TIAA Trust, National Association’s UnitedHealth UNH Stock Holding History

TIAA Trust, National Association’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	$673K	Sell	1,619 -5,467	-77%	-$2.03M	0.04%	128
2026 Q1	$1.92M	Sell	7,086 -256,030	-97%	-$76.2M	0.12%	92
2025 Q4	$86.9M	Buy	263,116 +872	+0.3%	+$296K	0.21%	69
2025 Q3	$90.6M	Buy	262,244 +73,030	+39%	+$22.1M	0.22%	67
2025 Q2	$59M	Buy	189,214 +46,629	+33%	+$17.8M	0.15%	75
2025 Q1	$74.7M	Buy	142,585 +10,899	+8%	+$5.57M	0.23%	65
2024 Q4	$66.6M	Buy	131,686 +7,796	+6%	+$4.43M	0.2%	69
2024 Q3	$72.4M	Sell	123,890 -3,130	-2%	-$1.77M	0.22%	67
2024 Q2	$64.7M	Sell	127,020 -6,236	-5%	-$3.06M	0.2%	70
2024 Q1	$65.9M	Buy	133,256 +5,002	+4%	+$2.54M	0.2%	68
2023 Q4	$67.5M	Buy	128,254 +4,760	+4%	+$2.54M	0.23%	64
2023 Q3	$62.3M	Buy	+123,494	New	+$60.8M	0.22%	65

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 $3.37T AUM 44.26% 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

TIAA Trust, National Association's UNH Position: Q2 2026 in Review

TIAA Trust, National Association reduced its UnitedHealth (UNH) stake by 77% in Q2 2026, selling an estimated $2.03M and leaving 1,619 shares worth $673K. The position accounts for 0.04% of the portfolio, ranked #128.

TIAA Trust, National Association first reported a position in UNH in Q3 2023 and has held it in 12 quarters since. The position peaked at $90.6M in Q3 2025. 3,367 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

TIAA Trust, National Association held 1,619 shares of UnitedHealth worth $673K as of Q2 2026.
TIAA Trust, National Association sold 5,467 UnitedHealth shares in Q2 2026, an estimated $2.03M.
UnitedHealth made up 0.04% of TIAA Trust, National Association's portfolio in Q2 2026, its #128 holding.
TIAA Trust, National Association first reported a position in UnitedHealth in Q3 2023 and has held it in 12 quarters since.
TIAA Trust, National Association's UnitedHealth position peaked at $90.6M in Q3 2025.
3,367 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on TIAA Trust, National Association's 13F filing for Q2 2026, filed 10 Aug 2026.