Trifecta Capital Advisors’s UnitedHealth UNH Stock Holding History

Trifecta Capital Advisors’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	$212K	Hold	785	–	–	0.03%	97
2025 Q4	$259K	Buy	785 +86	+12%	+$29.1K	0.04%	91
2025 Q3	$241K	Sell	699 -9,661	-93%	-$2.92M	0.04%	94
2025 Q2	$3.23M	Buy	10,360 +481	+5%	+$184K	0.54%	46
2025 Q1	$5.17M	Sell	9,879 -61	-0.6%	-$31.2K	1.08%	33
2024 Q4	$5.03M	Sell	9,940 -112	-1%	-$63.6K	0.99%	33
2024 Q3	$5.88M	Buy	10,052 +4	+0%	+$2.26K	1.23%	27
2024 Q2	$5.12M	Buy	10,048 +106	+1%	+$52K	1.13%	28
2024 Q1	$4.92M	Buy	9,942 +420	+4%	+$214K	1.2%	26
2023 Q4	$5.01M	Buy	9,522 +176	+2%	+$93.9K	1.39%	20
2023 Q3	$4.71M	Buy	9,346 +252	+3%	+$124K	1.51%	16
2023 Q2	$4.37M	Buy	9,094 +335	+4%	+$164K	1.41%	17
2023 Q1	$4.14M	Buy	8,759 +162	+2%	+$78.2K	1.46%	18
2022 Q4	$4.56M	Buy	+8,597	New	+$4.55M	1.82%	13

Other funds holding UNH

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Trifecta Capital Advisors's UNH Position: Q1 2026 in Review

Trifecta Capital Advisors held its UnitedHealth (UNH) position steady in Q1 2026 at 785 shares worth $212K. The position accounts for 0.03% of the portfolio, ranked #97.

Trifecta Capital Advisors first reported a position in UNH in Q4 2022 and has held it in 14 quarters since. The position peaked at $5.88M in Q3 2024. 3,024 funds tracked by Wall St. Rank hold UNH as of Q1 2026.

Trifecta Capital Advisors held 785 shares of UnitedHealth worth $212K as of Q1 2026.
Trifecta Capital Advisors left its UnitedHealth share count unchanged in Q1 2026.
UnitedHealth made up 0.03% of Trifecta Capital Advisors's portfolio in Q1 2026, its #97 holding.
Trifecta Capital Advisors first reported a position in UnitedHealth in Q4 2022 and has held it in 14 quarters since.
Trifecta Capital Advisors's UnitedHealth position peaked at $5.88M in Q3 2024.
3,024 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.

Based on Trifecta Capital Advisors's 13F filing for Q1 2026, filed 1 May 2026.