TAGStone Capital
UNH icon

TAGStone Capital’s UnitedHealth UNH Stock Holding History

TAGStone 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
Q3 		$327K Sell
891
-15
-2% -$6.04K 0.1% 112
2026
Q2 		$377K Buy
906
+21
+2% +$7.78K 0.12% 108
2026
Q1 		$239K Buy
+885
New +$264K 0.08% 128

Other funds holding UNH

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $103B AUM 36.66% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

TAGStone Capital's UNH Position: Q3 2026 in Review

TAGStone Capital reduced its UnitedHealth (UNH) stake by 1.7% in Q3 2026, selling an estimated $6.04K and leaving 891 shares worth $327K. The position accounts for 0.1% of the portfolio, ranked #112.

TAGStone Capital first reported a position in UNH in Q1 2026 and has held it in 3 quarters since. The position peaked at $377K in Q2 2026. 2,218 funds tracked by Wall St. Rank hold UNH as of Q3 2026.

  • TAGStone Capital held 891 shares of UnitedHealth worth $327K as of Q3 2026.
  • TAGStone Capital sold 15 UnitedHealth shares in Q3 2026, an estimated $6.04K.
  • UnitedHealth made up 0.1% of TAGStone Capital's portfolio in Q3 2026, its #112 holding.
  • TAGStone Capital first reported a position in UnitedHealth in Q1 2026 and has held it in 3 quarters since.
  • TAGStone Capital's UnitedHealth position peaked at $377K in Q2 2026.
  • 2,218 funds tracked by Wall St. Rank held UnitedHealth as of Q3 2026.

Based on TAGStone Capital's 13F filing for Q3 2026, filed 9 Nov 2026.