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Tradewinds LLC’s UnitedHealth UNH Stock Holding History

Tradewinds LLC’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 		$5.46M Sell
8,190
-3,540
-30% -$1.31M 1.23% 24
2026
Q1 		$4.33M Sell
11,730
-120
-1% -$35.7K 1.39% 23
2025
Q4 		$3.91M Sell
11,850
-193
-2% -$65.4K 0.93% 31
2025
Q3 		$4.16M Buy
+12,043
New +$3.64M 1.01% 30
2025
Q2 		– Sell
-13,271
Closed -$6.95M – 239
2025
Q1 		$6.95M Sell
13,271
-103
-0.8% -$52.7K 1.96% 15
2024
Q4 		$7.13M Sell
13,374
-606
-4% -$344K 1.98% 13
2024
Q3 		$8.17M Buy
13,980
+6
+0% +$3.39K 2.52% 9
2024
Q2 		$7.12M Sell
13,974
-12,294
-47% -$6.03M 2.19% 10
2024
Q1 		$13.1M Buy
+26,268
New +$13.4M 6.28% 2
2023
Q3 		$10.9M Sell
21,624
-72
-0.3% -$35.4K 6.4% 1
2023
Q2 		$10.4M Buy
21,696
+296
+1% +$145K 6.14% 2
2023
Q1 		$10.1M Buy
+21,400
New +$10.3M 6.13% 1
2022
Q4 		– Sell
-21,337
Closed -$10.8M – 200
2022
Q3 		$10.8M Buy
21,337
+54
+0.3% +$28.4K 7.83% 1
2022
Q2 		$10.9M Buy
+21,283
New +$10.7M 7.43% 1
2021
Q4 		$11.5M Buy
+21,767
New +$9.85M 13.53% 1

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

Tradewinds LLC's UNH Position: Q2 2026 in Review

Tradewinds LLC reduced its UnitedHealth (UNH) stake by 30% in Q2 2026, selling an estimated $1.31M and leaving 8,190 shares worth $5.46M. The position accounts for 1.23% of the portfolio, ranked #24.

Tradewinds LLC first reported a position in UNH in Q4 2021 and has held it in 15 quarters since. The position peaked at $13.1M in Q1 2024. 3,383 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • Tradewinds LLC held 8,190 shares of UnitedHealth worth $5.46M as of Q2 2026.
  • Tradewinds LLC sold 3,540 UnitedHealth shares in Q2 2026, an estimated $1.31M.
  • UnitedHealth made up 1.23% of Tradewinds LLC's portfolio in Q2 2026, its #24 holding.
  • Tradewinds LLC first reported a position in UnitedHealth in Q4 2021 and has held it in 15 quarters since.
  • Tradewinds LLC's UnitedHealth position peaked at $13.1M in Q1 2024.
  • 3,383 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Tradewinds LLC's 13F filing for Q2 2026, filed 14 Aug 2026.