TWD
UNH icon

True Wealth Design’s UnitedHealth UNH Stock Holding History

True Wealth Design’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 		$296K Buy
712
+152
+27% +$56.3K 0.07% 70
2026
Q1 		$152K Buy
560
+153
+38% +$45.6K 0.04% 128
2025
Q4 		$135K Sell
407
-107
-21% -$36.3K 0.04% 135
2025
Q3 		$178K Buy
514
+150
+41% +$45.4K 0.05% 78
2025
Q2 		$113K Buy
364
+177
+95% +$67.6K 0.04% 92
2025
Q1 		$98K Buy
187
+45
+32% +$23K 0.04% 95
2024
Q4 		$71.7K Sell
142
-65
-31% -$36.9K 0.03% 106
2024
Q3 		$121K Buy
207
+157
+314% +$88.8K 0.05% 49
2024
Q2 		$25.5K Hold
50
– – 0.01% 201
2024
Q1 		$24.7K Sell
50
-8
-14% -$4.07K 0.01% 200
2023
Q4 		$30.5K Buy
+58
New +$30.9K 0.01% 180

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

True Wealth Design's UNH Position: Q2 2026 in Review

True Wealth Design increased its UnitedHealth (UNH) stake by 27% in Q2 2026, buying an estimated $56.3K and bringing the position to 712 shares worth $296K. The position accounts for 0.07% of the portfolio, ranked #70.

True Wealth Design first reported a position in UNH in Q4 2023 and has held it in 11 quarters since. 1,733 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • True Wealth Design held 712 shares of UnitedHealth worth $296K as of Q2 2026.
  • True Wealth Design bought 152 UnitedHealth shares in Q2 2026, an estimated $56.3K.
  • UnitedHealth made up 0.07% of True Wealth Design's portfolio in Q2 2026, its #70 holding.
  • True Wealth Design first reported a position in UnitedHealth in Q4 2023 and has held it in 11 quarters since.
  • 1,733 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.