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TrueMark Investments’s UnitedHealth UNH Stock Holding History

TrueMark Investments’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 		$16M Buy
38,459
+19,615
+104% +$7.27M 2% 14
2026
Q1 		$5.1M Buy
18,844
+8,379
+80% +$2.5M 0.99% 41
2025
Q4 		$3.45M Buy
+10,465
New +$3.55M 0.66% 47
2025
Q3 		– Sell
-29,515
Closed -$9.21M – 231
2025
Q2 		$9.21M Buy
29,515
+16,567
+128% +$6.33M 1.99% 6
2025
Q1 		$6.78M Buy
12,948
+2,688
+26% +$1.37M 1.78% 9
2024
Q4 		$5.19M Buy
10,260
+3,602
+54% +$2.05M 1.66% 17
2024
Q3 		$3.89M Buy
6,658
+612
+10% +$346K 1.25% 27
2024
Q2 		$3.08M Buy
6,046
+2,193
+57% +$1.07M 1.05% 35
2024
Q1 		$1.91M Sell
3,853
-2,410
-38% -$1.23M 1.75% 26
2023
Q4 		$3.3M Buy
+6,263
New +$3.34M 3.28% 1

Other funds holding UNH

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
PAM
PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

TrueMark Investments's UNH Position: Q2 2026 in Review

TrueMark Investments increased its UnitedHealth (UNH) stake by 104% in Q2 2026, buying an estimated $7.27M and bringing the position to 38,459 shares worth $16M. The position accounts for 2% of the portfolio, ranked #14.

TrueMark Investments first reported a position in UNH in Q4 2023 and has held it in 10 quarters since. 1,059 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • TrueMark Investments held 38,459 shares of UnitedHealth worth $16M as of Q2 2026.
  • TrueMark Investments bought 19,615 UnitedHealth shares in Q2 2026, an estimated $7.27M.
  • UnitedHealth made up 2% of TrueMark Investments's portfolio in Q2 2026, its #14 holding.
  • TrueMark Investments first reported a position in UnitedHealth in Q4 2023 and has held it in 10 quarters since.
  • 1,059 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on TrueMark Investments's 13F filing for Q2 2026, filed 22 Jul 2026.