TH
UNH icon

TCTC Holdings’s UnitedHealth UNH Stock Holding History

TCTC Holdings’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 		$23.9M Buy
88,289
+510
+0.6% +$152K 0.68% 38
2025
Q4 		$29M Sell
87,779
-50
-0.1% -$16.9K 0.87% 29
2025
Q3 		$30.3M Buy
87,829
+5,060
+6% +$1.53M 0.9% 24
2025
Q2 		$25.8M Buy
82,769
+62,793
+314% +$24M 0.83% 30
2025
Q1 		$10.5M Sell
19,976
-32
-0.2% -$16.4K 0.37% 63
2024
Q4 		$10.1M Sell
20,008
-312
-2% -$177K 0.36% 59
2024
Q3 		$11.9M Buy
20,320
+18
+0.1% +$10.2K 0.4% 55
2024
Q2 		$10.3M Buy
20,302
+534
+3% +$262K 0.36% 60
2024
Q1 		$9.78M Buy
19,768
+53
+0.3% +$26.9K 0.32% 63
2023
Q4 		$10.4M Buy
19,715
+63
+0.3% +$33.6K 0.38% 58
2023
Q3 		$9.91M Buy
19,652
+157
+0.8% +$77.3K 0.38% 57
2023
Q2 		$9.37M Buy
19,495
+178
+0.9% +$87K 0.37% 60
2023
Q1 		$9.13M Buy
19,317
+2,554
+15% +$1.23M 0.37% 61
2022
Q4 		$8.89M Buy
16,763
+1,951
+13% +$1.03M 0.36% 62
2022
Q3 		$7.48M Buy
14,812
+57
+0.4% +$30K 0.32% 64
2022
Q2 		$7.58M Sell
14,755
-103
-0.7% -$51.7K 0.33% 65
2022
Q1 		$7.58M Sell
14,858
-14
-0.1% -$6.75K 0.31% 67
2021
Q4 		$7.47M Sell
14,872
-21
-0.1% -$9.51K 0.32% 68
2021
Q3 		$5.82M Buy
14,893
+1,273
+9% +$527K 0.27% 74
2021
Q2 		$5.45M Buy
13,620
+72
+0.5% +$28.7K 0.25% 75
2021
Q1 		$5.04M Sell
13,548
-152
-1% -$52.7K 0.24% 75
2020
Q4 		$4.8M Buy
13,700
+1,303
+11% +$437K 0.26% 74
2020
Q3 		$3.87M Buy
12,397
+3,150
+34% +$968K 0.24% 75
2020
Q2 		$2.73M Sell
9,247
-3,990
-30% -$1.14M 0.16% 80
2020
Q1 		$3.3M Sell
13,237
-6
-0% -$1.65K 0.25% 66
2019
Q4 		$3.89M Buy
13,243
+633
+5% +$166K 0.2% 72
2019
Q3 		$2.74M Buy
12,610
+5,215
+71% +$1.26M 0.14% 74
2019
Q2 		$1.8M Buy
7,395
+1,045
+16% +$251K 0.1% 80
2019
Q1 		$1.57M Buy
6,350
+200
+3% +$51K 0.08% 85
2018
Q4 		$1.53M Sell
6,150
-140
-2% -$37K 0.09% 83
2018
Q3 		$1.67M Hold
6,290
– – 0.08% 83
2018
Q2 		$1.54M Hold
6,290
– – 0.07% 84
2018
Q1 		$1.35M Hold
6,290
– – 0.07% 85
2017
Q4 		$1.39M Hold
6,290
– – 0.07% 85
2017
Q3 		$1.23M Hold
6,290
– – 0.08% 85
2017
Q2 		$1.17M Hold
6,290
– – 0.08% 84
2017
Q1 		$1.03M Hold
6,290
– – 0.06% 101
2016
Q4 		$1.01M Hold
6,290
– – 0.06% 100
2016
Q3 		$881K Hold
6,290
– – 0.06% 92
2016
Q2 		$888K Hold
6,290
– – 0.06% 106
2016
Q1 		$810K Hold
6,290
– – 0.05% 110
2015
Q4 		$740K Hold
6,290
– – 0.04% 113
2015
Q3 		$729K Buy
+6,290
New +$753K 0.04% 113

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

TCTC Holdings's UNH Position: Q1 2026 in Review

TCTC Holdings increased its UnitedHealth (UNH) stake by 0.58% in Q1 2026, buying an estimated $152K and bringing the position to 88,289 shares worth $23.9M. The position accounts for 0.68% of the portfolio, ranked #38.

TCTC Holdings first reported a position in UNH in Q3 2015 and has held it in 43 quarters since. The position peaked at $30.3M in Q3 2025. 3,024 funds tracked by Wall St. Rank hold UNH as of Q1 2026.

  • TCTC Holdings held 88,289 shares of UnitedHealth worth $23.9M as of Q1 2026.
  • TCTC Holdings bought 510 UnitedHealth shares in Q1 2026, an estimated $152K.
  • UnitedHealth made up 0.68% of TCTC Holdings's portfolio in Q1 2026, its #38 holding.
  • TCTC Holdings first reported a position in UnitedHealth in Q3 2015 and has held it in 43 quarters since.
  • TCTC Holdings's UnitedHealth position peaked at $30.3M in Q3 2025.
  • 3,024 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.

Based on TCTC Holdings's 13F filing for Q1 2026, filed 7 May 2026.