UNH UNITEDHEALTH GRP ORD

Ownership history in AltraVue Capital, LLC  ·  29 quarters on record

AI Ownership Summary

AltraVue Capital, LLC reported UNITEDHEALTH GRP ORD (UNH) in 29 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 4.1% in 2025 Q1. The latest visible filing shows UNH at 2.13% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this UNH ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was AltraVue Capital, LLC's position in UNITEDHEALTH GRP ORD, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

UNH was reported at 2.13% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
4.1% in 2025 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How AltraVue Capital, LLC held UNH — position size vs. price
% of Fund (quarterly)    UNH price (quarter-end, indexed to 100)
📋 Quarterly Holdings History 9 quarters  
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED 78,460 +2,840 +3.8% 2.13% $25.9M 2026-02-14 (Est.) $290.93
2025 Q3 REDUCED 75,620 -2,370 -3.0% 2.17% $26.1M 2025-11-12 $334.20
2025 Q2 UNCHANGED 77,990 0% 2.14% $24.3M 2025-08-12 $256.20
2025 Q1 ADDED 77,990 +13,860 +21.6% 4.10% $40.8M 2025-05-13 $302.84
2024 Q4 UNCHANGED 64,130 0% 2.70% $32.4M 2025-02-12 $510.75
2024 Q3 UNCHANGED 64,130 0% 3.37% $37.5M 2024-11-12 $592.99
2024 Q2 UNCHANGED 64,130 0% 3.25% $32.7M 2024-08-12 $543.43
2024 Q1 ADDED 64,130 +3,240 +5.3% 3.44% $31.7M 2024-05-13 $489.87
2023 Q4 UNCHANGED 60,890 0% 3.70% $32.1M 2024-02-12 $493.57
20 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About AltraVue Capital, LLC and UNH

These are the practical questions this page is built to answer before you even open the full history table.

How long has AltraVue Capital, LLC reported owning UNH?

AltraVue Capital, LLC reported UNH across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported UNH position in AltraVue Capital, LLC's portfolio?

The largest reported portfolio weight for UNH was 4.10% in 2025 Q1.

What is the latest reported UNH position on this page?

The most recent filing on this page is 2025 Q4, when AltraVue Capital, LLC reported 78,460 shares, equal to 2.13% of portfolio, with an estimated market value of $25.9M.

What does the chart on this UNH ownership page compare?

The chart compares AltraVue Capital, LLC's quarterly UNH portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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