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TBH Global Asset Management’s UnitedHealth UNH Stock Holding History

TBH Global Asset Management’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 		$374K Sell
900
-83
-8% -$30.8K 0.07% 211
2026
Q1 		$266K Sell
983
-330
-25% -$98.3K 0.05% 234
2025
Q4 		$433K Buy
1,313
+430
+49% +$146K 0.07% 176
2025
Q3 		$305K Buy
+883
New +$267K 0.06% 219
2025
Q2 		– Sell
-1,174
Closed -$615K – 179
2025
Q1 		$615K Buy
1,174
+18
+2% +$9.2K 0.12% 107
2024
Q4 		$585K Sell
1,156
-151
-12% -$85.8K 0.14% 134
2024
Q3 		$764K Sell
1,307
-15
-1% -$8.48K 0.17% 119
2024
Q2 		$673K Sell
1,322
-279
-17% -$137K 0.15% 123
2024
Q1 		$792K Buy
1,601
+13
+0.8% +$6.61K 0.16% 103
2023
Q4 		$836K Sell
1,588
-771
-33% -$411K 0.17% 93
2023
Q3 		$1.19M Buy
2,359
+52
+2% +$25.6K 0.23% 77
2023
Q2 		$1.11M Buy
2,307
+691
+43% +$338K 0.22% 82
2023
Q1 		$764K Buy
+1,616
New +$780K 0.16% 97

Other funds holding UNH

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

TBH Global Asset Management's UNH Position: Q2 2026 in Review

TBH Global Asset Management reduced its UnitedHealth (UNH) stake by 8.4% in Q2 2026, selling an estimated $30.8K and leaving 900 shares worth $374K. The position accounts for 0.07% of the portfolio, ranked #211.

TBH Global Asset Management first reported a position in UNH in Q1 2023 and has held it in 13 quarters since. The position peaked at $1.19M in Q3 2023. 3,378 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • TBH Global Asset Management held 900 shares of UnitedHealth worth $374K as of Q2 2026.
  • TBH Global Asset Management sold 83 UnitedHealth shares in Q2 2026, an estimated $30.8K.
  • UnitedHealth made up 0.07% of TBH Global Asset Management's portfolio in Q2 2026, its #211 holding.
  • TBH Global Asset Management first reported a position in UnitedHealth in Q1 2023 and has held it in 13 quarters since.
  • TBH Global Asset Management's UnitedHealth position peaked at $1.19M in Q3 2023.
  • 3,378 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on TBH Global Asset Management's 13F filing for Q2 2026, filed 5 Aug 2026.