TAFW
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Tred Avon Family Wealth’s UnitedHealth UNH Stock Holding History

Tred Avon Family 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
Q1 		$429K Sell
1,584
-2,100
-57% -$625K 0.14% 186
2025
Q4 		$1.22M Hold
3,684
– – 0.4% 63
2025
Q3 		$1.27M Buy
+3,684
New +$1.11M 0.44% 55

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

Tred Avon Family Wealth's UNH Position: Q1 2026 in Review

Tred Avon Family Wealth reduced its UnitedHealth (UNH) stake by 57% in Q1 2026, selling an estimated $625K and leaving 1,584 shares worth $429K. The position accounts for 0.14% of the portfolio, ranked #186.

Tred Avon Family Wealth first reported a position in UNH in Q3 2025 and has held it in 3 quarters since. The position peaked at $1.27M in Q3 2025. 3,024 funds tracked by Wall St. Rank hold UNH as of Q1 2026.

  • Tred Avon Family Wealth held 1,584 shares of UnitedHealth worth $429K as of Q1 2026.
  • Tred Avon Family Wealth sold 2,100 UnitedHealth shares in Q1 2026, an estimated $625K.
  • UnitedHealth made up 0.14% of Tred Avon Family Wealth's portfolio in Q1 2026, its #186 holding.
  • Tred Avon Family Wealth first reported a position in UnitedHealth in Q3 2025 and has held it in 3 quarters since.
  • Tred Avon Family Wealth's UnitedHealth position peaked at $1.27M in Q3 2025.
  • 3,024 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.

Based on Tred Avon Family Wealth's 13F filing for Q1 2026, filed 22 Apr 2026.