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TCI Wealth Advisors’s UnitedHealth UNH Stock Holding History

TCI Wealth 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
2025
Q3 		– Sell
-100
Closed -$31.2K – 274
2025
Q2 		$31.2K Buy
+100
New +$38.2K ﹤0.01% 253

Other funds holding UNH

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
PAM
PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

TCI Wealth Advisors's UNH Position: Q2 2026 in Review

TCI Wealth Advisors opened a new position in UnitedHealth (UNH) in Q2 2026: 532 shares worth $221K. The stake represents 0.01% of the portfolio and ranks #248 among its holdings. This is a return to the name: TCI Wealth Advisors previously reported a position in UNH as recently as Q2 2025.

TCI Wealth Advisors first reported a position in UNH in Q2 2013 and has held it in 50 quarters since. The position peaked at $1.02M in Q3 2024. 1,542 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • TCI Wealth Advisors held 532 shares of UnitedHealth worth $221K as of Q2 2026.
  • UnitedHealth was a new TCI Wealth Advisors position in Q2 2026.
  • UnitedHealth made up 0.01% of TCI Wealth Advisors's portfolio in Q2 2026, its #248 holding.
  • TCI Wealth Advisors first reported a position in UnitedHealth in Q2 2013 and has held it in 50 quarters since.
  • TCI Wealth Advisors's UnitedHealth position peaked at $1.02M in Q3 2024.
  • 1,542 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on TCI Wealth Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.