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Trajan Wealth’s UnitedHealth UNH Stock Holding History

Trajan Wealth’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 		$33.1M Sell
79,527
-1,564
-2% -$580K 1.25% 23
2026
Q1 		$21.9M Sell
81,091
-2,194
-3% -$653K 0.89% 28
2025
Q4 		$27.5M Sell
83,285
-2,008
-2% -$680K 1.15% 22
2025
Q3 		$29.5M Buy
85,293
+21,609
+34% +$6.54M 1.27% 20
2025
Q2 		$19.9M Buy
63,684
+19,065
+43% +$7.29M 0.97% 26
2025
Q1 		$23.4M Buy
44,619
+5,572
+14% +$2.85M 1.28% 20
2024
Q4 		$19.8M Buy
39,047
+4,747
+14% +$2.7M 1.09% 22
2024
Q3 		$20.1M Sell
34,300
-19,245
-36% -$10.9M 1.18% 22
2024
Q2 		$27.3M Buy
53,545
+1,566
+3% +$768K 1.75% 12
2024
Q1 		$25.7M Buy
+51,979
New +$26.4M 1.74% 11

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 $3.38T AUM 44.17% 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

Trajan Wealth's UNH Position: Q2 2026 in Review

Trajan Wealth reduced its UnitedHealth (UNH) stake by 1.9% in Q2 2026, selling an estimated $580K and leaving 79,527 shares worth $33.1M. The position accounts for 1.25% of the portfolio, ranked #23.

Trajan Wealth first reported a position in UNH in Q1 2024 and has held it in 10 quarters since. 3,394 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • Trajan Wealth held 79,527 shares of UnitedHealth worth $33.1M as of Q2 2026.
  • Trajan Wealth sold 1,564 UnitedHealth shares in Q2 2026, an estimated $580K.
  • UnitedHealth made up 1.25% of Trajan Wealth's portfolio in Q2 2026, its #23 holding.
  • Trajan Wealth first reported a position in UnitedHealth in Q1 2024 and has held it in 10 quarters since.
  • 3,394 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Trajan Wealth's 13F filing for Q2 2026, filed 13 Aug 2026.