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 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 $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

Altshuler Shaham's UNH Position: Q1 2026 in Review

Altshuler Shaham reduced its UnitedHealth (UNH) stake by 99% in Q1 2026, selling an estimated $29.5K and leaving 1 share worth $271. The position accounts for ﹤0.01% of the portfolio, ranked #420.

Altshuler Shaham first reported a position in UNH in Q4 2019 and has held it in 8 quarters since. The position peaked at $6.02M in Q2 2025. 3,024 funds tracked by Wall St. Rank hold UNH as of Q1 2026.

Altshuler Shaham held 1 share of UnitedHealth worth $271 as of Q1 2026.
Altshuler Shaham sold 99 UnitedHealth shares in Q1 2026, an estimated $29.5K.
UnitedHealth made up ﹤0.01% of Altshuler Shaham's portfolio in Q1 2026, its #420 holding.
Altshuler Shaham first reported a position in UnitedHealth in Q4 2019 and has held it in 8 quarters since.
Altshuler Shaham's UnitedHealth position peaked at $6.02M in Q2 2025.
3,024 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.

Based on Altshuler Shaham's 13F filing for Q1 2026, filed 18 May 2026.