TSG Advice Partners’s UnitedHealth UNH Stock Holding History

TSG Advice Partners’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	-672	Closed	-$222K	–	139
2025 Q4	$222K	Buy	+672	New	+$228K	0.03%	108

Other funds holding UNH

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

TSG Advice Partners's UNH Position: Q1 2026 in Review

TSG Advice Partners sold out of UnitedHealth (UNH) in Q1 2026, closing a stake of 672 shares — an estimated $222K sold.

TSG Advice Partners first reported a position in UNH in Q4 2025 and held it in 1 quarter. The position peaked at $222K in Q4 2025. 3,052 funds tracked by Wall St. Rank hold UNH as of Q1 2026.

TSG Advice Partners reported no remaining UnitedHealth position as of Q1 2026 after selling out during the quarter.
TSG Advice Partners sold 672 UnitedHealth shares in Q1 2026, an estimated $222K.
TSG Advice Partners first reported a position in UnitedHealth in Q4 2025 and held it in 1 quarter.
TSG Advice Partners's UnitedHealth position peaked at $222K in Q4 2025.
3,052 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.

Based on TSG Advice Partners's 13F filing for Q1 2026, filed 24 Apr 2026.