TCM Advisors’s UnitedHealth UNH Stock Holding History

TCM 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 Q2	–	Hold	0	–	–	–	19
2026 Q1	–	Hold	0	–	–	–	38
2025 Q4	–	Hold	0	–	–	–	43
2025 Q3	–	Hold	0	–	–	–	34
2025 Q2	–	Hold	0	–	–	–	53
2025 Q1	–	Hold	0	–	–	–	40
2024 Q4	–	Hold	0	–	–	–	52
2024 Q3	–	Hold	0	–	–	–	55
2024 Q2	–	Hold	0	–	–	–	49
2024 Q1	–	Hold	0	–	–	–	56
2023 Q4	–	Hold	0	–	–	–	57
2023 Q3	–	Hold	0	–	–	–	54
2023 Q2	–	Hold	0	–	–	–	54
2023 Q1	–	Hold	0	–	–	–	50
2022 Q4	–	Hold	0	–	–	–	41
2022 Q3	–	Hold	0	–	–	–	40
2022 Q2	–	Hold	0	–	–	–	36
2022 Q1	–	Sell	-2,016	Closed	-$972K	–	38
2021 Q4	$1.01M	Buy	+2,016	New	+$913K	0.89%	38

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 $3.38T AUM 44.17% 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

TCM Advisors's UNH Position: Q2 2026 in Review

TCM Advisors held its UnitedHealth (UNH) position steady in Q2 2026 at 0 shares worth $1.16M. The position accounts for 0.09% of the portfolio, ranked #19.

TCM Advisors first reported a position in UNH in Q4 2021 and has held it in 1 quarter since. The position peaked at $1.01M in Q4 2021. 3,394 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

TCM Advisors held 0 shares of UnitedHealth worth $1.16M as of Q2 2026.
TCM Advisors left its UnitedHealth share count unchanged in Q2 2026.
UnitedHealth made up 0.09% of TCM Advisors's portfolio in Q2 2026, its #19 holding.
TCM Advisors first reported a position in UnitedHealth in Q4 2021 and has held it in 1 quarter since.
TCM Advisors's UnitedHealth position peaked at $1.01M in Q4 2021.
3,394 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on TCM Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.