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Tacita Capital’s UnitedHealth UNH Stock Holding History

Tacita Capital’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 		$15.8K Hold
38
– – 0.01% 197
2026
Q1 		$10.3K Sell
38
-4
-10% -$1.19K 0.01% 219
2025
Q4 		$13.9K Hold
42
– – 0.01% 193
2025
Q3 		$14.5K Hold
42
– – 0.01% 189
2025
Q2 		$13.1K Sell
42
-70
-63% -$26.8K 0.01% 188
2025
Q1 		$58.7K Hold
112
– – 0.04% 117
2024
Q4 		$56.7K Buy
112
+70
+167% +$39.8K 0.04% 119
2024
Q3 		$24.6K Hold
42
– – 0.02% 163
2024
Q2 		$21.4K Hold
42
– – 0.02% 175
2024
Q1 		$20.8K Sell
42
-16
-28% -$8.13K 0.01% 175
2023
Q4 		$30.5K Buy
+58
New +$30.9K 0.02% 165
2022
Q4 		– Sell
-112
Closed -$57K – 201
2022
Q3 		$57K Sell
112
-28
-20% -$14.7K 0.04% 108
2022
Q2 		$72K Sell
140
-5
-3% -$2.51K 0.05% 112
2022
Q1 		$74K Hold
145
– – 0.04% 119
2021
Q4 		$73K Hold
145
– – 0.04% 114
2021
Q3 		$57K Sell
145
-30
-17% -$12.4K 0.03% 126
2021
Q2 		$70K Buy
+175
New +$69.8K 0.04% 116

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

Tacita Capital's UNH Position: Q2 2026 in Review

Tacita Capital held its UnitedHealth (UNH) position steady in Q2 2026 at 38 shares worth $15.8K. The position accounts for 0.01% of the portfolio, ranked #197.

Tacita Capital first reported a position in UNH in Q2 2021 and has held it in 17 quarters since. The position peaked at $74K in Q1 2022. 3,378 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • Tacita Capital held 38 shares of UnitedHealth worth $15.8K as of Q2 2026.
  • Tacita Capital left its UnitedHealth share count unchanged in Q2 2026.
  • UnitedHealth made up 0.01% of Tacita Capital's portfolio in Q2 2026, its #197 holding.
  • Tacita Capital first reported a position in UnitedHealth in Q2 2021 and has held it in 17 quarters since.
  • Tacita Capital's UnitedHealth position peaked at $74K in Q1 2022.
  • 3,378 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Tacita Capital's 13F filing for Q2 2026, filed 10 Aug 2026.