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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
Q2 		$729K Buy
1,754
+45
+3% +$16.7K 0.21% 102
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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

TFR Capital's UNH Position: Q2 2026 in Review

TFR Capital increased its UnitedHealth (UNH) stake by 2.6% in Q2 2026, buying an estimated $16.7K and bringing the position to 1,754 shares worth $729K. The position accounts for 0.21% of the portfolio, ranked #102.

TFR Capital first reported a position in UNH in Q4 2024 and has held it in 7 quarters since. The position peaked at $3.48M in Q1 2025. 3,386 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • TFR Capital held 1,754 shares of UnitedHealth worth $729K as of Q2 2026.
  • TFR Capital bought 45 UnitedHealth shares in Q2 2026, an estimated $16.7K.
  • UnitedHealth made up 0.21% of TFR Capital's portfolio in Q2 2026, its #102 holding.
  • TFR Capital first reported a position in UnitedHealth in Q4 2024 and has held it in 7 quarters since.
  • TFR Capital's UnitedHealth position peaked at $3.48M in Q1 2025.
  • 3,386 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on TFR Capital's 13F filing for Q2 2026, filed 6 Aug 2026.