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Tolleson Wealth Management’s UnitedHealth UNH Stock Holding History

Tolleson Wealth Management’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 		$1.22M Hold
2,942
– – 0.16% 41
2026
Q1 		$796K Sell
2,942
-5
-0.2% -$1.49K 0.12% 52
2025
Q4 		$973K Sell
2,947
-82
-3% -$27.8K 0.14% 44
2025
Q3 		$1.05M Buy
3,029
+87
+3% +$26.3K 0.16% 43
2025
Q2 		$918K Hold
2,942
– – 0.16% 46
2025
Q1 		$1.54M Sell
2,942
-412
-12% -$211K 0.3% 30
2024
Q4 		$1.7M Buy
3,354
+365
+12% +$207K 0.35% 27
2024
Q3 		$1.75M Sell
2,989
-25
-0.8% -$14.1K 0.33% 25
2024
Q2 		$1.53M Buy
3,014
+47
+2% +$23K 0.3% 33
2024
Q1 		$1.47M Sell
2,967
-73
-2% -$37.1K 0.29% 34
2023
Q4 		$1.6M Buy
3,040
+11
+0.4% +$5.87K 0.33% 32
2023
Q3 		$1.53M Buy
3,029
+87
+3% +$42.8K 0.37% 33
2023
Q2 		$1.41M Hold
2,942
– – 0.34% 37
2023
Q1 		$1.39M Sell
2,942
-20
-0.7% -$9.65K 0.36% 36
2022
Q4 		$1.57M Buy
2,962
+20
+0.7% +$10.6K 0.43% 30
2022
Q3 		$1.49M Hold
2,942
– – 0.45% 29
2022
Q2 		$1.51M Hold
2,942
– – 0.43% 28
2022
Q1 		$1.5M Hold
2,942
– – 0.45% 34
2021
Q4 		$1.48M Hold
2,942
– – 0.4% 34
2021
Q3 		$1.15M Sell
2,942
-326
-10% -$135K 0.33% 35
2021
Q2 		$1.31M Hold
3,268
– – 0.35% 34
2021
Q1 		$1.22M Hold
3,268
– – 0.37% 32
2020
Q4 		$1.15M Hold
3,268
– – 0.38% 31
2020
Q3 		$1.02M Hold
3,268
– – 0.41% 32
2020
Q2 		$964K Hold
3,268
– – 0.42% 32
2020
Q1 		$815K Sell
3,268
-395
-11% -$109K 0.36% 35
2019
Q4 		$1.08M Buy
3,663
+395
+12% +$103K 0.52% 26
2019
Q3 		$710K Hold
3,268
– – 0.39% 29
2019
Q2 		$797K Hold
3,268
– – 0.55% 20
2019
Q1 		$808K Hold
3,268
– – 0.56% 18
2018
Q4 		$814K Buy
+3,268
New +$863K 0.48% 21

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

Tolleson Wealth Management's UNH Position: Q2 2026 in Review

Tolleson Wealth Management held its UnitedHealth (UNH) position steady in Q2 2026 at 2,942 shares worth $1.22M. The position accounts for 0.16% of the portfolio, ranked #41.

Tolleson Wealth Management first reported a position in UNH in Q4 2018 and has held it in 31 quarters since. The position peaked at $1.75M in Q3 2024. 3,389 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • Tolleson Wealth Management held 2,942 shares of UnitedHealth worth $1.22M as of Q2 2026.
  • Tolleson Wealth Management left its UnitedHealth share count unchanged in Q2 2026.
  • UnitedHealth made up 0.16% of Tolleson Wealth Management's portfolio in Q2 2026, its #41 holding.
  • Tolleson Wealth Management first reported a position in UnitedHealth in Q4 2018 and has held it in 31 quarters since.
  • Tolleson Wealth Management's UnitedHealth position peaked at $1.75M in Q3 2024.
  • 3,389 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Tolleson Wealth Management's 13F filing for Q2 2026, filed 13 Aug 2026.