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TFC Financial Management’s UnitedHealth UNH Stock Holding History

TFC Financial 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 		$303K Buy
730
+9
+1% +$3.34K 0.03% 113
2026
Q1 		$195K Sell
721
-355
-33% -$106K 0.02% 132
2025
Q4 		$355K Buy
1,076
+662
+160% +$224K 0.04% 94
2025
Q3 		$143K Buy
414
+24
+6% +$7.26K 0.02% 152
2025
Q2 		$122K Sell
390
-190
-33% -$72.6K 0.02% 173
2025
Q1 		$304K Sell
580
-76
-12% -$38.9K 0.05% 95
2024
Q4 		$332K Sell
656
-23
-3% -$13.1K 0.05% 90
2024
Q3 		$397K Buy
679
+51
+8% +$28.8K 0.06% 79
2024
Q2 		$320K Buy
628
+215
+52% +$105K 0.06% 81
2024
Q1 		$204K Sell
413
-4
-1% -$2.03K 0.04% 116
2023
Q4 		$220K Hold
417
– – 0.04% 108
2023
Q3 		$210K Buy
417
+30
+8% +$14.8K 0.05% 101
2023
Q2 		$186K Sell
387
-200
-34% -$97.8K 0.05% 116
2023
Q1 		$277K Buy
587
+344
+142% +$166K 0.07% 84
2022
Q4 		$129K Sell
243
-10
-4% -$5.3K 0.04% 130
2022
Q3 		$128K Hold
253
– – 0.04% 120
2022
Q2 		$130K Hold
253
– – 0.04% 126
2022
Q1 		$129K Sell
253
-21
-8% -$10.1K 0.04% 136
2021
Q4 		$138K Sell
274
-8
-3% -$3.62K 0.04% 136
2021
Q3 		$110K Hold
282
– – 0.04% 153
2021
Q2 		$113K Hold
282
– – 0.04% 144
2021
Q1 		$105K Hold
282
– – 0.04% 142
2020
Q4 		$99K Hold
282
– – 0.04% 142
2020
Q3 		$88K Buy
+282
New +$86.6K 0.04% 131

Other funds holding UNH

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
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
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

TFC Financial Management's UNH Position: Q2 2026 in Review

TFC Financial Management increased its UnitedHealth (UNH) stake by 1.2% in Q2 2026, buying an estimated $3.34K and bringing the position to 730 shares worth $303K. The position accounts for 0.03% of the portfolio, ranked #113.

TFC Financial Management first reported a position in UNH in Q3 2020 and has held it in 24 quarters since. The position peaked at $397K in Q3 2024. 1,567 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • TFC Financial Management held 730 shares of UnitedHealth worth $303K as of Q2 2026.
  • TFC Financial Management bought 9 UnitedHealth shares in Q2 2026, an estimated $3.34K.
  • UnitedHealth made up 0.03% of TFC Financial Management's portfolio in Q2 2026, its #113 holding.
  • TFC Financial Management first reported a position in UnitedHealth in Q3 2020 and has held it in 24 quarters since.
  • TFC Financial Management's UnitedHealth position peaked at $397K in Q3 2024.
  • 1,567 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on TFC Financial Management's 13F filing for Q2 2026, filed 23 Jul 2026.