TC
UNH icon

Truvestments Capital’s UnitedHealth UNH Stock Holding History

Truvestments Capital’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 		$89.5K Sell
215
-492
-70% -$182K 0.01% 422
2026
Q1 		$191K Buy
707
+491
+227% +$146K 0.03% 314
2025
Q4 		$71.1K Buy
216
+7
+3% +$2.37K 0.01% 395
2025
Q3 		$72.2K Sell
209
-343
-62% -$104K 0.01% 390
2025
Q2 		$172K Sell
552
-84
-13% -$32.1K 0.03% 248
2025
Q1 		$333K Buy
636
+41
+7% +$21K 0.07% 185
2024
Q4 		$301K Buy
595
+4
+0.7% +$2.27K 0.08% 177
2024
Q3 		$346K Buy
591
+68
+13% +$38.5K 0.09% 159
2024
Q2 		$266K Buy
+523
New +$256K 0.11% 175
2023
Q4 		– Sell
-16
Closed -$8.07K – 818
2023
Q3 		$8.07K Hold
16
– – ﹤0.01% 466
2023
Q2 		$7.69K Hold
16
– – ﹤0.01% 477
2023
Q1 		$7.56K Sell
16
-6
-27% -$2.9K ﹤0.01% 464
2022
Q4 		$11.7K Buy
22
+6
+38% +$3.18K 0.01% 443
2022
Q3 		$8K Hold
16
– – 0.01% 436
2022
Q2 		$8K Buy
+16
New +$8.04K ﹤0.01% 440
2022
Q1 		– Sell
-16
Closed -$8K – 523
2021
Q4 		$8K Hold
16
– – ﹤0.01% 427
2021
Q3 		$6K Hold
16
– – ﹤0.01% 438
2021
Q2 		$6K Hold
16
– – ﹤0.01% 444
2021
Q1 		$6K Hold
16
– – ﹤0.01% 511
2020
Q4 		$5K Buy
+16
New +$5.36K ﹤0.01% 501
2020
Q3 		– Sell
-66
Closed -$19K – 539
2020
Q2 		$19K Buy
+66
New +$18.9K 0.02% 314
2019
Q4 		– Sell
-611
Closed -$133K – 557
2019
Q3 		$133K Hold
611
– – 0.09% 161
2019
Q2 		$149K Buy
611
+440
+257% +$106K 0.1% 156
2019
Q1 		$42K Buy
+171
New +$43.6K 0.03% 310
2018
Q3 		$5K Buy
+17
New +$4.42K ﹤0.01% 738

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 $3.38T AUM 44.17% 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

Truvestments Capital's UNH Position: Q2 2026 in Review

Truvestments Capital reduced its UnitedHealth (UNH) stake by 70% in Q2 2026, selling an estimated $182K and leaving 215 shares worth $89.5K. The position accounts for 0.01% of the portfolio, ranked #422.

Truvestments Capital first reported a position in UNH in Q3 2018 and has held it in 25 quarters since. The position peaked at $346K in Q3 2024. 3,394 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • Truvestments Capital held 215 shares of UnitedHealth worth $89.5K as of Q2 2026.
  • Truvestments Capital sold 492 UnitedHealth shares in Q2 2026, an estimated $182K.
  • UnitedHealth made up 0.01% of Truvestments Capital's portfolio in Q2 2026, its #422 holding.
  • Truvestments Capital first reported a position in UnitedHealth in Q3 2018 and has held it in 25 quarters since.
  • Truvestments Capital's UnitedHealth position peaked at $346K in Q3 2024.
  • 3,394 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Truvestments Capital's 13F filing for Q2 2026, filed 12 Aug 2026.