Altus Wealth Group
UNH icon

Altus Wealth Group’s UnitedHealth UNH Stock Holding History

Altus Wealth Group’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
Q3 		$813K Sell
2,215
-10
-0.4% -$4.03K 0.31% 55
2026
Q2 		$925K Buy
2,225
+148
+7% +$54.9K 0.33% 56
2026
Q1 		$562K Buy
2,077
+8
+0.4% +$2.38K 0.23% 80
2025
Q4 		$683K Buy
+2,069
New +$701K 0.27% 68
2025
Q2 		– Sell
-855
Closed -$448K – 143
2025
Q1 		$448K Sell
855
-16
-2% -$8.18K 0.21% 87
2024
Q4 		$441K Sell
871
-37
-4% -$21K 0.19% 97
2024
Q3 		$531K Buy
908
+8
+0.9% +$4.52K 0.23% 83
2024
Q2 		$458K Sell
900
-35
-4% -$17.2K 0.23% 89
2024
Q1 		$463K Sell
935
-48
-5% -$24.4K 0.23% 87
2023
Q4 		$518K Sell
983
-21
-2% -$11.2K 0.29% 82
2023
Q3 		$506K Sell
1,004
-53
-5% -$26.1K 0.32% 74
2023
Q2 		$508K Sell
1,057
-135
-11% -$66K 0.31% 79
2023
Q1 		$563K Sell
1,192
-23
-2% -$11.1K 0.38% 67
2022
Q4 		$644K Buy
1,215
+472
+64% +$250K 0.49% 56
2022
Q3 		$290K Hold
743
– – 0.29% 84
2022
Q2 		$290K Sell
743
-11
-1% -$5.52K 0.29% 84
2022
Q1 		$385K Buy
754
+11
+1% +$5.3K 0.32% 69
2021
Q4 		$373K Hold
743
– – 0.31% 77
2021
Q3 		$290K Hold
743
– – 0.29% 84
2021
Q2 		$298K Sell
743
-6
-0.8% -$2.39K 0.29% 80
2021
Q1 		$308K Buy
749
+258
+53% +$89.4K 0.31% 76
2020
Q4 		$173K Buy
+491
New +$165K 0.17% 104

Other funds holding UNH

Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
PineStone Asset Management
PineStone Asset Management Montreal, Quebec, Canada $15.4B AUM 14.92% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Sumitomo Mitsui DS Asset Management
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.8B AUM 30.39% 1-Year Est. Return
Cardano Risk Management
Cardano Risk Management Rotterdam, Netherlands $18.2B AUM 38.97% 1-Year Est. Return

Altus Wealth Group's UNH Position: Q3 2026 in Review

Altus Wealth Group reduced its UnitedHealth (UNH) stake by 0.45% in Q3 2026, selling an estimated $4.03K and leaving 2,215 shares worth $813K. The position accounts for 0.31% of the portfolio, ranked #55.

Altus Wealth Group first reported a position in UNH in Q4 2020 and has held it in 22 quarters since. The position peaked at $925K in Q2 2026. 993 funds tracked by Wall St. Rank hold UNH as of Q3 2026.

  • Altus Wealth Group held 2,215 shares of UnitedHealth worth $813K as of Q3 2026.
  • Altus Wealth Group sold 10 UnitedHealth shares in Q3 2026, an estimated $4.03K.
  • UnitedHealth made up 0.31% of Altus Wealth Group's portfolio in Q3 2026, its #55 holding.
  • Altus Wealth Group first reported a position in UnitedHealth in Q4 2020 and has held it in 22 quarters since.
  • Altus Wealth Group's UnitedHealth position peaked at $925K in Q2 2026.
  • 993 funds tracked by Wall St. Rank held UnitedHealth as of Q3 2026.

Based on Altus Wealth Group's 13F filing for Q3 2026, filed 20 Oct 2026.