Tandem Investment Advisors’s UnitedHealth UNH Stock Holding History

Tandem Investment 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	–	Sell	-867	Closed	-$235K	–	84
2026 Q1	$235K	Sell	867 -474	-35%	-$141K	0.01%	76
2025 Q4	$443K	Buy	1,341 +459	+52%	+$156K	0.02%	55
2025 Q3	$305K	Buy	+882	New	+$267K	0.01%	64
2025 Q2	–	Sell	-559	Closed	-$293K	–	72
2025 Q1	$293K	Sell	559 -963	-63%	-$492K	0.01%	63
2024 Q4	$770K	Buy	1,522 +1	+0.1%	+$568	0.03%	49
2024 Q3	$889K	Buy	1,521 +21	+1%	+$11.9K	0.03%	48
2024 Q2	$764K	Sell	1,500 -31	-2%	-$15.2K	0.03%	49
2024 Q1	$757K	Sell	1,531 -36	-2%	-$18.3K	0.03%	51
2023 Q4	$825K	Sell	1,567 -33	-2%	-$17.6K	0.03%	52
2023 Q3	$807K	Sell	1,600 -235	-13%	-$116K	0.03%	56
2023 Q2	$882K	Sell	1,835 -104	-5%	-$50.9K	0.04%	53
2023 Q1	$916K	Buy	1,939 +404	+26%	+$195K	0.04%	54
2022 Q4	$814K	Buy	1,535 +279	+22%	+$148K	0.04%	56
2022 Q3	$634K	Buy	+1,256	New	+$660K	0.04%	59
2019 Q2	–	Sell	-859	Closed	-$212K	–	70
2019 Q1	$212K	Sell	859 -306	-26%	-$78K	0.05%	68
2018 Q4	$290K	Buy	1,165 +269	+30%	+$71.1K	0.08%	56
2018 Q3	$238K	Buy	+896	New	+$233K	0.07%	57

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

Tandem Investment Advisors's UNH Position: Q2 2026 in Review

Tandem Investment Advisors sold out of UnitedHealth (UNH) in Q2 2026, closing a stake of 867 shares — an estimated $235K sold.

Tandem Investment Advisors first reported a position in UNH in Q3 2018 and held it in 17 quarters. The position peaked at $916K in Q1 2023. 3,386 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

Tandem Investment Advisors reported no remaining UnitedHealth position as of Q2 2026 after selling out during the quarter.
Tandem Investment Advisors sold 867 UnitedHealth shares in Q2 2026, an estimated $235K.
Tandem Investment Advisors first reported a position in UnitedHealth in Q3 2018 and held it in 17 quarters.
Tandem Investment Advisors's UnitedHealth position peaked at $916K in Q1 2023.
3,386 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Tandem Investment Advisors's 13F filing for Q2 2026, filed 31 Jul 2026.