Turtle Creek Wealth Advisors’s UnitedHealth UNH Stock Holding History

Turtle Creek Wealth 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 Q2	$9.06M	Buy	21,800 +2,992	+16%	+$1.11M	0.48%	53
2026 Q1	$5.09M	Buy	18,808 +1,807	+11%	+$538K	0.38%	66
2025 Q4	$5.61M	Buy	17,001 +2,127	+14%	+$721K	0.44%	61
2025 Q3	$5.14M	Sell	14,874 -8,324	-36%	-$2.52M	0.46%	61
2025 Q2	$7.24M	Buy	23,198 +13,707	+144%	+$5.24M	0.85%	34
2025 Q1	$4.97M	Buy	+9,491	New	+$4.85M	0.74%	47
2024 Q4	–	Sell	-2,139	Closed	-$1.25M	–	158
2024 Q3	$1.25M	Buy	2,139 +258	+14%	+$146K	0.25%	69
2024 Q2	$958K	Sell	1,881 -7,985	-81%	-$3.91M	0.22%	71
2024 Q1	$4.88M	Buy	9,866 +1,468	+17%	+$746K	1.2%	24
2023 Q4	$4.42M	Buy	+8,398	New	+$4.48M	1.3%	15

Other funds holding UNH

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

VAM

Veritas Asset Management London, United Kingdom $5.56B AUM 3.46% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

Turtle Creek Wealth Advisors's UNH Position: Q2 2026 in Review

Turtle Creek Wealth Advisors increased its UnitedHealth (UNH) stake by 16% in Q2 2026, buying an estimated $1.11M and bringing the position to 21,800 shares worth $9.06M. The position accounts for 0.48% of the portfolio, ranked #53.

Turtle Creek Wealth Advisors first reported a position in UNH in Q4 2023 and has held it in 10 quarters since. 1,725 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

Turtle Creek Wealth Advisors held 21,800 shares of UnitedHealth worth $9.06M as of Q2 2026.
Turtle Creek Wealth Advisors bought 2,992 UnitedHealth shares in Q2 2026, an estimated $1.11M.
UnitedHealth made up 0.48% of Turtle Creek Wealth Advisors's portfolio in Q2 2026, its #53 holding.
Turtle Creek Wealth Advisors first reported a position in UnitedHealth in Q4 2023 and has held it in 10 quarters since.
1,725 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Turtle Creek Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.