T
UNH icon

TOBAM’s UnitedHealth UNH Stock Holding History

TOBAM’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 		$3.55M Sell
8,536
-5,535
-39% -$2.05M 0.86% 33
2026
Q1 		$3.81M Sell
14,071
-7,799
-36% -$2.32M 0.99% 37
2025
Q4 		$7.22M Buy
21,870
+6,765
+45% +$2.29M 1.77% 14
2025
Q3 		$5.22M Sell
15,105
-1,801
-11% -$545K 1.89% 15
2025
Q2 		$5.27M Buy
16,906
+14,211
+527% +$5.43M 2.06% 14
2025
Q1 		$1.41M Buy
2,695
+358
+15% +$183K 0.6% 53
2024
Q4 		$1.18M Buy
2,337
+17
+0.7% +$9.66K 0.36% 72
2024
Q3 		$1.36M Buy
2,320
+429
+23% +$243K 0.25% 77
2024
Q2 		$963K Sell
1,891
-2,185
-54% -$1.07M 0.15% 93
2024
Q1 		$2.02M Buy
4,076
+73
+2% +$37.1K 0.18% 77
2023
Q4 		$2.11M Sell
4,003
-864
-18% -$461K 0.18% 71
2023
Q3 		$2.45M Sell
4,867
-283
-5% -$139K 0.2% 67
2023
Q2 		$2.48M Sell
5,150
-37
-0.7% -$18.1K 0.19% 76
2023
Q1 		$2.45M Buy
5,187
+84
+2% +$40.5K 0.16% 83
2022
Q4 		$2.71M Buy
5,103
+268
+6% +$142K 0.18% 80
2022
Q3 		$2.44M Hold
4,835
– – 0.17% 89
2022
Q2 		$2.48M Buy
4,835
+293
+6% +$147K 0.16% 91
2022
Q1 		$2.32M Buy
4,542
+1,629
+56% +$786K 0.12% 113
2021
Q4 		$1.46M Sell
2,913
-253
-8% -$115K 0.07% 111
2021
Q3 		$1.24M Buy
3,166
+99
+3% +$41K 0.05% 115
2021
Q2 		$1.23M Sell
3,067
-100
-3% -$39.9K 0.05% 120
2021
Q1 		$1.18M Hold
3,167
– – 0.05% 117
2020
Q4 		$1.11M Sell
3,167
-76
-2% -$25.5K 0.05% 125
2020
Q3 		$1.01M Buy
+3,243
New +$996K 0.05% 121
2014
Q1 		– Sell
-37,698
Closed -$2.84M – 89
2013
Q4 		$2.84M Buy
+37,698
New +$2.71M 0.15% 74
2013
Q3 		– Sell
-40,274
Closed -$2.64M – 97
2013
Q2 		$2.64M Buy
+40,274
New +$2.51M 0.17% 69

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

TOBAM's UNH Position: Q2 2026 in Review

TOBAM reduced its UnitedHealth (UNH) stake by 39% in Q2 2026, selling an estimated $2.05M and leaving 8,536 shares worth $3.55M. The position accounts for 0.86% of the portfolio, ranked #33.

TOBAM first reported a position in UNH in Q2 2013 and has held it in 26 quarters since. The position peaked at $7.22M in Q4 2025. 3,378 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • TOBAM held 8,536 shares of UnitedHealth worth $3.55M as of Q2 2026.
  • TOBAM sold 5,535 UnitedHealth shares in Q2 2026, an estimated $2.05M.
  • UnitedHealth made up 0.86% of TOBAM's portfolio in Q2 2026, its #33 holding.
  • TOBAM first reported a position in UnitedHealth in Q2 2013 and has held it in 26 quarters since.
  • TOBAM's UnitedHealth position peaked at $7.22M in Q4 2025.
  • 3,378 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on TOBAM's 13F filing for Q2 2026, filed 31 Jul 2026.