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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
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
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return