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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
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
BlackRock New York $5.72T 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 $1.56T 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

TCM Advisors's UNH Position: Q1 2026 in Review

TCM Advisors held its UnitedHealth (UNH) position steady in Q1 2026 at 0 shares worth $812K. The position accounts for 0.06% of the portfolio, ranked #38.

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. 3,020 funds tracked by Wall St. Rank hold UNH as of Q1 2026.

  • TCM Advisors held 0 shares of UnitedHealth worth $812K as of Q1 2026.
  • TCM Advisors left its UnitedHealth share count unchanged in Q1 2026.
  • UnitedHealth made up 0.06% of TCM Advisors's portfolio in Q1 2026, its #38 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.
  • 3,020 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.

Based on TCM Advisors's 13F filing for Q1 2026, filed 14 May 2026.