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TruWealth Advisors’s UnitedHealth UNH Stock Holding History

TruWealth 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
Q1 		– Sell
-725
Closed -$239K – 193
2025
Q4 		$239K Hold
725
– – 0.01% 161
2025
Q3 		$250K Buy
+725
New +$219K 0.01% 161
2025
Q2 		– Sell
-497
Closed -$260K – 179
2025
Q1 		$260K Sell
497
-9
-2% -$4.6K 0.02% 135
2024
Q4 		$256K Sell
506
-58
-10% -$33K 0.02% 137
2024
Q3 		$330K Sell
564
-51
-8% -$28.8K 0.02% 120
2024
Q2 		$313K Sell
615
-24,005
-98% -$11.8M 0.02% 128
2024
Q1 		$12.2M Sell
24,620
-10,145
-29% -$5.16M 0.85% 37
2023
Q4 		$18.3M Sell
34,765
-239
-0.7% -$127K 1.4% 24
2023
Q3 		$17.6M Buy
35,004
+859
+3% +$423K 1.52% 23
2023
Q2 		$16.4M Buy
34,145
+496
+1% +$243K 1.41% 25
2023
Q1 		$15.9M Buy
33,649
+1,877
+6% +$906K 1.46% 22
2022
Q4 		$16.8M Buy
31,772
+229
+0.7% +$121K 1.64% 16
2022
Q3 		$15.9M Buy
31,543
+799
+3% +$420K 1.69% 17
2022
Q2 		$15.8M Buy
30,744
+6,425
+26% +$3.23M 1.69% 17
2022
Q1 		$12.4M Sell
24,319
-1,226
-5% -$591K 1.29% 22
2021
Q4 		$12.8M Buy
25,545
+775
+3% +$351K 1.3% 21
2021
Q3 		$9.68M Buy
24,770
+269
+1% +$111K 1.08% 27
2021
Q2 		$9.81M Buy
24,501
+686
+3% +$274K 1.15% 24
2021
Q1 		$8.86M Buy
23,815
+1,376
+6% +$477K 1.2% 22
2020
Q4 		$7.87M Buy
+22,439
New +$7.52M 1.17% 24

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

TruWealth Advisors's UNH Position: Q1 2026 in Review

TruWealth Advisors sold out of UnitedHealth (UNH) in Q1 2026, closing a stake of 725 shares — an estimated $239K sold.

TruWealth Advisors first reported a position in UNH in Q4 2020 and held it in 20 quarters. The position peaked at $18.3M in Q4 2023. 3,021 funds tracked by Wall St. Rank hold UNH as of Q1 2026.

  • TruWealth Advisors reported no remaining UnitedHealth position as of Q1 2026 after selling out during the quarter.
  • TruWealth Advisors sold 725 UnitedHealth shares in Q1 2026, an estimated $239K.
  • TruWealth Advisors first reported a position in UnitedHealth in Q4 2020 and held it in 20 quarters.
  • TruWealth Advisors's UnitedHealth position peaked at $18.3M in Q4 2023.
  • 3,021 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.

Based on TruWealth Advisors's 13F filing for Q1 2026, filed 9 Apr 2026.