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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
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 $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