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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
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% +$4.53K 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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Altus Wealth Group's UNH Position: Q2 2026 in Review

Altus Wealth Group increased its UnitedHealth (UNH) stake by 7.1% in Q2 2026, buying an estimated $54.9K and bringing the position to 2,225 shares worth $925K. The position accounts for 0.33% of the portfolio, ranked #56.

Altus Wealth Group first reported a position in UNH in Q4 2020 and has held it in 21 quarters since. 3,378 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • Altus Wealth Group held 2,225 shares of UnitedHealth worth $925K as of Q2 2026.
  • Altus Wealth Group bought 148 UnitedHealth shares in Q2 2026, an estimated $54.9K.
  • UnitedHealth made up 0.33% of Altus Wealth Group's portfolio in Q2 2026, its #56 holding.
  • Altus Wealth Group first reported a position in UnitedHealth in Q4 2020 and has held it in 21 quarters since.
  • 3,378 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Altus Wealth Group's 13F filing for Q2 2026, filed 17 Jul 2026.