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
Q2 		$670K Buy
1,612
+28
+2% +$10.4K 0.21% 146
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 $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

Tred Avon Family Wealth's UNH Position: Q2 2026 in Review

Tred Avon Family Wealth increased its UnitedHealth (UNH) stake by 1.8% in Q2 2026, buying an estimated $10.4K and bringing the position to 1,612 shares worth $670K. The position accounts for 0.21% of the portfolio, ranked #146.

Tred Avon Family Wealth first reported a position in UNH in Q3 2025 and has held it in 4 quarters since. The position peaked at $1.27M in Q3 2025. 3,395 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • Tred Avon Family Wealth held 1,612 shares of UnitedHealth worth $670K as of Q2 2026.
  • Tred Avon Family Wealth bought 28 UnitedHealth shares in Q2 2026, an estimated $10.4K.
  • UnitedHealth made up 0.21% of Tred Avon Family Wealth's portfolio in Q2 2026, its #146 holding.
  • Tred Avon Family Wealth first reported a position in UnitedHealth in Q3 2025 and has held it in 4 quarters since.
  • Tred Avon Family Wealth's UnitedHealth position peaked at $1.27M in Q3 2025.
  • 3,395 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Tred Avon Family Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.