TD Capital Management’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $74.3K | Hold |
275
| – | – | 0.01% | 200 |
|
|
2025
Q4 | $90.6K | Buy |
275
+2
| +0.7% | +$678 | 0.01% | 186 |
|
|
2025
Q3 | $94.2K | Sell |
273
-17
| -6% | -$5.14K | 0.01% | 173 |
|
|
2025
Q2 | $90.5K | Buy |
290
+21
| +8% | +$8.03K | 0.01% | 173 |
|
|
2025
Q1 | $141K | Buy |
269
+1
| +0.4% | +$511 | 0.01% | 130 |
|
|
2024
Q4 | $136K | Buy |
268
+3
| +1% | +$1.71K | 0.01% | 135 |
|
|
2024
Q3 | $155K | Buy |
265
+1
| +0.4% | +$566 | 0.02% | 125 |
|
|
2024
Q2 | $134K | Buy |
264
+1
| +0.4% | +$490 | 0.01% | 125 |
|
|
2024
Q1 | $130K | Buy |
263
+15
| +6% | +$7.63K | 0.01% | 128 |
|
|
2023
Q4 | $130K | Buy |
248
+6
| +2% | +$3.2K | 0.01% | 117 |
|
|
2023
Q3 | $122K | Buy |
242
+1
| +0.4% | +$492 | 0.01% | 121 |
|
|
2023
Q2 | $116K | Buy |
241
+1
| +0.4% | +$489 | 0.01% | 121 |
|
|
2023
Q1 | $113K | Buy |
240
+1
| +0.4% | +$483 | 0.01% | 122 |
|
|
2022
Q4 | $127K | Hold |
239
| – | – | 0.02% | 112 |
|
|
2022
Q3 | $120K | Buy |
+239
| New | +$126K | 0.02% | 112 |
|
|
2022
Q1 | – | Sell |
-277
| Closed | -$139K | – | 323 |
|
|
2021
Q4 | $139K | Buy |
277
+1
| +0.4% | +$453 | 0.02% | 102 |
|
|
2021
Q3 | $108K | Hold |
276
| – | – | 0.01% | 113 |
|
|
2021
Q2 | $110K | Buy |
276
+40
| +17% | +$15.9K | 0.01% | 103 |
|
|
2021
Q1 | $88K | Hold |
236
| – | – | 0.01% | 105 |
|
|
2020
Q4 | $83K | Hold |
236
| – | – | 0.01% | 97 |
|
|
2020
Q3 | $73K | Hold |
236
| – | – | 0.01% | 90 |
|
|
2020
Q2 | $69K | Hold |
236
| – | – | 0.01% | 88 |
|
|
2020
Q1 | $59K | Hold |
236
| – | – | 0.01% | 87 |
|
|
2019
Q4 | $69K | Hold |
236
| – | – | 0.01% | 89 |
|
|
2019
Q3 | $51K | Hold |
236
| – | – | 0.01% | 101 |
|
|
2019
Q2 | $57K | Hold |
236
| – | – | 0.01% | 85 |
|
|
2019
Q1 | $58K | Hold |
236
| – | – | 0.01% | 78 |
|
|
2018
Q4 | $59K | Hold |
236
| – | – | 0.01% | 80 |
|
|
2018
Q3 | $63K | Hold |
236
| – | – | 0.02% | 80 |
|
|
2018
Q2 | $58K | Hold |
236
| – | – | 0.02% | 77 |
|
|
2018
Q1 | $50K | Buy |
236
+1
| +0.4% | +$228 | 0.01% | 82 |
|
|
2017
Q4 | $52K | Buy |
+235
| New | +$49.8K | 0.01% | 78 |
|
Other funds holding UNH
VCM
VPM
TD Capital Management's UNH Position: Q1 2026 in Review
TD Capital Management held its UnitedHealth (UNH) position steady in Q1 2026 at 275 shares worth $74.3K. The position accounts for 0.01% of the portfolio, ranked #200.
TD Capital Management first reported a position in UNH in Q4 2017 and has held it in 32 quarters since. The position peaked at $155K in Q3 2024. 3,024 funds tracked by Wall St. Rank hold UNH as of Q1 2026.
- TD Capital Management held 275 shares of UnitedHealth worth $74.3K as of Q1 2026.
- TD Capital Management left its UnitedHealth share count unchanged in Q1 2026.
- UnitedHealth made up 0.01% of TD Capital Management's portfolio in Q1 2026, its #200 holding.
- TD Capital Management first reported a position in UnitedHealth in Q4 2017 and has held it in 32 quarters since.
- TD Capital Management's UnitedHealth position peaked at $155K in Q3 2024.
- 3,024 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.
Based on TD Capital Management's 13F filing for Q1 2026, filed 11 May 2026.