Twin Peaks Wealth Advisors’s UnitedHealth UNH Stock Holding History

Twin Peaks 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 Q1	$439K	Buy	1,621 +78	+5%	+$23.2K	0.11%	117
2025 Q4	$425K	Sell	1,543 -341	-18%	-$116K	0.12%	115
2025 Q3	$650K	Buy	1,884 +417	+28%	+$126K	0.22%	81
2025 Q2	$384K	Sell	1,467 -268	-15%	-$102K	0.12%	109
2025 Q1	$1.01M	Sell	1,735 -25	-1%	-$12.8K	0.46%	53
2024 Q4	$890K	Buy	1,760 +1,157	+192%	+$657K	0.38%	59
2024 Q3	$353K	Buy	603 +114	+23%	+$64.5K	0.16%	93
2024 Q2	$249K	Buy	+489	New	+$240K	0.12%	109
2024 Q1	–	Sell	-437	Closed	-$230K	–	134
2023 Q4	$230K	Buy	+437	New	+$233K	0.15%	107

Other funds holding UNH

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Twin Peaks Wealth Advisors's UNH Position: Q1 2026 in Review

Twin Peaks Wealth Advisors increased its UnitedHealth (UNH) stake by 5.1% in Q1 2026, buying an estimated $23.2K and bringing the position to 1,621 shares worth $439K. The position accounts for 0.11% of the portfolio, ranked #117.

Twin Peaks Wealth Advisors first reported a position in UNH in Q4 2023 and has held it in 9 quarters since. The position peaked at $1.01M in Q1 2025. 3,018 funds tracked by Wall St. Rank hold UNH as of Q1 2026.

Twin Peaks Wealth Advisors held 1,621 shares of UnitedHealth worth $439K as of Q1 2026.
Twin Peaks Wealth Advisors bought 78 UnitedHealth shares in Q1 2026, an estimated $23.2K.
UnitedHealth made up 0.11% of Twin Peaks Wealth Advisors's portfolio in Q1 2026, its #117 holding.
Twin Peaks Wealth Advisors first reported a position in UnitedHealth in Q4 2023 and has held it in 9 quarters since.
Twin Peaks Wealth Advisors's UnitedHealth position peaked at $1.01M in Q1 2025.
3,018 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q1 2026, filed 8 May 2026.