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Tilia Fiduciary Partners’s UnitedHealth UNH Stock Holding History

Tilia Fiduciary Partners’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 		$1.82M Buy
6,744
+404
+6% +$120K 1% 39
2025
Q4 		$2.09M Buy
6,340
+677
+12% +$229K 1.16% 37
2025
Q3 		$1.96M Buy
5,663
+1,940
+52% +$587K 1.13% 39
2025
Q2 		$1.16M Sell
3,723
-230
-6% -$87.9K 0.71% 50
2025
Q1 		$2.07M Buy
3,953
+167
+4% +$85.4K 1.38% 28
2024
Q4 		$1.92M Buy
3,786
+136
+4% +$77.3K 1.31% 32
2024
Q3 		$2.13M Buy
3,650
+194
+6% +$110K 1.48% 27
2024
Q2 		$1.76M Buy
3,456
+165
+5% +$80.9K 1.38% 31
2024
Q1 		$1.63M Buy
3,291
+183
+6% +$93K 1.32% 33
2023
Q4 		$1.64M Buy
3,108
+81
+3% +$43.2K 1.52% 25
2023
Q3 		$1.53M Buy
3,027
+200
+7% +$98.4K 1.59% 24
2023
Q2 		$1.36M Buy
2,827
+124
+5% +$60.6K 1.21% 28
2023
Q1 		$1.28M Sell
2,703
-14
-0.5% -$6.76K 1.22% 26
2022
Q4 		$1.44M Buy
2,717
+38
+1% +$20.1K 1.39% 17
2022
Q3 		$1.34M Buy
2,679
+13
+0.5% +$6.84K 1.35% 17
2022
Q2 		$1.37M Buy
2,666
+29
+1% +$14.6K 1.31% 17
2022
Q1 		$1.34M Buy
2,637
+141
+6% +$68K 1.14% 21
2021
Q4 		$1.25M Buy
+2,496
New +$1.13M 1.01% 30

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

Tilia Fiduciary Partners's UNH Position: Q1 2026 in Review

Tilia Fiduciary Partners increased its UnitedHealth (UNH) stake by 6.4% in Q1 2026, buying an estimated $120K and bringing the position to 6,744 shares worth $1.82M. The position accounts for 1% of the portfolio, ranked #39.

Tilia Fiduciary Partners first reported a position in UNH in Q4 2021 and has held it in 18 quarters since. The position peaked at $2.13M in Q3 2024. 3,024 funds tracked by Wall St. Rank hold UNH as of Q1 2026.

  • Tilia Fiduciary Partners held 6,744 shares of UnitedHealth worth $1.82M as of Q1 2026.
  • Tilia Fiduciary Partners bought 404 UnitedHealth shares in Q1 2026, an estimated $120K.
  • UnitedHealth made up 1% of Tilia Fiduciary Partners's portfolio in Q1 2026, its #39 holding.
  • Tilia Fiduciary Partners first reported a position in UnitedHealth in Q4 2021 and has held it in 18 quarters since.
  • Tilia Fiduciary Partners's UnitedHealth position peaked at $2.13M in Q3 2024.
  • 3,024 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.

Based on Tilia Fiduciary Partners's 13F filing for Q1 2026, filed 9 Apr 2026.