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L.J. Altfest & Co’s UnitedHealth UNH Stock Holding History

L.J. Altfest & Co’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 		$3.24M Buy
7,788
+6,663
+592% +$2.47M 0.31% 55
2026
Q1 		$305K Sell
1,125
-596
-35% -$177K 0.03% 269
2025
Q4 		$568K Sell
1,721
-4,492
-72% -$1.52M 0.06% 202
2025
Q3 		$2.15M Buy
6,213
+2,122
+52% +$642K 0.24% 72
2025
Q2 		$1.28M Buy
4,091
+1,688
+70% +$645K 0.15% 108
2025
Q1 		$1.26M Sell
2,403
-530
-18% -$271K 0.16% 106
2024
Q4 		$1.48M Sell
2,933
-47
-2% -$26.7K 0.19% 86
2024
Q3 		$1.74M Sell
2,980
-1,282
-30% -$725K 0.23% 78
2024
Q2 		$2.17M Sell
4,262
-449
-10% -$220K 0.3% 56
2024
Q1 		$2.33M Buy
4,711
+478
+11% +$243K 0.33% 54
2023
Q4 		$2.23M Buy
4,233
+335
+9% +$179K 0.32% 61
2023
Q3 		$1.97M Buy
3,898
+187
+5% +$92K 0.31% 52
2023
Q2 		$1.78M Buy
3,711
+224
+6% +$110K 0.27% 59
2023
Q1 		$1.65M Buy
3,487
+1,627
+87% +$785K 0.26% 58
2022
Q4 		$986K Sell
1,860
-82
-4% -$43.4K 0.16% 100
2022
Q3 		$981K Buy
1,942
+44
+2% +$23.1K 0.18% 87
2022
Q2 		$975K Sell
1,898
-39
-2% -$19.6K 0.18% 95
2022
Q1 		$988K Buy
1,937
+185
+11% +$89.2K 0.18% 92
2021
Q4 		$880K Sell
1,752
-554
-24% -$251K 0.17% 103
2021
Q3 		$901K Sell
2,306
-456
-17% -$189K 0.19% 91
2021
Q2 		$1.11M Sell
2,762
-915
-25% -$365K 0.24% 76
2021
Q1 		$1.37M Buy
3,677
+862
+31% +$299K 0.32% 59
2020
Q4 		$987K Buy
2,815
+20
+0.7% +$6.7K 0.24% 76
2020
Q3 		$871K Sell
2,795
-761
-21% -$234K 0.23% 78
2020
Q2 		$1.05M Sell
3,556
-58
-2% -$16.6K 0.3% 56
2020
Q1 		$901K Sell
3,614
-814
-18% -$224K 0.28% 62
2019
Q4 		$1.3M Sell
4,428
-1,742
-28% -$456K 0.33% 50
2019
Q3 		$1.34M Buy
6,170
+887
+17% +$214K 0.35% 46
2019
Q2 		$1.29M Buy
5,283
+2,783
+111% +$669K 0.34% 47
2019
Q1 		$618K Sell
2,500
-109
-4% -$27.8K 0.15% 90
2018
Q4 		$650K Buy
2,609
+9
+0.3% +$2.38K 0.18% 76
2018
Q3 		$692K Buy
2,600
+8
+0.3% +$2.08K 0.2% 87
2018
Q2 		$636K Buy
2,592
+10
+0.4% +$2.4K 0.24% 88
2018
Q1 		$553K Buy
2,582
+8
+0.3% +$1.83K 0.24% 95
2017
Q4 		$567K Sell
2,574
-399
-13% -$84.6K 0.22% 102
2017
Q3 		$582K Buy
2,973
+10
+0.3% +$1.93K 0.28% 93
2017
Q2 		$549K Buy
2,963
+10
+0.3% +$1.75K 0.33% 89
2017
Q1 		$484K Sell
2,953
-85
-3% -$13.9K 0.19% 88
2016
Q4 		$486K Buy
3,038
+55
+2% +$8.22K 0.24% 83
2016
Q3 		$418K Buy
2,983
+51
+2% +$7.14K 0.28% 83
2016
Q2 		$414K Sell
2,932
-68
-2% -$9.07K 0.29% 85
2016
Q1 		$387K Buy
3,000
+10
+0.3% +$1.18K 0.4% 59
2015
Q4 		$352K Buy
2,990
+11
+0.4% +$1.29K 0.34% 65
2015
Q3 		$346K Sell
2,979
-82
-3% -$9.81K 0.34% 69
2015
Q2 		$373K Buy
3,061
+67
+2% +$7.92K 0.34% 67
2015
Q1 		$354K Sell
2,994
-42
-1% -$4.66K 0.33% 66
2014
Q4 		$307K Buy
+3,036
New +$288K 0.25% 83

Other funds holding UNH

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
PAM
PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

L.J. Altfest & Co's UNH Position: Q2 2026 in Review

L.J. Altfest & Co increased its UnitedHealth (UNH) stake by 592% in Q2 2026, buying an estimated $2.47M and bringing the position to 7,788 shares worth $3.24M. The position accounts for 0.31% of the portfolio, ranked #55.

L.J. Altfest & Co first reported a position in UNH in Q4 2014 and has held it in 47 quarters since. 1,542 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • L.J. Altfest & Co held 7,788 shares of UnitedHealth worth $3.24M as of Q2 2026.
  • L.J. Altfest & Co bought 6,663 UnitedHealth shares in Q2 2026, an estimated $2.47M.
  • UnitedHealth made up 0.31% of L.J. Altfest & Co's portfolio in Q2 2026, its #55 holding.
  • L.J. Altfest & Co first reported a position in UnitedHealth in Q4 2014 and has held it in 47 quarters since.
  • 1,542 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on L.J. Altfest & Co's 13F filing for Q2 2026, filed 30 Jul 2026.