Tennessee Valley Asset Management Partners’s UnitedHealth UNH Stock Holding History

Tennessee Valley Asset Management Partners’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	$208K	Buy	769 +158	+26%	+$47.1K	0.03%	181
2025 Q4	$202K	Buy	+611	New	+$207K	0.03%	177
2024 Q1	–	Sell	-300	Closed	-$158K	–	723
2023 Q4	$158K	Buy	+300	New	+$160K	0.02%	141
2021 Q1	–	Sell	-599	Closed	-$210K	–	121
2020 Q4	$210K	Buy	+599	New	+$201K	0.05%	107

Other funds holding UNH

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Tennessee Valley Asset Management Partners's UNH Position: Q1 2026 in Review

Tennessee Valley Asset Management Partners increased its UnitedHealth (UNH) stake by 26% in Q1 2026, buying an estimated $47.1K and bringing the position to 769 shares worth $208K. The position accounts for 0.03% of the portfolio, ranked #181.

Tennessee Valley Asset Management Partners first reported a position in UNH in Q4 2020 and has held it in 4 quarters since. The position peaked at $210K in Q4 2020. 3,021 funds tracked by Wall St. Rank hold UNH as of Q1 2026.

Tennessee Valley Asset Management Partners held 769 shares of UnitedHealth worth $208K as of Q1 2026.
Tennessee Valley Asset Management Partners bought 158 UnitedHealth shares in Q1 2026, an estimated $47.1K.
UnitedHealth made up 0.03% of Tennessee Valley Asset Management Partners's portfolio in Q1 2026, its #181 holding.
Tennessee Valley Asset Management Partners first reported a position in UnitedHealth in Q4 2020 and has held it in 4 quarters since.
Tennessee Valley Asset Management Partners's UnitedHealth position peaked at $210K in Q4 2020.
3,021 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.

Based on Tennessee Valley Asset Management Partners's 13F filing for Q1 2026, filed 27 Apr 2026.