TRCT
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Tower Research Capital (TRC)’s UnitedHealth UNH Stock Holding History

Tower Research Capital (TRC)’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 		$7.39M Sell
27,308
-19,278
-41% -$5.74M 0.19% 92
2025
Q4 		$15.4M Buy
46,586
+24,593
+112% +$8.33M 0.37% 33
2025
Q3 		$7.59M Sell
21,993
-29,508
-57% -$8.92M 0.21% 83
2025
Q2 		$16.1M Buy
51,501
+10,291
+25% +$3.93M 0.43% 32
2025
Q1 		$20.1M Sell
41,210
-13,639
-25% -$6.97M 0.6% 19
2024
Q4 		$27.7M Buy
54,849
+3,365
+7% +$1.91M 0.55% 22
2024
Q3 		$30.1M Sell
51,484
-2,144
-4% -$1.21M 0.8% 14
2024
Q2 		$27.3M Buy
53,628
+5,778
+12% +$2.83M 0.46% 18
2024
Q1 		$23.7M Sell
47,850
-94,378
-66% -$48M 0.57% 21
2023
Q4 		$74.9M Buy
142,228
+111,659
+365% +$59.6M 0.92% 12
2023
Q3 		$15.4M Buy
30,569
+8,310
+37% +$4.09M 0.48% 26
2023
Q2 		$10.7M Sell
22,259
-22,303
-50% -$10.9M 0.36% 27
2023
Q1 		$21.1M Buy
44,562
+20,478
+85% +$9.88M 0.67% 12
2022
Q4 		$12.8M Sell
24,084
-84,033
-78% -$44.5M 0.53% 18
2022
Q3 		$54.6M Buy
108,117
+23,986
+29% +$12.6M 0.89% 12
2022
Q2 		$43.2M Sell
84,131
-87,590
-51% -$44M 0.97% 10
2022
Q1 		$87.6M Buy
171,721
+98,753
+135% +$47.6M 0.84% 13
2021
Q4 		$36.6M Buy
72,968
+32,528
+80% +$14.7M 0.63% 19
2021
Q3 		$15.8M Sell
40,440
-47,927
-54% -$19.9M 0.4% 24
2021
Q2 		$35.4M Sell
88,367
-49,148
-36% -$19.6M 0.92% 9
2021
Q1 		$51.2M Buy
137,515
+99,261
+259% +$34.4M 0.86% 12
2020
Q4 		$13.4M Buy
38,254
+8,828
+30% +$2.96M 0.41% 17
2020
Q3 		$9.17M Sell
29,426
-21,709
-42% -$6.67M 0.1% 26
2020
Q2 		$15.1M Buy
51,135
+7,737
+18% +$2.22M 0.62% 11
2020
Q1 		$10.8M Buy
+43,398
New +$11.9M 0.66% 17
2019
Q4 		– Sell
-13,752
Closed -$2.99M – 4394
2019
Q3 		$2.99M Buy
13,752
+5,541
+67% +$1.34M 0.2% 74
2019
Q2 		$2M Sell
8,211
-11,513
-58% -$2.77M 0.14% 114
2019
Q1 		$4.88M Buy
19,724
+13,770
+231% +$3.51M 0.3% 34
2018
Q4 		$1.48M Sell
5,954
-23,178
-80% -$6.12M 0.11% 188
2018
Q3 		$7.75M Sell
29,132
-26,142
-47% -$6.8M 0.57% 21
2018
Q2 		$13.6M Buy
55,274
+20,851
+61% +$5.01M 0.76% 14
2018
Q1 		$7.37M Buy
34,423
+10,299
+43% +$2.35M 0.63% 16
2017
Q4 		$5.32M Buy
24,124
+19,981
+482% +$4.23M 0.69% 19
2017
Q3 		$812K Sell
4,143
-2,068
-33% -$400K 0.07% 166
2017
Q2 		$1.15M Buy
6,211
+6,055
+3,881% +$1.06M 0.13% 126
2017
Q1 		$26K Sell
156
-34,528
-100% -$5.65M ﹤0.01% 1123
2016
Q4 		$5.55M Buy
34,684
+31,193
+894% +$4.66M 0.6% 23
2016
Q3 		$489K Buy
3,491
+3,413
+4,376% +$478K 0.05% 168
2016
Q2 		$11K Sell
78
-5,990
-99% -$799K ﹤0.01% 2749
2016
Q1 		$782K Buy
6,068
+5,868
+2,934% +$694K 0.12% 135
2015
Q4 		$24K Buy
+200
New +$23.4K ﹤0.01% 1119
2015
Q3 		– Sell
-165
Closed -$20K – 4792
2015
Q2 		$20K Sell
165
-316
-66% -$37.4K ﹤0.01% 2109
2015
Q1 		$57K Sell
481
-455
-49% -$50.5K 0.01% 1367
2014
Q4 		$95K Sell
936
-13,533
-94% -$1.28M 0.01% 710
2014
Q3 		$1.25M Buy
14,469
+14,267
+7,063% +$1.21M 0.14% 137
2014
Q2 		$17K Sell
202
-17,861
-99% -$1.41M ﹤0.01% 1943
2014
Q1 		$1.48M Buy
18,063
+10,201
+130% +$768K 0.19% 95
2013
Q4 		$592K Buy
7,862
+7,318
+1,345% +$526K 0.1% 150
2013
Q3 		$39K Sell
544
-3,694
-87% -$264K ﹤0.01% 2143
2013
Q2 		$278K Buy
+4,238
New +$264K 0.02% 188

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

Tower Research Capital (TRC)'s UNH Position: Q1 2026 in Review

Tower Research Capital (TRC) reduced its UnitedHealth (UNH) stake by 41% in Q1 2026, selling an estimated $5.74M and leaving 27,308 shares worth $7.39M. The position accounts for 0.19% of the portfolio, ranked #92.

Tower Research Capital (TRC) first reported a position in UNH in Q2 2013 and has held it in 50 quarters since. The position peaked at $87.6M in Q1 2022. 3,024 funds tracked by Wall St. Rank hold UNH as of Q1 2026.

  • Tower Research Capital (TRC) held 27,308 shares of UnitedHealth worth $7.39M as of Q1 2026.
  • Tower Research Capital (TRC) sold 19,278 UnitedHealth shares in Q1 2026, an estimated $5.74M.
  • UnitedHealth made up 0.19% of Tower Research Capital (TRC)'s portfolio in Q1 2026, its #92 holding.
  • Tower Research Capital (TRC) first reported a position in UnitedHealth in Q2 2013 and has held it in 50 quarters since.
  • Tower Research Capital (TRC)'s UnitedHealth position peaked at $87.6M in Q1 2022.
  • 3,024 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.

Based on Tower Research Capital (TRC)'s 13F filing for Q1 2026, filed 15 May 2026.