AC
UNH icon

AltraVue Capital’s UnitedHealth UNH Stock Holding History

AltraVue Capital’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 		$38.3M Buy
141,720
+63,260
+81% +$18.8M 3.3% 12
2025
Q4 		$25.9M Buy
78,460
+2,840
+4% +$962K 2.13% 18
2025
Q3 		$26.1M Sell
75,620
-2,370
-3% -$717K 2.17% 19
2025
Q2 		$24.3M Hold
77,990
– – 2.14% 17
2025
Q1 		$40.8M Buy
77,990
+13,860
+22% +$7.09M 4.1% 10
2024
Q4 		$32.4M Hold
64,130
– – 2.7% 17
2024
Q3 		$37.5M Hold
64,130
– – 3.37% 14
2024
Q2 		$32.7M Hold
64,130
– – 3.25% 15
2024
Q1 		$31.7M Buy
64,130
+3,240
+5% +$1.65M 3.44% 12
2023
Q4 		$32.1M Hold
60,890
– – 3.7% 14
2023
Q3 		$30.7M Hold
60,890
– – 3.66% 13
2023
Q2 		$29.3M Hold
60,890
– – 3.44% 15
2023
Q1 		$28.8M Sell
60,890
-2,710
-4% -$1.31M 3.46% 13
2022
Q4 		$33.7M Hold
63,600
– – 4.72% 8
2022
Q3 		$32.1M Sell
63,600
-2,360
-4% -$1.24M 4.8% 5
2022
Q2 		$33.9M Hold
65,960
– – 4.98% 5
2022
Q1 		$33.6M Hold
65,960
– – 4.57% 6
2021
Q4 		$33.1M Buy
65,960
+13,070
+25% +$5.92M 4.38% 5
2021
Q3 		$20.7M Buy
52,890
+18,200
+52% +$7.54M 3.05% 13
2021
Q2 		$13.9M Buy
34,690
+8,360
+32% +$3.33M 2.46% 20
2021
Q1 		$9.8M Buy
26,330
+1,300
+5% +$450K 2.17% 25
2020
Q4 		$8.78M Hold
25,030
– – 2.62% 18
2020
Q3 		$7.8M Hold
25,030
– – 3.65% 9
2020
Q2 		$7.38M Hold
25,030
– – 5.53% 7
2020
Q1 		$6.24M Hold
25,030
– – 5.16% 8
2019
Q4 		$7.36M Hold
25,030
– – 3.66% 10
2019
Q3 		$5.44M Buy
25,030
+2,670
+12% +$644K 2.99% 18
2019
Q2 		$5.46M Buy
22,360
+1,510
+7% +$363K 3.02% 17
2019
Q1 		$5.16M Buy
20,850
+6,050
+41% +$1.54M 2.91% 19
2018
Q4 		$3.69M Buy
+14,800
New +$3.91M 2.32% 20

Other funds holding UNH

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

AltraVue Capital's UNH Position: Q1 2026 in Review

AltraVue Capital increased its UnitedHealth (UNH) stake by 81% in Q1 2026, buying an estimated $18.8M and bringing the position to 141,720 shares worth $38.3M. The position accounts for 3.3% of the portfolio, ranked #12.

AltraVue Capital first reported a position in UNH in Q4 2018 and has held it in 30 quarters since. The position peaked at $40.8M in Q1 2025. 3,024 funds tracked by Wall St. Rank hold UNH as of Q1 2026.

  • AltraVue Capital held 141,720 shares of UnitedHealth worth $38.3M as of Q1 2026.
  • AltraVue Capital bought 63,260 UnitedHealth shares in Q1 2026, an estimated $18.8M.
  • UnitedHealth made up 3.3% of AltraVue Capital's portfolio in Q1 2026, its #12 holding.
  • AltraVue Capital first reported a position in UnitedHealth in Q4 2018 and has held it in 30 quarters since.
  • AltraVue Capital's UnitedHealth position peaked at $40.8M in Q1 2025.
  • 3,024 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.

Based on AltraVue Capital's 13F filing for Q1 2026, filed 13 May 2026.