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Trilogy Capital’s UnitedHealth UNH Stock Holding History

Trilogy Capital’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 		$5M Buy
12,033
+10,812
+886% +$4.01M 0.19% 88
2026
Q1 		$330K Buy
1,221
+411
+51% +$122K 0.01% 309
2025
Q4 		$267K Buy
810
+129
+19% +$43.7K 0.01% 332
2025
Q3 		$235K Buy
+681
New +$206K 0.01% 352
2025
Q2 		– Sell
-695
Closed -$364K – 378
2025
Q1 		$364K Sell
695
-116
-14% -$59.3K 0.02% 256
2024
Q4 		$410K Sell
811
-46
-5% -$26.1K 0.02% 246
2024
Q3 		$501K Buy
857
+51
+6% +$28.8K 0.03% 223
2024
Q2 		$411K Buy
806
+335
+71% +$164K 0.02% 231
2024
Q1 		$233K Buy
+471
New +$239K 0.01% 274
2023
Q3 		– Sell
-506
Closed -$256K – 272
2023
Q2 		$256K Buy
506
+23
+5% +$11.2K 0.02% 246
2023
Q1 		$228K Buy
483
+13
+3% +$6.27K 0.02% 235
2022
Q4 		$249K Buy
+470
New +$249K 0.02% 231
2018
Q4 		– Sell
-126
Closed -$34K – 534
2018
Q3 		$34K Hold
126
– – ﹤0.01% 225
2018
Q2 		$31K Buy
126
+5
+4% +$1.2K ﹤0.01% 221
2018
Q1 		$26K Buy
+121
New +$27.6K ﹤0.01% 208

Other funds holding UNH

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
VAM
Veritas Asset Management London, United Kingdom $5.56B AUM 3.46% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

Trilogy Capital's UNH Position: Q2 2026 in Review

Trilogy Capital increased its UnitedHealth (UNH) stake by 886% in Q2 2026, buying an estimated $4.01M and bringing the position to 12,033 shares worth $5M. The position accounts for 0.19% of the portfolio, ranked #88.

Trilogy Capital first reported a position in UNH in Q1 2018 and has held it in 15 quarters since. 1,855 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • Trilogy Capital held 12,033 shares of UnitedHealth worth $5M as of Q2 2026.
  • Trilogy Capital bought 10,812 UnitedHealth shares in Q2 2026, an estimated $4.01M.
  • UnitedHealth made up 0.19% of Trilogy Capital's portfolio in Q2 2026, its #88 holding.
  • Trilogy Capital first reported a position in UnitedHealth in Q1 2018 and has held it in 15 quarters since.
  • 1,855 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Trilogy Capital's 13F filing for Q2 2026, filed 6 Jul 2026.