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Triad Wealth Partners’s UnitedHealth UNH Stock Holding History

Triad Wealth 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
Q2 		$2.01M Buy
4,843
+17
+0.4% +$6.3K 0.12% 120
2026
Q1 		$1.31M Buy
4,826
+489
+11% +$146K 0.1% 139
2025
Q4 		$1.43M Buy
4,337
+741
+21% +$251K 0.14% 115
2025
Q3 		$1.24M Buy
3,596
+1,005
+39% +$304K 0.16% 99
2025
Q2 		$808K Buy
2,591
+257
+11% +$98.2K 0.16% 101
2025
Q1 		$1.22M Sell
2,334
-34
-1% -$17.4K 0.38% 45
2024
Q4 		$1.2M Buy
+2,368
New +$1.35M 0.43% 45
2024
Q3 		– Sell
-1,695
Closed -$863K – 864
2024
Q2 		$863K Buy
1,695
+323
+24% +$158K 0.45% 27
2024
Q1 		$679K Buy
+1,372
New +$697K 0.52% 25

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

Triad Wealth Partners's UNH Position: Q2 2026 in Review

Triad Wealth Partners increased its UnitedHealth (UNH) stake by 0.35% in Q2 2026, buying an estimated $6.3K and bringing the position to 4,843 shares worth $2.01M. The position accounts for 0.12% of the portfolio, ranked #120.

Triad Wealth Partners first reported a position in UNH in Q1 2024 and has held it in 9 quarters since. 3,386 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • Triad Wealth Partners held 4,843 shares of UnitedHealth worth $2.01M as of Q2 2026.
  • Triad Wealth Partners bought 17 UnitedHealth shares in Q2 2026, an estimated $6.3K.
  • UnitedHealth made up 0.12% of Triad Wealth Partners's portfolio in Q2 2026, its #120 holding.
  • Triad Wealth Partners first reported a position in UnitedHealth in Q1 2024 and has held it in 9 quarters since.
  • 3,386 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Triad Wealth Partners's 13F filing for Q2 2026, filed 10 Aug 2026.