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Traphagen Investment Advisors’s UnitedHealth UNH Stock Holding History

Traphagen Investment Advisors’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 		$201K Buy
+483
New +$179K 0.01% 209
2026
Q1 		– Sell
-1,039
Closed -$343K – 214
2025
Q4 		$343K Sell
1,039
-136
-12% -$46.1K 0.03% 145
2025
Q3 		$406K Sell
1,175
-231
-16% -$69.9K 0.03% 131
2025
Q2 		$439K Buy
1,406
+238
+20% +$91K 0.04% 126
2025
Q1 		$612K Sell
1,168
-4
-0.3% -$2.04K 0.06% 99
2024
Q4 		$593K Buy
1,172
+167
+17% +$94.9K 0.06% 101
2024
Q3 		$588K Buy
1,005
+7
+0.7% +$3.96K 0.06% 98
2024
Q2 		$508K Sell
998
-7
-0.7% -$3.43K 0.06% 102
2024
Q1 		$497K Sell
1,005
-45
-4% -$22.9K 0.05% 104
2023
Q4 		$553K Buy
1,050
+193
+23% +$103K 0.06% 92
2023
Q3 		$432K Sell
857
-21
-2% -$10.3K 0.05% 97
2023
Q2 		$422K Buy
878
+11
+1% +$5.38K 0.05% 100
2023
Q1 		$410K Buy
867
+83
+11% +$40.1K 0.06% 98
2022
Q4 		$416K Buy
784
+24
+3% +$12.7K 0.07% 91
2022
Q3 		$384K Sell
760
-27
-3% -$14.2K 0.07% 82
2022
Q2 		$404K Buy
787
+66
+9% +$33.1K 0.07% 84
2022
Q1 		$367K Buy
721
+59
+9% +$28.5K 0.06% 93
2021
Q4 		$332K Buy
+662
New +$300K 0.05% 105

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

Traphagen Investment Advisors's UNH Position: Q2 2026 in Review

Traphagen Investment Advisors opened a new position in UnitedHealth (UNH) in Q2 2026: 483 shares worth $201K. The stake represents 0.01% of the portfolio and ranks #209 among its holdings. This is a return to the name: Traphagen Investment Advisors previously reported a position in UNH as recently as Q4 2025.

Traphagen Investment Advisors first reported a position in UNH in Q4 2021 and has held it in 18 quarters since. The position peaked at $612K in Q1 2025. 3,394 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • Traphagen Investment Advisors held 483 shares of UnitedHealth worth $201K as of Q2 2026.
  • UnitedHealth was a new Traphagen Investment Advisors position in Q2 2026.
  • UnitedHealth made up 0.01% of Traphagen Investment Advisors's portfolio in Q2 2026, its #209 holding.
  • Traphagen Investment Advisors first reported a position in UnitedHealth in Q4 2021 and has held it in 18 quarters since.
  • Traphagen Investment Advisors's UnitedHealth position peaked at $612K in Q1 2025.
  • 3,394 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Traphagen Investment Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.