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Trust Asset Management’s UnitedHealth UNH Stock Holding History

Trust Asset 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 		$4.16M Sell
10,010
-200
-2% -$74.1K 0.26% 31
2026
Q1 		$2.76M Hold
10,210
– – 0.2% 36
2025
Q4 		$3.37M Sell
10,210
-390
-4% -$132K 0.23% 32
2025
Q3 		$3.66M Hold
10,600
– – 0.25% 28
2025
Q2 		$3.31M Hold
10,600
– – 0.25% 27
2025
Q1 		$5.55M Buy
10,600
+55
+0.5% +$28.1K 0.46% 20
2024
Q4 		$5.33M Hold
10,545
– – 0.42% 20
2024
Q3 		$6.17M Hold
10,545
– – 0.49% 19
2024
Q2 		$5.37M Hold
10,545
– – 0.45% 19
2024
Q1 		$5.22M Hold
10,545
– – 0.46% 20
2023
Q4 		$5.55M Sell
10,545
-396
-4% -$211K 0.54% 17
2023
Q3 		$5.52M Hold
10,941
– – 0.59% 16
2023
Q2 		$5.26M Hold
10,941
– – 0.55% 16
2023
Q1 		$5.17M Buy
10,941
+337
+3% +$163K 0.58% 16
2022
Q4 		$5.62M Hold
10,604
– – 0.7% 13
2022
Q3 		$5.36M Buy
10,604
+717
+7% +$377K 0.73% 14
2022
Q2 		$5.08M Buy
9,887
+427
+5% +$214K 0.71% 14
2022
Q1 		$4.82M Buy
9,460
+302
+3% +$146K 0.59% 16
2021
Q4 		$4.6M Hold
9,158
– – 0.57% 16
2021
Q3 		$3.58M Buy
9,158
+605
+7% +$251K 0.49% 20
2021
Q2 		$3.42M Buy
8,553
+928
+12% +$370K 0.46% 20
2021
Q1 		$2.84M Buy
7,625
+1,357
+22% +$470K 0.38% 22
2020
Q4 		$2.2M Buy
6,268
+1,458
+30% +$489K 0.33% 20
2020
Q3 		$1.5M Buy
4,810
+2,150
+81% +$660K 0.27% 23
2020
Q2 		$785K Buy
+2,660
New +$762K 0.15% 21

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
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
OIAM
OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return

Trust Asset Management's UNH Position: Q2 2026 in Review

Trust Asset Management reduced its UnitedHealth (UNH) stake by 2% in Q2 2026, selling an estimated $74.1K and leaving 10,010 shares worth $4.16M. The position accounts for 0.26% of the portfolio, ranked #31.

Trust Asset Management first reported a position in UNH in Q2 2020 and has held it in 25 quarters since. The position peaked at $6.17M in Q3 2024. 749 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • Trust Asset Management held 10,010 shares of UnitedHealth worth $4.16M as of Q2 2026.
  • Trust Asset Management sold 200 UnitedHealth shares in Q2 2026, an estimated $74.1K.
  • UnitedHealth made up 0.26% of Trust Asset Management's portfolio in Q2 2026, its #31 holding.
  • Trust Asset Management first reported a position in UnitedHealth in Q2 2020 and has held it in 25 quarters since.
  • Trust Asset Management's UnitedHealth position peaked at $6.17M in Q3 2024.
  • 749 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Trust Asset Management's 13F filing for Q2 2026, filed 7 Jul 2026.