TB Alternative Assets’s UnitedHealth UNH Stock Holding History

TB Alternative Assets’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	$6.51M	Sell	15,675 -31,509	-67%	-$11.7M	1.05%	18
2026 Q1	$12.8M	Buy	+47,184	New	+$14.1M	2.65%	14
2025 Q4	–	Sell	-8,163	Closed	-$2.82M	–	63
2025 Q3	$2.82M	Sell	8,163 -8,696	-52%	-$2.63M	0.42%	32
2025 Q2	$5.26M	Buy	+16,859	New	+$6.44M	0.97%	18

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

TB Alternative Assets's UNH Position: Q2 2026 in Review

TB Alternative Assets reduced its UnitedHealth (UNH) stake by 67% in Q2 2026, selling an estimated $11.7M and leaving 15,675 shares worth $6.51M. The position accounts for 1.05% of the portfolio, ranked #18.

TB Alternative Assets first reported a position in UNH in Q2 2025 and has held it in 4 quarters since. The position peaked at $12.8M in Q1 2026. 3,373 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

TB Alternative Assets held 15,675 shares of UnitedHealth worth $6.51M as of Q2 2026.
TB Alternative Assets sold 31,509 UnitedHealth shares in Q2 2026, an estimated $11.7M.
UnitedHealth made up 1.05% of TB Alternative Assets's portfolio in Q2 2026, its #18 holding.
TB Alternative Assets first reported a position in UnitedHealth in Q2 2025 and has held it in 4 quarters since.
TB Alternative Assets's UnitedHealth position peaked at $12.8M in Q1 2026.
3,373 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on TB Alternative Assets's 13F filing for Q2 2026, filed 17 Jul 2026.