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TFR Capital’s UnitedHealth UNH Stock Holding History

TFR Capital’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 		$462K Buy
1,709
+818
+92% +$244K 0.14% 112
2025
Q4 		$294K Sell
891
-1,136
-56% -$385K 0.1% 134
2025
Q3 		$700K Sell
2,027
-4,463
-69% -$1.35M 0.23% 87
2025
Q2 		$2.02M Sell
6,490
-160
-2% -$61.2K 0.73% 41
2025
Q1 		$3.48M Buy
6,650
+1,214
+22% +$621K 1.45% 16
2024
Q4 		$2.75M Buy
+5,436
New +$3.09M 1.37% 20

Other funds holding UNH

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

TFR Capital's UNH Position: Q1 2026 in Review

TFR Capital increased its UnitedHealth (UNH) stake by 92% in Q1 2026, buying an estimated $244K and bringing the position to 1,709 shares worth $462K. The position accounts for 0.14% of the portfolio, ranked #112.

TFR Capital first reported a position in UNH in Q4 2024 and has held it in 6 quarters since. The position peaked at $3.48M in Q1 2025. 3,021 funds tracked by Wall St. Rank hold UNH as of Q1 2026.

  • TFR Capital held 1,709 shares of UnitedHealth worth $462K as of Q1 2026.
  • TFR Capital bought 818 UnitedHealth shares in Q1 2026, an estimated $244K.
  • UnitedHealth made up 0.14% of TFR Capital's portfolio in Q1 2026, its #112 holding.
  • TFR Capital first reported a position in UnitedHealth in Q4 2024 and has held it in 6 quarters since.
  • TFR Capital's UnitedHealth position peaked at $3.48M in Q1 2025.
  • 3,021 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.

Based on TFR Capital's 13F filing for Q1 2026, filed 4 May 2026.