Tufton Capital Management’s UnitedHealth UNH Stock Holding History

Tufton Capital 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 Q2	$270K	Buy	+650	New	+$241K	0.05%	113
2014 Q2	–	Sell	-11,432	Closed	-$937K	–	123
2014 Q1	$937K	Sell	11,432 -420	-4%	-$31.6K	0.2%	89
2013 Q4	$892K	Sell	11,852 -315	-3%	-$22.6K	0.19%	90
2013 Q3	$871K	Sell	12,167 -3,685	-23%	-$264K	0.21%	90
2013 Q2	$1.04M	Buy	+15,852	New	+$986K	0.25%	81

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

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

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

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

Tufton Capital Management's UNH Position: Q2 2026 in Review

Tufton Capital Management opened a new position in UnitedHealth (UNH) in Q2 2026: 650 shares worth $270K. The stake represents 0.05% of the portfolio and ranks #113 among its holdings. This is a return to the name: Tufton Capital Management previously reported a position in UNH as recently as Q1 2014.

Tufton Capital Management first reported a position in UNH in Q2 2013 and has held it in 5 quarters since. The position peaked at $1.04M in Q2 2013. 3,386 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

Tufton Capital Management held 650 shares of UnitedHealth worth $270K as of Q2 2026.
UnitedHealth was a new Tufton Capital Management position in Q2 2026.
UnitedHealth made up 0.05% of Tufton Capital Management's portfolio in Q2 2026, its #113 holding.
Tufton Capital Management first reported a position in UnitedHealth in Q2 2013 and has held it in 5 quarters since.
Tufton Capital Management's UnitedHealth position peaked at $1.04M in Q2 2013.
3,386 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Tufton Capital Management's 13F filing for Q2 2026, filed 27 Jul 2026.