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TriaGen Wealth Management’s UnitedHealth UNH Stock Holding History

TriaGen 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 		$249K Buy
+598
New +$222K 0.06% 168
2026
Q1 		– Sell
-613
Closed -$202K – 200
2025
Q4 		$202K Sell
613
-335
-35% -$114K 0.05% 173
2025
Q3 		$327K Buy
+948
New +$287K 0.09% 153
2025
Q2 		– Sell
-414
Closed -$217K – 194
2025
Q1 		$217K Sell
414
-14
-3% -$7.16K 0.08% 153
2024
Q4 		$217K Hold
428
– – 0.07% 156
2024
Q3 		$250K Hold
428
– – 0.08% 154
2024
Q2 		$218K Hold
428
– – 0.08% 151
2024
Q1 		$212K Hold
428
– – 0.09% 153
2023
Q4 		$225K Sell
428
-100
-19% -$53.3K 0.11% 145
2023
Q3 		$266K Sell
528
-801
-60% -$394K 0.14% 123
2023
Q2 		$639K Sell
1,329
-59
-4% -$28.9K 0.29% 83
2023
Q1 		$656K Sell
1,388
-45
-3% -$21.7K 0.33% 75
2022
Q4 		$760K Buy
1,433
+47
+3% +$24.9K 0.42% 66
2022
Q3 		$700K Buy
1,386
+862
+165% +$453K 0.39% 69
2022
Q2 		$269K Sell
524
-4,203
-89% -$2.11M 0.19% 118
2022
Q1 		$2.41M Sell
4,727
-450
-9% -$217K 1.25% 17
2021
Q4 		$2.6M Hold
5,177
– – 1.28% 14
2021
Q3 		$2.02M Hold
5,177
– – 1.1% 19
2021
Q2 		$2.13M Sell
5,177
-18
-0.3% -$7.18K 1.1% 17
2021
Q1 		$1.93M Sell
5,195
-105
-2% -$36.4K 1.11% 27
2020
Q4 		$1.86M Buy
+5,300
New +$1.78M 1.09% 27

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

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

TriaGen Wealth Management opened a new position in UnitedHealth (UNH) in Q2 2026: 598 shares worth $249K. The stake represents 0.06% of the portfolio and ranks #168 among its holdings. This is a return to the name: TriaGen Wealth Management previously reported a position in UNH as recently as Q4 2025.

TriaGen Wealth Management first reported a position in UNH in Q4 2020 and has held it in 21 quarters since. The position peaked at $2.6M in Q4 2021. 3,378 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • TriaGen Wealth Management held 598 shares of UnitedHealth worth $249K as of Q2 2026.
  • UnitedHealth was a new TriaGen Wealth Management position in Q2 2026.
  • UnitedHealth made up 0.06% of TriaGen Wealth Management's portfolio in Q2 2026, its #168 holding.
  • TriaGen Wealth Management first reported a position in UnitedHealth in Q4 2020 and has held it in 21 quarters since.
  • TriaGen Wealth Management's UnitedHealth position peaked at $2.6M in Q4 2021.
  • 3,378 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on TriaGen Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.