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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
Q2 		$329K Buy
791
+6
+0.8% +$2.22K 0.04% 87
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
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

Trifecta Capital Advisors's UNH Position: Q2 2026 in Review

Trifecta Capital Advisors increased its UnitedHealth (UNH) stake by 0.76% in Q2 2026, buying an estimated $2.22K and bringing the position to 791 shares worth $329K. The position accounts for 0.04% of the portfolio, ranked #87.

Trifecta Capital Advisors first reported a position in UNH in Q4 2022 and has held it in 15 quarters since. The position peaked at $5.88M in Q3 2024. 3,386 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • Trifecta Capital Advisors held 791 shares of UnitedHealth worth $329K as of Q2 2026.
  • Trifecta Capital Advisors bought 6 UnitedHealth shares in Q2 2026, an estimated $2.22K.
  • UnitedHealth made up 0.04% of Trifecta Capital Advisors's portfolio in Q2 2026, its #87 holding.
  • Trifecta Capital Advisors first reported a position in UnitedHealth in Q4 2022 and has held it in 15 quarters since.
  • Trifecta Capital Advisors's UnitedHealth position peaked at $5.88M in Q3 2024.
  • 3,386 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Trifecta Capital Advisors's 13F filing for Q2 2026, filed 3 Aug 2026.