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 Q2	$441K	Buy	1,062 +293	+38%	+$109K	0.05%	143
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 $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Tennessee Valley Asset Management Partners's UNH Position: Q2 2026 in Review

Tennessee Valley Asset Management Partners increased its UnitedHealth (UNH) stake by 38% in Q2 2026, buying an estimated $109K and bringing the position to 1,062 shares worth $441K. The position accounts for 0.05% of the portfolio, ranked #143.

Tennessee Valley Asset Management Partners first reported a position in UNH in Q4 2020 and has held it in 5 quarters since. 3,396 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

Tennessee Valley Asset Management Partners held 1,062 shares of UnitedHealth worth $441K as of Q2 2026.
Tennessee Valley Asset Management Partners bought 293 UnitedHealth shares in Q2 2026, an estimated $109K.
UnitedHealth made up 0.05% of Tennessee Valley Asset Management Partners's portfolio in Q2 2026, its #143 holding.
Tennessee Valley Asset Management Partners first reported a position in UnitedHealth in Q4 2020 and has held it in 5 quarters since.
3,396 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Tennessee Valley Asset Management Partners's 13F filing for Q2 2026, filed 10 Aug 2026.