • Altrafin AG held 11,931 shares of UnitedHealth worth $4.96M as of Q2 2026.
  • Altrafin AG sold 4,758 UnitedHealth shares in Q2 2026, an estimated $1.76M.
  • UnitedHealth made up 1.94% of Altrafin AG's portfolio in Q2 2026, its #17 holding.
  • Altrafin AG first reported a position in UnitedHealth in Q4 2021 and has held it in 19 quarters since.
  • Altrafin AG's UnitedHealth position peaked at $14.6M in Q4 2024.
  • 3,372 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Altrafin AG's 13F filing for Q2 2026, filed 15 Jul 2026.