TA
UNH icon

Tactive Advisors’s UnitedHealth UNH Stock Holding History

Tactive Advisors’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 		$222K Buy
+535
New +$198K 0.05% 247
2025
Q4 		– Sell
-815
Closed -$281K – 281
2025
Q3 		$281K Buy
+815
New +$246K 0.08% 206
2024
Q1 		$307K Sell
621
-27
-4% -$13.7K 0.16% 97
2023
Q4 		$341K Buy
+648
New +$346K 0.22% 63

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

Tactive Advisors's UNH Position: Q2 2026 in Review

Tactive Advisors opened a new position in UnitedHealth (UNH) in Q2 2026: 535 shares worth $222K. The stake represents 0.05% of the portfolio and ranks #247 among its holdings. This is a return to the name: Tactive Advisors previously reported a position in UNH as recently as Q3 2025.

Tactive Advisors first reported a position in UNH in Q4 2023 and has held it in 4 quarters since. The position peaked at $341K in Q4 2023. 3,373 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • Tactive Advisors held 535 shares of UnitedHealth worth $222K as of Q2 2026.
  • UnitedHealth was a new Tactive Advisors position in Q2 2026.
  • UnitedHealth made up 0.05% of Tactive Advisors's portfolio in Q2 2026, its #247 holding.
  • Tactive Advisors first reported a position in UnitedHealth in Q4 2023 and has held it in 4 quarters since.
  • Tactive Advisors's UnitedHealth position peaked at $341K in Q4 2023.
  • 3,373 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Tactive Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.