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Tranquility Partners’s UnitedHealth UNH Stock Holding History

Tranquility Partners’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
Q3 		$1.74M Sell
4,749
-28
-0.6% -$11.3K 0.6% 41
2026
Q2 		$1.99M Sell
4,777
-100
-2% -$37.1K 0.68% 38
2026
Q1 		$1.32M Sell
4,877
-166
-3% -$49.4K 0.5% 53
2025
Q4 		$1.66M Sell
5,043
-519
-9% -$176K 0.6% 42
2025
Q3 		$1.92M Sell
5,562
-3,053
-35% -$923K 0.65% 37
2025
Q2 		$2.69M Sell
8,615
-349
-4% -$133K 0.96% 21
2025
Q1 		$4.69M Buy
8,964
+177
+2% +$90.5K 1.81% 12
2024
Q4 		$4.46M Sell
8,787
-488
-5% -$277K 1.68% 14
2024
Q3 		$5.42M Sell
9,275
-41
-0.4% -$23.2K 1.97% 9
2024
Q2 		$4.75M Sell
9,316
-121
-1% -$59.3K 1.83% 11
2024
Q1 		$4.67M Sell
9,437
-10
-0.1% -$5.08K 1.8% 11
2023
Q4 		$4.97M Sell
9,447
-956
-9% -$510K 2.09% 6
2023
Q3 		$5.25M Buy
10,403
+832
+9% +$409K 2.25% 6
2023
Q2 		$4.6M Buy
9,571
+72
+0.8% +$35.2K 1.98% 8
2023
Q1 		$4.49M Buy
9,499
+54
+0.6% +$26.1K 2.14% 6
2022
Q4 		$5.01M Buy
9,445
+226
+2% +$120K 2.55% 5
2022
Q3 		$4.66M Buy
9,219
+3
+0% +$1.58K 2.59% 5
2022
Q2 		$4.73M Buy
9,216
+476
+5% +$239K 2.45% 4
2022
Q1 		$4.46M Buy
8,740
+162
+2% +$78.1K 2.09% 6
2021
Q4 		$4.31M Buy
8,578
+3
+0% +$1.36K 1.99% 8
2021
Q3 		$3.35M Buy
8,575
+100
+1% +$41.4K 1.7% 9
2021
Q2 		$3.39M Sell
8,475
-137
-2% -$54.6K 1.91% 10
2021
Q1 		$3.2M Sell
8,612
-77
-0.9% -$26.7K 1.99% 6
2020
Q4 		$3.05M Buy
8,689
+420
+5% +$141K 2.15% 5
2020
Q3 		$2.58M Sell
8,269
-192
-2% -$59K 2.19% 6
2020
Q2 		$2.5M Buy
8,461
+201
+2% +$57.6K 2.35% 5
2020
Q1 		$2.06M Buy
8,260
+286
+4% +$78.7K 2.37% 7
2019
Q4 		$2.34M Buy
7,974
+3,049
+62% +$798K 2.12% 7
2019
Q3 		$1.07M Sell
4,925
-566
-10% -$137K 1.13% 26
2019
Q2 		$1.34M Buy
+5,491
New +$1.32M 1.44% 18

Other funds holding UNH

Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
PineStone Asset Management
PineStone Asset Management Montreal, Quebec, Canada $15.4B AUM 14.92% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Sumitomo Mitsui DS Asset Management
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.8B AUM 30.39% 1-Year Est. Return
Cardano Risk Management
Cardano Risk Management Rotterdam, Netherlands $18.2B AUM 38.97% 1-Year Est. Return
Smead Capital Management
Smead Capital Management Phoenix, Arizona $4.71B AUM 32.07% 1-Year Est. Return
MN Services Vermogensbeheer
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return

Tranquility Partners's UNH Position: Q3 2026 in Review

Tranquility Partners reduced its UnitedHealth (UNH) stake by 0.59% in Q3 2026, selling an estimated $11.3K and leaving 4,749 shares worth $1.74M. The position accounts for 0.6% of the portfolio, ranked #41.

Tranquility Partners first reported a position in UNH in Q2 2019 and has held it in 30 quarters since. The position peaked at $5.42M in Q3 2024. 696 funds tracked by Wall St. Rank hold UNH as of Q3 2026.

  • Tranquility Partners held 4,749 shares of UnitedHealth worth $1.74M as of Q3 2026.
  • Tranquility Partners sold 28 UnitedHealth shares in Q3 2026, an estimated $11.3K.
  • UnitedHealth made up 0.6% of Tranquility Partners's portfolio in Q3 2026, its #41 holding.
  • Tranquility Partners first reported a position in UnitedHealth in Q2 2019 and has held it in 30 quarters since.
  • Tranquility Partners's UnitedHealth position peaked at $5.42M in Q3 2024.
  • 696 funds tracked by Wall St. Rank held UnitedHealth as of Q3 2026.

Based on Tranquility Partners's 13F filing for Q3 2026, filed 20 Oct 2026.