Triumph Capital Management’s UnitedHealth UNH Stock Holding History

Triumph Capital 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	$781K	Sell	1,878 -995	-35%	-$369K	0.14%	152
2026 Q1	$777K	Buy	2,873 +380	+15%	+$113K	0.16%	135
2025 Q4	$823K	Sell	2,493 -3,552	-59%	-$1.2M	0.18%	119
2025 Q3	$2.09M	Buy	6,045 +1,800	+42%	+$544K	0.56%	41
2025 Q2	$1.32M	Buy	+4,245	New	+$1.62M	0.4%	59
2024 Q4	–	Sell	-353	Closed	-$206K	–	297
2024 Q3	$206K	Buy	+353	New	+$200K	0.07%	250
2024 Q1	–	Sell	-527	Closed	-$278K	–	260
2023 Q4	$278K	Sell	527 -112	-18%	-$59.7K	0.12%	160
2023 Q3	$322K	Sell	639 -137	-18%	-$67.4K	0.15%	142
2023 Q2	$373K	Buy	776 +37	+5%	+$18.1K	0.17%	125
2023 Q1	$349K	Buy	739 +123	+20%	+$59.4K	0.18%	121
2022 Q4	$327K	Buy	616 +21	+4%	+$11.1K	0.18%	131
2022 Q3	$301K	Sell	595 -22	-4%	-$11.6K	0.16%	127
2022 Q2	$317K	Sell	617 -45	-7%	-$22.6K	0.17%	138
2022 Q1	$338K	Buy	662 +151	+30%	+$72.8K	0.15%	146
2021 Q4	$257K	Buy	+511	New	+$231K	0.11%	166

Other funds holding UNH

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

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 Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

Triumph Capital Management's UNH Position: Q2 2026 in Review

Triumph Capital Management reduced its UnitedHealth (UNH) stake by 35% in Q2 2026, selling an estimated $369K and leaving 1,878 shares worth $781K. The position accounts for 0.14% of the portfolio, ranked #152.

Triumph Capital Management first reported a position in UNH in Q4 2021 and has held it in 15 quarters since. The position peaked at $2.09M in Q3 2025. 1,855 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

Triumph Capital Management held 1,878 shares of UnitedHealth worth $781K as of Q2 2026.
Triumph Capital Management sold 995 UnitedHealth shares in Q2 2026, an estimated $369K.
UnitedHealth made up 0.14% of Triumph Capital Management's portfolio in Q2 2026, its #152 holding.
Triumph Capital Management first reported a position in UnitedHealth in Q4 2021 and has held it in 15 quarters since.
Triumph Capital Management's UnitedHealth position peaked at $2.09M in Q3 2025.
1,855 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

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