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Torrey Growth & Income Advisors’s UnitedHealth UNH Stock Holding History

Torrey Growth & Income 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
Q2 		$419K Sell
1,004
-2,652
-73% -$983K 0.14% 74
2026
Q1 		$972K Sell
3,656
-405
-10% -$121K 0.41% 39
2025
Q4 		$1.34M Buy
+4,061
New +$1.38M 0.47% 35

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

Torrey Growth & Income Advisors's UNH Position: Q2 2026 in Review

Torrey Growth & Income Advisors reduced its UnitedHealth (UNH) stake by 73% in Q2 2026, selling an estimated $983K and leaving 1,004 shares worth $419K. The position accounts for 0.14% of the portfolio, ranked #74.

Torrey Growth & Income Advisors first reported a position in UNH in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.34M in Q4 2025. 3,373 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • Torrey Growth & Income Advisors held 1,004 shares of UnitedHealth worth $419K as of Q2 2026.
  • Torrey Growth & Income Advisors sold 2,652 UnitedHealth shares in Q2 2026, an estimated $983K.
  • UnitedHealth made up 0.14% of Torrey Growth & Income Advisors's portfolio in Q2 2026, its #74 holding.
  • Torrey Growth & Income Advisors first reported a position in UnitedHealth in Q4 2025 and has held it in 3 quarters since.
  • Torrey Growth & Income Advisors's UnitedHealth position peaked at $1.34M in Q4 2025.
  • 3,373 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Torrey Growth & Income Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.