TWM
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TRB Wealth Management’s UnitedHealth UNH Stock Holding History

TRB 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
Q2 		$1.3M Buy
3,137
+1,189
+61% +$441K 0.17% 70
2026
Q1 		$527K Buy
+1,948
New +$580K 0.07% 139

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

TRB Wealth Management's UNH Position: Q2 2026 in Review

TRB Wealth Management increased its UnitedHealth (UNH) stake by 61% in Q2 2026, buying an estimated $441K and bringing the position to 3,137 shares worth $1.3M. The position accounts for 0.17% of the portfolio, ranked #70.

TRB Wealth Management first reported a position in UNH in Q1 2026 and has held it in 2 quarters since. 3,359 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • TRB Wealth Management held 3,137 shares of UnitedHealth worth $1.3M as of Q2 2026.
  • TRB Wealth Management bought 1,189 UnitedHealth shares in Q2 2026, an estimated $441K.
  • UnitedHealth made up 0.17% of TRB Wealth Management's portfolio in Q2 2026, its #70 holding.
  • TRB Wealth Management first reported a position in UnitedHealth in Q1 2026 and has held it in 2 quarters since.
  • 3,359 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on TRB Wealth Management's 13F filing for Q2 2026, filed 12 Aug 2026.