TrueWealth Advisors’s UnitedHealth UNH Stock Holding History

TrueWealth 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	$244K	Sell	588 -191	-25%	-$70.8K	0.06%	219
2026 Q1	$211K	Buy	779 +18	+2%	+$5.36K	0.05%	228
2025 Q4	$251K	Sell	761 -581	-43%	-$197K	0.07%	209
2025 Q3	$463K	Sell	1,342 -22	-2%	-$6.65K	0.13%	139
2025 Q2	$426K	Buy	+1,364	New	+$521K	0.13%	142
2024 Q2	–	Sell	-506	Closed	-$251K	–	233
2024 Q1	$251K	Sell	506 -354	-41%	-$180K	0.1%	178
2023 Q4	$453K	Buy	860 +182	+27%	+$97.1K	0.18%	95
2023 Q3	$342K	Buy	+678	New	+$334K	0.14%	111

Other funds holding UNH

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

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

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

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

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

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

PAM

PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

TrueWealth Advisors's UNH Position: Q2 2026 in Review

TrueWealth Advisors reduced its UnitedHealth (UNH) stake by 25% in Q2 2026, selling an estimated $70.8K and leaving 588 shares worth $244K. The position accounts for 0.06% of the portfolio, ranked #219.

TrueWealth Advisors first reported a position in UNH in Q3 2023 and has held it in 8 quarters since. The position peaked at $463K in Q3 2025. 1,540 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

TrueWealth Advisors held 588 shares of UnitedHealth worth $244K as of Q2 2026.
TrueWealth Advisors sold 191 UnitedHealth shares in Q2 2026, an estimated $70.8K.
UnitedHealth made up 0.06% of TrueWealth Advisors's portfolio in Q2 2026, its #219 holding.
TrueWealth Advisors first reported a position in UnitedHealth in Q3 2023 and has held it in 8 quarters since.
TrueWealth Advisors's UnitedHealth position peaked at $463K in Q3 2025.
1,540 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on TrueWealth Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.