Trueblood Wealth Management’s UnitedHealth UNH Stock Holding History

Trueblood 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	$623K	Buy	1,499 +30	+2%	+$11.1K	0.22%	133
2026 Q1	$397K	Sell	1,469 -1,080	-42%	-$322K	0.16%	173
2025 Q4	$841K	Sell	2,549 -320	-11%	-$108K	0.33%	96
2025 Q3	$991K	Sell	2,869 -62	-2%	-$18.8K	0.39%	90
2025 Q2	$914K	Sell	2,931 -1,482	-34%	-$566K	0.38%	87
2025 Q1	$2.31M	Buy	4,413 +16	+0.4%	+$8.18K	1.07%	14
2024 Q4	$2.22M	Sell	4,397 -58	-1%	-$33K	1.1%	15
2024 Q3	$2.6M	Sell	4,455 -39	-0.9%	-$22.1K	1.31%	8
2024 Q2	$2.29M	Sell	4,494 -247	-5%	-$121K	1.29%	8
2024 Q1	$2.35M	Sell	4,741 -484	-9%	-$246K	1.34%	7
2023 Q4	$2.75M	Buy	+5,225	New	+$2.79M	1.73%	5

Other funds holding UNH

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

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

Trueblood Wealth Management increased its UnitedHealth (UNH) stake by 2% in Q2 2026, buying an estimated $11.1K and bringing the position to 1,499 shares worth $623K. The position accounts for 0.22% of the portfolio, ranked #133.

Trueblood Wealth Management first reported a position in UNH in Q4 2023 and has held it in 11 quarters since. The position peaked at $2.75M in Q4 2023. 3,367 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

Trueblood Wealth Management held 1,499 shares of UnitedHealth worth $623K as of Q2 2026.
Trueblood Wealth Management bought 30 UnitedHealth shares in Q2 2026, an estimated $11.1K.
UnitedHealth made up 0.22% of Trueblood Wealth Management's portfolio in Q2 2026, its #133 holding.
Trueblood Wealth Management first reported a position in UnitedHealth in Q4 2023 and has held it in 11 quarters since.
Trueblood Wealth Management's UnitedHealth position peaked at $2.75M in Q4 2023.
3,367 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Trueblood Wealth Management's 13F filing for Q2 2026, filed 27 Jul 2026.