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True Link Financial Advisors’s UnitedHealth UNH Stock Holding History

True Link Financial 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 		– Sell
-267
Closed -$72.2K – 381
2026
Q1 		$72.2K Buy
+267
New +$79.5K ﹤0.01% 183
2022
Q1 		– Sell
-101
Closed -$51K – 267
2021
Q4 		$51K Sell
101
-17
-14% -$7.7K 0.01% 474
2021
Q3 		$46K Hold
118
– – 0.01% 486
2021
Q2 		$47K Buy
118
+68
+136% +$27.1K 0.01% 438
2021
Q1 		$19K Hold
50
– – ﹤0.01% 574
2020
Q4 		$18K Buy
+50
New +$16.8K ﹤0.01% 620

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

True Link Financial Advisors's UNH Position: Q2 2026 in Review

True Link Financial Advisors sold out of UnitedHealth (UNH) in Q2 2026, closing a stake of 267 shares — an estimated $72.2K sold.

True Link Financial Advisors first reported a position in UNH in Q4 2020 and held it in 6 quarters. The position peaked at $72.2K in Q1 2026. 3,394 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • True Link Financial Advisors reported no remaining UnitedHealth position as of Q2 2026 after selling out during the quarter.
  • True Link Financial Advisors sold 267 UnitedHealth shares in Q2 2026, an estimated $72.2K.
  • True Link Financial Advisors first reported a position in UnitedHealth in Q4 2020 and held it in 6 quarters.
  • True Link Financial Advisors's UnitedHealth position peaked at $72.2K in Q1 2026.
  • 3,394 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on True Link Financial Advisors's 13F filing for Q2 2026, filed 31 Jul 2026.