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TD Private Client Wealth’s UnitedHealth UNH Stock Holding History

TD Private Client Wealth’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 		$4.96M Buy
11,937
+6,117
+105% +$2.27M 0.09% 144
2026
Q1 		$1.57M Sell
5,820
-1,843
-24% -$549K 0.03% 288
2025
Q4 		$2.53M Buy
7,663
+125
+2% +$42.4K 0.05% 214
2025
Q3 		$2.6M Buy
7,538
+352
+5% +$106K 0.06% 211
2025
Q2 		$2.24M Sell
7,186
-5,214
-42% -$1.99M 0.06% 224
2025
Q1 		$6.49M Sell
12,400
-6,559
-35% -$3.35M 0.18% 90
2024
Q4 		$9.59M Sell
18,959
-385
-2% -$219K 0.27% 64
2024
Q3 		$11.3M Sell
19,344
-883
-4% -$499K 0.33% 55
2024
Q2 		$10.3M Sell
20,227
-528
-3% -$259K 0.32% 56
2024
Q1 		$10.3M Sell
20,755
-3,377
-14% -$1.72M 0.34% 53
2023
Q4 		$12.7M Buy
24,132
+1,986
+9% +$1.06M 0.46% 43
2023
Q3 		$11.2M Buy
22,146
+303
+1% +$149K 0.48% 38
2023
Q2 		$10.5M Sell
21,843
-3,445
-14% -$1.68M 0.45% 39
2023
Q1 		$12M Sell
25,288
-606
-2% -$292K 0.54% 37
2022
Q4 		$13.7M Buy
25,894
+4,609
+22% +$2.44M 0.65% 32
2022
Q3 		$10.7M Sell
21,285
-2,698
-11% -$1.42M 0.55% 33
2022
Q2 		$12.3M Sell
23,983
-2,202
-8% -$1.11M 0.6% 31
2022
Q1 		$13.4M Buy
26,185
+257
+1% +$124K 0.57% 32
2021
Q4 		$13M Sell
25,928
-6,874
-21% -$3.11M 0.54% 34
2021
Q3 		$12.8M Buy
32,802
+290
+0.9% +$120K 0.55% 35
2021
Q2 		$13M Buy
32,512
+6,289
+24% +$2.51M 0.56% 33
2021
Q1 		$9.76M Sell
26,223
-731
-3% -$253K 0.46% 44
2020
Q4 		$9.45M Sell
26,954
-1,838
-6% -$616K 0.48% 43
2020
Q3 		$8.98M Sell
28,792
-3,995
-12% -$1.23M 0.5% 43
2020
Q2 		$9.67M Buy
32,787
+3,515
+12% +$1.01M 0.56% 37
2020
Q1 		$7.3M Sell
29,272
-2,100
-7% -$578K 0.52% 45
2019
Q4 		$9.22M Buy
+31,372
New +$8.21M 0.55% 42

Other funds holding UNH

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
VAM
Veritas Asset Management London, United Kingdom $5.56B AUM 3.46% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

TD Private Client Wealth's UNH Position: Q2 2026 in Review

TD Private Client Wealth increased its UnitedHealth (UNH) stake by 105% in Q2 2026, buying an estimated $2.27M and bringing the position to 11,937 shares worth $4.96M. The position accounts for 0.09% of the portfolio, ranked #144.

TD Private Client Wealth first reported a position in UNH in Q4 2019 and has held it in 27 quarters since. The position peaked at $13.7M in Q4 2022. 1,775 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • TD Private Client Wealth held 11,937 shares of UnitedHealth worth $4.96M as of Q2 2026.
  • TD Private Client Wealth bought 6,117 UnitedHealth shares in Q2 2026, an estimated $2.27M.
  • UnitedHealth made up 0.09% of TD Private Client Wealth's portfolio in Q2 2026, its #144 holding.
  • TD Private Client Wealth first reported a position in UnitedHealth in Q4 2019 and has held it in 27 quarters since.
  • TD Private Client Wealth's UnitedHealth position peaked at $13.7M in Q4 2022.
  • 1,775 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on TD Private Client Wealth's 13F filing for Q2 2026, filed 4 Aug 2026.