AWG
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
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% +$4.53K 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

BlackRock
BlackRock New York $5.7T 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 $1.47T 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