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 Q2	$742K	Buy	1,785 +164	+10%	+$60.8K	0.17%	98
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 $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

Twin Peaks Wealth Advisors's UNH Position: Q2 2026 in Review

Twin Peaks Wealth Advisors increased its UnitedHealth (UNH) stake by 10% in Q2 2026, buying an estimated $60.8K and bringing the position to 1,785 shares worth $742K. The position accounts for 0.17% of the portfolio, ranked #98.

Twin Peaks Wealth Advisors first reported a position in UNH in Q4 2023 and has held it in 10 quarters since. The position peaked at $1.01M in Q1 2025. 3,387 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

Twin Peaks Wealth Advisors held 1,785 shares of UnitedHealth worth $742K as of Q2 2026.
Twin Peaks Wealth Advisors bought 164 UnitedHealth shares in Q2 2026, an estimated $60.8K.
UnitedHealth made up 0.17% of Twin Peaks Wealth Advisors's portfolio in Q2 2026, its #98 holding.
Twin Peaks Wealth Advisors first reported a position in UnitedHealth in Q4 2023 and has held it in 10 quarters since.
Twin Peaks Wealth Advisors's UnitedHealth position peaked at $1.01M in Q1 2025.
3,387 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.