TWM
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Tradition Wealth Management’s UnitedHealth UNH Stock Holding History

Tradition Wealth 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
Q1 		$4.69M Sell
17,336
-657
-4% -$196K 0.33% 71
2025
Q4 		$5.94M Sell
17,993
-1,273
-7% -$431K 0.43% 62
2025
Q3 		$6.65M Buy
19,266
+1,764
+10% +$534K 0.49% 55
2025
Q2 		$5.46M Buy
17,502
+1,268
+8% +$485K 0.44% 59
2025
Q1 		$8.5M Buy
16,234
+24
+0.1% +$12.3K 0.75% 35
2024
Q4 		$8.2M Sell
16,210
-186
-1% -$106K 0.72% 37
2024
Q3 		$9.59M Sell
16,396
-384
-2% -$217K 0.85% 31
2024
Q2 		$8.55M Buy
16,780
+154
+0.9% +$75.5K 0.83% 32
2024
Q1 		$8.22M Buy
16,626
+558
+3% +$284K 0.83% 33
2023
Q4 		$8.46M Sell
16,068
-573
-3% -$306K 0.89% 31
2023
Q3 		$8.39M Buy
16,641
+378
+2% +$186K 1% 27
2023
Q2 		$7.82M Buy
16,263
+1,014
+7% +$496K 0.91% 27
2023
Q1 		$7.21M Buy
15,249
+2,789
+22% +$1.35M 0.9% 28
2022
Q4 		$6.61M Sell
12,460
-1,010
-7% -$535K 0.93% 29
2022
Q3 		$6.8M Buy
13,470
+615
+5% +$323K 1.02% 27
2022
Q2 		$6.6M Buy
12,855
+255
+2% +$128K 0.96% 29
2022
Q1 		$6.42M Buy
12,600
+178
+1% +$85.8K 0.82% 35
2021
Q4 		$6.24M Buy
12,422
+79
+0.6% +$35.8K 0.78% 37
2021
Q3 		$4.82M Buy
12,343
+469
+4% +$194K 0.69% 40
2021
Q2 		$4.75M Buy
11,874
+1,103
+10% +$440K 0.71% 41
2021
Q1 		$4.01M Buy
10,771
+765
+8% +$265K 0.69% 45
2020
Q4 		$3.51M Buy
+10,006
New +$3.35M 0.68% 43

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

Tradition Wealth Management's UNH Position: Q1 2026 in Review

Tradition Wealth Management reduced its UnitedHealth (UNH) stake by 3.7% in Q1 2026, selling an estimated $196K and leaving 17,336 shares worth $4.69M. The position accounts for 0.33% of the portfolio, ranked #71.

Tradition Wealth Management first reported a position in UNH in Q4 2020 and has held it in 22 quarters since. The position peaked at $9.59M in Q3 2024. 3,024 funds tracked by Wall St. Rank hold UNH as of Q1 2026.

  • Tradition Wealth Management held 17,336 shares of UnitedHealth worth $4.69M as of Q1 2026.
  • Tradition Wealth Management sold 657 UnitedHealth shares in Q1 2026, an estimated $196K.
  • UnitedHealth made up 0.33% of Tradition Wealth Management's portfolio in Q1 2026, its #71 holding.
  • Tradition Wealth Management first reported a position in UnitedHealth in Q4 2020 and has held it in 22 quarters since.
  • Tradition Wealth Management's UnitedHealth position peaked at $9.59M in Q3 2024.
  • 3,024 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.

Based on Tradition Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.