Tucker Asset Management’s UnitedHealth UNH Stock Holding History

Tucker 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 Q1	–	Sell	-287	Closed	-$94.7K	–	992
2025 Q4	$94.7K	Buy	+287	New	+$97.3K	0.03%	200
2025 Q1	–	Sell	-69	Closed	-$34.9K	–	895
2024 Q4	$34.9K	Buy	69 +3	+5%	+$1.71K	﹤0.01%	425
2024 Q3	$38.6K	Hold	66	–	–	0.01%	385
2024 Q2	$33.6K	Sell	66 -14	-18%	-$6.86K	0.01%	476
2024 Q1	$39.6K	Sell	80 -4	-5%	-$2.03K	0.01%	507
2023 Q4	$44.2K	Sell	84 -7	-8%	-$3.73K	0.01%	363
2023 Q3	$45.9K	Sell	91 -210	-70%	-$103K	0.01%	345
2023 Q2	$145K	Buy	301 +199	+195%	+$97.3K	0.04%	132
2023 Q1	$48.2K	Buy	102 +38	+59%	+$18.3K	0.01%	252
2022 Q4	$33.9K	Hold	64	–	–	0.01%	190
2022 Q3	$35.5K	Hold	64	–	–	0.01%	171
2022 Q2	$32.9K	Hold	64	–	–	0.01%	126
2022 Q1	$32.6K	Buy	64 +20	+45%	+$9.65K	0.01%	113
2021 Q4	$22.2K	Buy	+44	New	+$19.9K	0.01%	146
2021 Q3	–	Sell	-57	Closed	-$22.8K	–	400
2021 Q2	$22.8K	Buy	+57	New	+$22.7K	0.01%	118

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 $3.37T AUM 44.26% 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

Tucker Asset Management's UNH Position: Q1 2026 in Review

Tucker Asset Management sold out of UnitedHealth (UNH) in Q1 2026, closing a stake of 287 shares — an estimated $94.7K sold.

Tucker Asset Management first reported a position in UNH in Q2 2021 and held it in 15 quarters. The position peaked at $145K in Q2 2023. 3,047 funds tracked by Wall St. Rank hold UNH as of Q1 2026.

Tucker Asset Management reported no remaining UnitedHealth position as of Q1 2026 after selling out during the quarter.
Tucker Asset Management sold 287 UnitedHealth shares in Q1 2026, an estimated $94.7K.
Tucker Asset Management first reported a position in UnitedHealth in Q2 2021 and held it in 15 quarters.
Tucker Asset Management's UnitedHealth position peaked at $145K in Q2 2023.
3,047 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.

Based on Tucker Asset Management's 13F filing for Q1 2026, filed 27 Aug 2026.