Altshuler Shaham’s UnitedHealth UNH Stock Holding History

Altshuler Shaham’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	$21.2K	Buy	51 +50	+5,000%	+$18.5K	﹤0.01%	287
2026 Q1	$271	Sell	1 -99	-99%	-$29.5K	﹤0.01%	420
2025 Q4	$33K	Buy	+100	New	+$33.9K	﹤0.01%	182
2025 Q3	–	Sell	-19,300	Closed	-$6.02M	–	408
2025 Q2	$6.02M	Buy	+19,300	New	+$7.38M	0.19%	31
2022 Q4	–	Sell	-8	Closed	-$4K	–	602
2022 Q3	$4K	Sell	8 -2	-20%	-$1.05K	﹤0.01%	442
2022 Q2	$5K	Sell	10 -316	-97%	-$159K	﹤0.01%	422
2022 Q1	$166K	Buy	326 +310	+1,938%	+$150K	﹤0.01%	233
2021 Q4	$8K	Buy	+16	New	+$7.24K	﹤0.01%	512
2020 Q1	–	Sell	-50	Closed	-$15K	–	615
2019 Q4	$15K	Buy	+50	New	+$13.1K	﹤0.01%	290

Other funds holding UNH

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Altshuler Shaham's UNH Position: Q2 2026 in Review

Altshuler Shaham increased its UnitedHealth (UNH) stake by 5,000% in Q2 2026, buying an estimated $18.5K and bringing the position to 51 shares worth $21.2K. The position accounts for ﹤0.01% of the portfolio, ranked #287.

Altshuler Shaham first reported a position in UNH in Q4 2019 and has held it in 9 quarters since. The position peaked at $6.02M in Q2 2025. 3,394 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

Altshuler Shaham held 51 shares of UnitedHealth worth $21.2K as of Q2 2026.
Altshuler Shaham bought 50 UnitedHealth shares in Q2 2026, an estimated $18.5K.
UnitedHealth made up ﹤0.01% of Altshuler Shaham's portfolio in Q2 2026, its #287 holding.
Altshuler Shaham first reported a position in UnitedHealth in Q4 2019 and has held it in 9 quarters since.
Altshuler Shaham's UnitedHealth position peaked at $6.02M in Q2 2025.
3,394 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Altshuler Shaham's 13F filing for Q2 2026, filed 12 Aug 2026.