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TwinBeech Capital’s UnitedHealth UNH Stock Holding History

TwinBeech Capital’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 		– Sell
-9,953
Closed -$2.69M – 701
2026
Q1 		$2.69M Buy
9,953
+9,024
+971% +$2.69M 0.28% 112
2025
Q4 		$307K Buy
+929
New +$315K 0.02% 476
2025
Q3 		– Sell
-874
Closed -$273K – 861
2025
Q2 		$273K Buy
+874
New +$334K 0.01% 564
2025
Q1 		– Sell
-135,881
Closed -$68.7M – 985
2024
Q4 		$68.7M Buy
+135,881
New +$77.2M 1.18% 8
2024
Q2 		– Sell
-7,486
Closed -$3.7M – 795
2024
Q1 		$3.7M Buy
7,486
+3,398
+83% +$1.73M 0.08% 255
2023
Q4 		$2.15M Buy
+4,088
New +$2.18M 0.03% 390
2023
Q2 		– Sell
-34,870
Closed -$16.5M – 872
2023
Q1 		$16.5M Buy
+34,870
New +$16.8M 0.33% 92
2021
Q4 		– Sell
-7,876
Closed -$3.08M – 824
2021
Q3 		$3.08M Buy
+7,876
New +$3.26M 0.22% 148

Other funds holding UNH

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

TwinBeech Capital's UNH Position: Q2 2026 in Review

TwinBeech Capital sold out of UnitedHealth (UNH) in Q2 2026, closing a stake of 9,953 shares — an estimated $2.69M sold.

TwinBeech Capital first reported a position in UNH in Q3 2021 and held it in 8 quarters. The position peaked at $68.7M in Q4 2024. 3,394 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • TwinBeech Capital reported no remaining UnitedHealth position as of Q2 2026 after selling out during the quarter.
  • TwinBeech Capital sold 9,953 UnitedHealth shares in Q2 2026, an estimated $2.69M.
  • TwinBeech Capital first reported a position in UnitedHealth in Q3 2021 and held it in 8 quarters.
  • TwinBeech Capital's UnitedHealth position peaked at $68.7M in Q4 2024.
  • 3,394 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on TwinBeech Capital's 13F filing for Q2 2026, filed 14 Aug 2026.