TTWM
UNH icon

TCV Trust & Wealth Management’s UnitedHealth UNH Stock Holding History

TCV Trust & Wealth 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
Q2 		$17.9M Buy
43,005
+320
+0.7% +$119K 1.35% 23
2026
Q1 		$11.6M Buy
42,685
+556
+1% +$166K 0.97% 40
2025
Q4 		$13.9M Buy
42,129
+590
+1% +$200K 1.12% 30
2025
Q3 		$14.3M Buy
41,539
+191
+0.5% +$57.8K 1.2% 31
2025
Q2 		$12.9M Sell
41,348
-135
-0.3% -$51.6K 1.13% 32
2025
Q1 		$21.7M Sell
41,483
-763
-2% -$390K 2.01% 11
2024
Q4 		$21.4M Sell
42,246
-171
-0.4% -$97.2K 1.97% 11
2024
Q3 		$24.8M Sell
42,417
-928
-2% -$525K 2.22% 9
2024
Q2 		$22.1M Buy
43,345
+65
+0.2% +$31.9K 2.11% 10
2024
Q1 		$21.4M Sell
43,280
-738
-2% -$375K 2.05% 9
2023
Q4 		$23.2M Sell
44,018
-873
-2% -$466K 2.34% 9
2023
Q3 		$22.6M Buy
44,891
+28
+0.1% +$13.8K 2.5% 9
2023
Q2 		$21.6M Sell
44,863
-502
-1% -$245K 2.29% 9
2023
Q1 		$21.4M Sell
45,365
-240
-0.5% -$116K 2.38% 8
2022
Q4 		$24.2M Sell
45,605
-1,182
-3% -$626K 2.75% 6
2022
Q3 		$23.6M Sell
46,787
-809
-2% -$425K 3.01% 5
2022
Q2 		$24.4M Sell
47,596
-28
-0.1% -$14.1K 2.93% 5
2022
Q1 		$24.3M Sell
47,624
-1,221
-2% -$589K 2.59% 5
2021
Q4 		$24.5M Sell
48,845
-485
-1% -$220K 2.44% 6
2021
Q3 		$19.3M Sell
49,330
-314
-0.6% -$130K 2.14% 7
2021
Q2 		$19.8M Sell
49,644
-408
-0.8% -$163K 2.16% 6
2021
Q1 		$18.6M Sell
50,052
-552
-1% -$191K 2.16% 6
2020
Q4 		$17.7M Sell
50,604
-1,049
-2% -$352K 2.15% 7
2020
Q3 		$16.1M Sell
51,653
-1,226
-2% -$377K 2.17% 7
2020
Q2 		$15.6M Sell
52,879
-3,895
-7% -$1.12M 2.21% 7
2020
Q1 		$14.2M Sell
56,774
-4,330
-7% -$1.19M 2.32% 6
2019
Q4 		$18M Sell
61,104
-1,153
-2% -$302K 2.18% 7
2019
Q3 		$13.5M Buy
62,257
+22
+0% +$5.31K 1.75% 16
2019
Q2 		$15.2M Sell
62,235
-281
-0.4% -$67.6K 1.97% 11
2019
Q1 		$15.5M Sell
62,516
-743
-1% -$189K 2.04% 9
2018
Q4 		$15.8M Sell
63,259
-904
-1% -$239K 2.31% 6
2018
Q3 		$17.1M Sell
64,163
-1,409
-2% -$366K 2.28% 8
2018
Q2 		$16.1M Sell
65,572
-1,545
-2% -$371K 2.25% 9
2018
Q1 		$14.4M Sell
67,117
-2,025
-3% -$463K 2.06% 10
2017
Q4 		$15.2M Sell
69,142
-1,906
-3% -$404K 2.13% 9
2017
Q3 		$13.9M Sell
71,048
-940
-1% -$182K 2.06% 9
2017
Q2 		$13.3M Sell
71,988
-1,268
-2% -$222K 2.02% 8
2017
Q1 		$12M Sell
73,256
-322
-0.4% -$52.7K 1.84% 14
2016
Q4 		$11.8M Sell
73,578
-1,657
-2% -$248K 1.91% 10
2016
Q3 		$10.5M Buy
75,235
+1,807
+2% +$253K 1.78% 13
2016
Q2 		$10.4M Buy
73,428
+814
+1% +$109K 1.8% 13
2016
Q1 		$9.36M Buy
72,614
+5,107
+8% +$604K 1.68% 16
2015
Q4 		$7.94M Buy
67,507
+607
+0.9% +$70.9K 1.41% 20
2015
Q3 		$7.76M Buy
66,900
+1,385
+2% +$166K 1.4% 19
2015
Q2 		$7.99M Buy
65,515
+560
+0.9% +$66.2K 1.31% 21
2015
Q1 		$7.68M Buy
64,955
+85
+0.1% +$9.44K 1.24% 21
2014
Q4 		$6.56M Buy
64,870
+56
+0.1% +$5.31K 1.08% 31
2014
Q3 		$5.59M Sell
64,814
-419
-0.6% -$35.4K 0.94% 35
2014
Q2 		$5.33M Buy
65,233
+399
+0.6% +$31.4K 0.87% 36
2014
Q1 		$5.32M Buy
64,834
+540
+0.8% +$40.6K 0.9% 37
2013
Q4 		$4.84M Buy
64,294
+8,230
+15% +$591K 0.83% 38
2013
Q3 		$4.01M Sell
56,064
-102
-0.2% -$7.3K 0.78% 42
2013
Q2 		$3.68M Buy
+56,166
New +$3.49M 0.75% 45

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

TCV Trust & Wealth Management's UNH Position: Q2 2026 in Review

TCV Trust & Wealth Management increased its UnitedHealth (UNH) stake by 0.75% in Q2 2026, buying an estimated $119K and bringing the position to 43,005 shares worth $17.9M. The position accounts for 1.35% of the portfolio, ranked #23.

TCV Trust & Wealth Management first reported a position in UNH in Q2 2013 and has held it in 53 quarters since. The position peaked at $24.8M in Q3 2024. 1,542 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • TCV Trust & Wealth Management held 43,005 shares of UnitedHealth worth $17.9M as of Q2 2026.
  • TCV Trust & Wealth Management bought 320 UnitedHealth shares in Q2 2026, an estimated $119K.
  • UnitedHealth made up 1.35% of TCV Trust & Wealth Management's portfolio in Q2 2026, its #23 holding.
  • TCV Trust & Wealth Management first reported a position in UnitedHealth in Q2 2013 and has held it in 53 quarters since.
  • TCV Trust & Wealth Management's UnitedHealth position peaked at $24.8M in Q3 2024.
  • 1,542 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on TCV Trust & Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.