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 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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

TAGStone Capital's UNH Position: Q2 2026 in Review

TAGStone Capital increased its UnitedHealth (UNH) stake by 2.4% in Q2 2026, buying an estimated $7.78K and bringing the position to 906 shares worth $377K. The position accounts for 0.12% of the portfolio, ranked #108.

TAGStone Capital first reported a position in UNH in Q1 2026 and has held it in 2 quarters since. 3,378 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

TAGStone Capital held 906 shares of UnitedHealth worth $377K as of Q2 2026.
TAGStone Capital bought 21 UnitedHealth shares in Q2 2026, an estimated $7.78K.
UnitedHealth made up 0.12% of TAGStone Capital's portfolio in Q2 2026, its #108 holding.
TAGStone Capital first reported a position in UnitedHealth in Q1 2026 and has held it in 2 quarters since.
3,378 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on TAGStone Capital's 13F filing for Q2 2026, filed 11 Aug 2026.