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Tiemann Investment Advisors’s UnitedHealth UNH Stock Holding History

Tiemann Investment Advisors’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 		$507K Sell
1,874
-157
-8% -$46.8K 0.2% 97
2025
Q4 		$671K Sell
2,031
-251
-11% -$85.1K 0.26% 69
2025
Q3 		$788K Sell
2,282
-111
-5% -$33.6K 0.3% 65
2025
Q2 		$746K Sell
2,393
-276
-10% -$105K 0.31% 65
2025
Q1 		$1.4M Sell
2,669
-190
-7% -$97.1K 0.63% 35
2024
Q4 		$1.45M Sell
2,859
-65
-2% -$36.9K 0.64% 36
2024
Q3 		$1.71M Sell
2,924
-60
-2% -$33.9K 0.74% 31
2024
Q2 		$1.52M Sell
2,984
-60
-2% -$29.4K 0.68% 34
2024
Q1 		$1.51M Buy
3,044
+25
+0.8% +$12.7K 0.67% 35
2023
Q4 		$1.59M Buy
3,019
+80
+3% +$42.7K 0.77% 33
2023
Q3 		$1.48M Buy
2,939
+40
+1% +$19.7K 0.79% 31
2023
Q2 		$1.39M Buy
2,899
+25
+0.9% +$12.2K 0.71% 34
2023
Q1 		$1.36M Sell
2,874
-62
-2% -$29.9K 0.74% 34
2022
Q4 		$1.56M Sell
2,936
-15
-0.5% -$7.95K 0.91% 24
2022
Q3 		$1.49M Hold
2,951
– – 0.97% 24
2022
Q2 		$1.52M Sell
2,951
-7
-0.2% -$3.52K 0.81% 30
2022
Q1 		$1.51M Buy
2,958
+97
+3% +$46.8K 0.7% 37
2021
Q4 		$1.44M Buy
2,861
+113
+4% +$51.2K 0.61% 42
2021
Q3 		$1.07M Sell
2,748
-155
-5% -$64.2K 0.51% 51
2021
Q2 		$1.16M Sell
2,903
-20
-0.7% -$7.97K 0.54% 53
2021
Q1 		$1.09M Sell
2,923
-40
-1% -$13.9K 0.54% 50
2020
Q4 		$1.04M Buy
2,963
+225
+8% +$75.4K 0.55% 48
2020
Q3 		$854K Buy
2,738
+201
+8% +$61.7K 0.53% 51
2020
Q2 		$748K Buy
2,537
+275
+12% +$78.8K 0.51% 56
2020
Q1 		$564K Sell
2,262
-103
-4% -$28.3K 0.49% 55
2019
Q4 		$695K Sell
2,365
-75
-3% -$19.6K 0.47% 56
2019
Q3 		$530K Sell
2,440
-450
-16% -$109K 0.39% 67
2019
Q2 		$705K Buy
2,890
+25
+0.9% +$6.01K 0.51% 55
2019
Q1 		$708K Buy
2,865
+51
+2% +$13K 0.54% 53
2018
Q4 		$701K Sell
2,814
-481
-15% -$127K 0.63% 52
2018
Q3 		$877K Sell
3,295
-160
-5% -$41.6K 0.67% 48
2018
Q2 		$848K Sell
3,455
-50
-1% -$12K 0.68% 47
2018
Q1 		$750K Buy
3,505
+75
+2% +$17.1K 0.6% 51
2017
Q4 		$756K Sell
3,430
-250
-7% -$53K 0.6% 49
2017
Q3 		$721K Sell
3,680
-50
-1% -$9.66K 0.61% 48
2017
Q2 		$692K Hold
3,730
– – 0.62% 50
2017
Q1 		$612K Sell
3,730
-100
-3% -$16.4K 0.57% 57
2016
Q4 		$613K Sell
3,830
-850
-18% -$127K 0.6% 55
2016
Q3 		$655K Sell
4,680
-50
-1% -$7K 0.6% 52
2016
Q2 		$668K Sell
4,730
-535
-10% -$71.3K 0.63% 50
2016
Q1 		$679K Buy
5,265
+250
+5% +$29.6K 0.67% 48
2015
Q4 		$590K Sell
5,015
-500
-9% -$58.4K 0.6% 53
2015
Q3 		$640K Sell
5,515
-225
-4% -$26.9K 0.7% 44
2015
Q2 		$700K Hold
5,740
– – 0.72% 43
2015
Q1 		$679K Buy
5,740
+795
+16% +$88.3K 0.71% 44
2014
Q4 		$500K Sell
4,945
-5
-0.1% -$474 0.54% 61
2014
Q3 		$427K Buy
4,950
+95
+2% +$8.03K 0.48% 71
2014
Q2 		$397K Buy
4,855
+140
+3% +$11K 0.44% 79
2014
Q1 		$387K Buy
4,715
+425
+10% +$32K 0.43% 78
2013
Q4 		$323K Buy
+4,290
New +$308K 0.38% 92

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

Tiemann Investment Advisors's UNH Position: Q1 2026 in Review

Tiemann Investment Advisors reduced its UnitedHealth (UNH) stake by 7.7% in Q1 2026, selling an estimated $46.8K and leaving 1,874 shares worth $507K. The position accounts for 0.2% of the portfolio, ranked #97.

Tiemann Investment Advisors first reported a position in UNH in Q4 2013 and has held it in 50 quarters since. The position peaked at $1.71M in Q3 2024. 3,026 funds tracked by Wall St. Rank hold UNH as of Q1 2026.

  • Tiemann Investment Advisors held 1,874 shares of UnitedHealth worth $507K as of Q1 2026.
  • Tiemann Investment Advisors sold 157 UnitedHealth shares in Q1 2026, an estimated $46.8K.
  • UnitedHealth made up 0.2% of Tiemann Investment Advisors's portfolio in Q1 2026, its #97 holding.
  • Tiemann Investment Advisors first reported a position in UnitedHealth in Q4 2013 and has held it in 50 quarters since.
  • Tiemann Investment Advisors's UnitedHealth position peaked at $1.71M in Q3 2024.
  • 3,026 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.

Based on Tiemann Investment Advisors's 13F filing for Q1 2026, filed 13 May 2026.