WAU
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Wellington-Altus USA’s UnitedHealth UNH Stock Holding History

Wellington-Altus USA’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 		$18.1K Buy
67
+33
+97% +$12.2K 0.01% 514
2026
Q1 		$14.1K Sell
34
-33
-49% -$9.83K 0.01% 576
2025
Q4 		$22.1K Buy
+67
New +$22.7K 0.02% 465

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

Wellington-Altus USA's UNH Position: Q2 2026 in Review

Wellington-Altus USA increased its UnitedHealth (UNH) stake by 97% in Q2 2026, buying an estimated $12.2K and bringing the position to 67 shares worth $18.1K. The position accounts for 0.01% of the portfolio, ranked #514.

Wellington-Altus USA first reported a position in UNH in Q4 2025 and has held it in 3 quarters since. The position peaked at $22.1K in Q4 2025. 3,389 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • Wellington-Altus USA held 67 shares of UnitedHealth worth $18.1K as of Q2 2026.
  • Wellington-Altus USA bought 33 UnitedHealth shares in Q2 2026, an estimated $12.2K.
  • UnitedHealth made up 0.01% of Wellington-Altus USA's portfolio in Q2 2026, its #514 holding.
  • Wellington-Altus USA first reported a position in UnitedHealth in Q4 2025 and has held it in 3 quarters since.
  • Wellington-Altus USA's UnitedHealth position peaked at $22.1K in Q4 2025.
  • 3,389 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Wellington-Altus USA's 13F filing for Q2 2026, filed 17 Sep 2026.