Tounjian Advisory Partners’s UnitedHealth UNH Stock Holding History

Tounjian Advisory 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 Q2	$3.22M	Buy	+7,748	New	+$2.87M	1.38%	22
2025 Q4	–	Sell	-6,556	Closed	-$2.26M	–	168
2025 Q3	$2.26M	Sell	6,556 -11,254	-63%	-$3.4M	0.76%	37
2025 Q2	$7.16M	Sell	17,810 -188	-1%	-$71.9K	1.39%	11
2025 Q1	$7.26M	Buy	+17,998	New	+$9.2M	1.36%	13

Other funds holding UNH

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Tounjian Advisory Partners's UNH Position: Q2 2026 in Review

Tounjian Advisory Partners opened a new position in UnitedHealth (UNH) in Q2 2026: 7,748 shares worth $3.22M. The stake represents 1.38% of the portfolio and ranks #22 among its holdings. This is a return to the name: Tounjian Advisory Partners previously reported a position in UNH as recently as Q3 2025.

Tounjian Advisory Partners first reported a position in UNH in Q1 2025 and has held it in 4 quarters since. The position peaked at $7.26M in Q1 2025. 3,367 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

Tounjian Advisory Partners held 7,748 shares of UnitedHealth worth $3.22M as of Q2 2026.
UnitedHealth was a new Tounjian Advisory Partners position in Q2 2026.
UnitedHealth made up 1.38% of Tounjian Advisory Partners's portfolio in Q2 2026, its #22 holding.
Tounjian Advisory Partners first reported a position in UnitedHealth in Q1 2025 and has held it in 4 quarters since.
Tounjian Advisory Partners's UnitedHealth position peaked at $7.26M in Q1 2025.
3,367 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Tounjian Advisory Partners's 13F filing for Q2 2026, filed 7 Aug 2026.