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Tradewinds Capital Management’s UnitedHealth UNH Stock Holding History

Tradewinds Capital 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 		$103K Sell
247
-7
-3% -$2.6K 0.02% 159
2026
Q1 		$68.7K Sell
254
-56
-18% -$16.7K 0.01% 187
2025
Q4 		$102K Sell
310
-17
-5% -$5.76K 0.02% 155
2025
Q3 		$113K Buy
327
+82
+33% +$24.8K 0.03% 140
2025
Q2 		$76.4K Hold
245
– – 0.02% 159
2025
Q1 		$128K Sell
245
-2
-0.8% -$1.02K 0.03% 119
2024
Q4 		$125K Buy
247
+2
+0.8% +$1.14K 0.03% 132
2024
Q3 		$143K Sell
245
-31
-11% -$17.5K 0.04% 108
2024
Q2 		$141K Buy
276
+4
+1% +$1.96K 0.04% 97
2024
Q1 		$135K Buy
272
+34
+14% +$17.3K 0.04% 93
2023
Q4 		$125K Hold
238
– – 0.05% 68
2023
Q3 		$120K Hold
238
– – 0.04% 64
2023
Q2 		$114K Sell
238
-29
-11% -$14.2K 0.04% 73
2023
Q1 		$126K Sell
267
-49
-16% -$23.6K 0.04% 63
2022
Q4 		$168K Buy
316
+25
+9% +$13.2K 0.08% 45
2022
Q3 		$147K Hold
291
– – 0.06% 53
2022
Q2 		$149K Sell
291
-42
-13% -$21.1K 0.06% 50
2022
Q1 		$170K Buy
333
+5
+2% +$2.41K 0.03% 129
2021
Q4 		$165K Hold
328
– – 0.03% 139
2021
Q3 		$128K Buy
328
+6
+2% +$2.48K 0.02% 144
2021
Q2 		$129K Buy
322
+24
+8% +$9.57K 0.02% 147
2021
Q1 		$111K Buy
298
+15
+5% +$5.2K 0.02% 155
2020
Q4 		$99K Hold
283
– – 0.02% 159
2020
Q3 		$88K Sell
283
-5
-2% -$1.54K 0.02% 148
2020
Q2 		$85K Buy
288
+5
+2% +$1.43K 0.02% 147
2020
Q1 		$71K Hold
283
– – 0.02% 149
2019
Q4 		$83K Sell
283
-40
-12% -$10.5K 0.03% 152
2019
Q3 		$70K Buy
323
+40
+14% +$9.65K 0.03% 149
2019
Q2 		$69K Hold
283
– – 0.03% 147
2019
Q1 		$70K Buy
283
+2
+0.7% +$510 0.03% 165
2018
Q4 		$70K Sell
281
-25
-8% -$6.6K 0.03% 153
2018
Q3 		$81K Hold
306
– – 0.03% 161
2018
Q2 		$75K Buy
306
+69
+29% +$16.6K 0.03% 170
2018
Q1 		$51K Sell
237
-8
-3% -$1.83K 0.02% 206
2017
Q4 		$54K Hold
245
– – 0.03% 199
2017
Q3 		$48K Hold
245
– – 0.02% 206
2017
Q2 		$45K Buy
245
+8
+3% +$1.4K 0.02% 216
2017
Q1 		$39K Hold
237
– – 0.02% 227
2016
Q4 		$38K Sell
237
-36
-13% -$5.38K 0.03% 227
2016
Q3 		$38K Buy
273
+36
+15% +$5.04K 0.03% 226
2016
Q2 		$33K Hold
237
– – 0.02% 239
2016
Q1 		$31K Sell
237
-50
-17% -$5.92K 0.02% 280
2015
Q4 		$34K Sell
287
-150
-34% -$17.5K 0.02% 250
2015
Q3 		$51K Buy
437
+75
+21% +$8.98K 0.04% 205
2015
Q2 		$44K Buy
362
+60
+20% +$7.1K 0.03% 242
2015
Q1 		$36K Buy
302
+65
+27% +$7.22K 0.03% 240
2014
Q4 		$24K Sell
237
-174
-42% -$16.5K 0.02% 284
2014
Q3 		$35K Hold
411
– – 0.03% 242
2014
Q2 		$34K Sell
411
-1
-0.2% -$79 0.03% 250
2014
Q1 		$34K Hold
412
– – 0.03% 262
2013
Q4 		$31K Buy
+412
New +$29.6K 0.03% 256

Other funds holding UNH

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
VAM
Veritas Asset Management London, United Kingdom $5.56B AUM 3.46% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

Tradewinds Capital Management's UNH Position: Q2 2026 in Review

Tradewinds Capital Management reduced its UnitedHealth (UNH) stake by 2.8% in Q2 2026, selling an estimated $2.6K and leaving 247 shares worth $103K. The position accounts for 0.02% of the portfolio, ranked #159.

Tradewinds Capital Management first reported a position in UNH in Q4 2013 and has held it in 51 quarters since. The position peaked at $170K in Q1 2022. 1,733 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • Tradewinds Capital Management held 247 shares of UnitedHealth worth $103K as of Q2 2026.
  • Tradewinds Capital Management sold 7 UnitedHealth shares in Q2 2026, an estimated $2.6K.
  • UnitedHealth made up 0.02% of Tradewinds Capital Management's portfolio in Q2 2026, its #159 holding.
  • Tradewinds Capital Management first reported a position in UnitedHealth in Q4 2013 and has held it in 51 quarters since.
  • Tradewinds Capital Management's UnitedHealth position peaked at $170K in Q1 2022.
  • 1,733 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Tradewinds Capital Management's 13F filing for Q2 2026, filed 24 Jul 2026.