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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
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Truvestments Capital's UNH Position: Q1 2026 in Review

Truvestments Capital increased its UnitedHealth (UNH) stake by 227% in Q1 2026, buying an estimated $146K and bringing the position to 707 shares worth $191K. The position accounts for 0.03% of the portfolio, ranked #314.

Truvestments Capital first reported a position in UNH in Q3 2018 and has held it in 24 quarters since. The position peaked at $346K in Q3 2024. 3,024 funds tracked by Wall St. Rank hold UNH as of Q1 2026.

  • Truvestments Capital held 707 shares of UnitedHealth worth $191K as of Q1 2026.
  • Truvestments Capital bought 491 UnitedHealth shares in Q1 2026, an estimated $146K.
  • UnitedHealth made up 0.03% of Truvestments Capital's portfolio in Q1 2026, its #314 holding.
  • Truvestments Capital first reported a position in UnitedHealth in Q3 2018 and has held it in 24 quarters since.
  • Truvestments Capital's UnitedHealth position peaked at $346K in Q3 2024.
  • 3,024 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.

Based on Truvestments Capital's 13F filing for Q1 2026, filed 13 May 2026.