Truist Financial
UNH icon

Truist Financial’s UnitedHealth UNH Stock Holding History

Truist Financial’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 		$457K Buy
+1,100
New +$408K ﹤0.01% 2259

Other funds holding UNH

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Truist Financial's UNH Position: Q2 2026 in Review

Truist Financial increased its UnitedHealth (UNH) stake by 1.5% in Q2 2026, buying an estimated $1.38M and bringing the position to 248,398 shares worth $103M. The position accounts for 0.12% of the portfolio, ranked #158.

Truist Financial first reported a position in UNH in Q2 2013 and has held it in 53 quarters since. The position peaked at $458M in Q2 2024. 3,378 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • Truist Financial held 248,398 shares of UnitedHealth worth $103M as of Q2 2026.
  • Truist Financial bought 3,727 UnitedHealth shares in Q2 2026, an estimated $1.38M.
  • UnitedHealth made up 0.12% of Truist Financial's portfolio in Q2 2026, its #158 holding.
  • Truist Financial first reported a position in UnitedHealth in Q2 2013 and has held it in 53 quarters since.
  • Truist Financial's UnitedHealth position peaked at $458M in Q2 2024.
  • 3,378 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Truist Financial's 13F filing for Q2 2026, filed 28 Jul 2026.