TWM
UNH icon

Tripletail Wealth Management’s UnitedHealth UNH Stock Holding History

Tripletail 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 		$3.83K Hold
9
– – ﹤0.01% 252
2026
Q1 		$2.5K Hold
9
– – ﹤0.01% 245
2025
Q4 		$2.97K Hold
9
– – ﹤0.01% 245
2025
Q3 		$3.24K Buy
+9
New +$2.72K ﹤0.01% 303

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 $3.38T AUM 44.17% 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

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

Tripletail Wealth Management held its UnitedHealth (UNH) position steady in Q2 2026 at 9 shares worth $3.83K. The position accounts for ﹤0.01% of the portfolio, ranked #252.

Tripletail Wealth Management first reported a position in UNH in Q3 2025 and has held it in 4 quarters since. 3,394 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • Tripletail Wealth Management held 9 shares of UnitedHealth worth $3.83K as of Q2 2026.
  • Tripletail Wealth Management left its UnitedHealth share count unchanged in Q2 2026.
  • UnitedHealth made up ﹤0.01% of Tripletail Wealth Management's portfolio in Q2 2026, its #252 holding.
  • Tripletail Wealth Management first reported a position in UnitedHealth in Q3 2025 and has held it in 4 quarters since.
  • 3,394 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Tripletail Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.