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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
Q3 		$216K Hold
588
– – 0.05% 229
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

MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
BTCPP
Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return
AIM
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
QPBE
Quintet Private Bank (Europe) Luxembourg $2.28B AUM 23.89% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
CA
CapWealth Advisors Franklin, Tennessee $1.32B AUM 21.6% 1-Year Est. Return
AMBIA
Allen Mooney & Barnes Investment Advisors Thomasville, Georgia $673M AUM 20.03% 1-Year Est. Return
VCM
Violich Capital Management San Francisco, California $927M AUM 28.93% 1-Year Est. Return
TFA
Toth Financial Advisory Leesburg, Virginia $1B AUM 19.18% 1-Year Est. Return

TrueWealth Advisors's UNH Position: Q3 2026 in Review

TrueWealth Advisors held its UnitedHealth (UNH) position steady in Q3 2026 at 588 shares worth $216K. The position accounts for 0.05% of the portfolio, ranked #229.

TrueWealth Advisors first reported a position in UNH in Q3 2023 and has held it in 9 quarters since. The position peaked at $463K in Q3 2025. 169 funds tracked by Wall St. Rank hold UNH as of Q3 2026.

  • TrueWealth Advisors held 588 shares of UnitedHealth worth $216K as of Q3 2026.
  • TrueWealth Advisors left its UnitedHealth share count unchanged in Q3 2026.
  • UnitedHealth made up 0.05% of TrueWealth Advisors's portfolio in Q3 2026, its #229 holding.
  • TrueWealth Advisors first reported a position in UnitedHealth in Q3 2023 and has held it in 9 quarters since.
  • TrueWealth Advisors's UnitedHealth position peaked at $463K in Q3 2025.
  • 169 funds tracked by Wall St. Rank held UnitedHealth as of Q3 2026.

Based on TrueWealth Advisors's 13F filing for Q3 2026, filed 9 Oct 2026.