Financial & Tax Architects’s UnitedHealth UNH Stock Holding History

Financial & Tax Architects’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	$361K	Sell	868 -46	-5%	-$17.1K	0.08%	98
2026 Q1	$247K	Buy	914 +46	+5%	+$13.7K	0.06%	104
2025 Q4	$287K	Hold	868	–	–	0.06%	97
2025 Q3	$300K	Sell	868 -15	-2%	-$4.54K	0.07%	96
2025 Q2	$275K	Buy	883 +14	+2%	+$5.35K	0.07%	87
2025 Q1	$455K	Sell	869 -2	-0.2%	-$1.02K	0.11%	89
2024 Q4	$441K	Buy	871 +3	+0.3%	+$1.71K	0.11%	90
2024 Q3	$508K	Hold	868	–	–	0.13%	79
2024 Q2	$442K	Buy	+868	New	+$425K	0.12%	79

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

Financial & Tax Architects's UNH Position: Q2 2026 in Review

Financial & Tax Architects reduced its UnitedHealth (UNH) stake by 5% in Q2 2026, selling an estimated $17.1K and leaving 868 shares worth $361K. The position accounts for 0.08% of the portfolio, ranked #98.

Financial & Tax Architects first reported a position in UNH in Q2 2024 and has held it in 9 quarters since. The position peaked at $508K in Q3 2024. 3,378 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

Financial & Tax Architects held 868 shares of UnitedHealth worth $361K as of Q2 2026.
Financial & Tax Architects sold 46 UnitedHealth shares in Q2 2026, an estimated $17.1K.
UnitedHealth made up 0.08% of Financial & Tax Architects's portfolio in Q2 2026, its #98 holding.
Financial & Tax Architects first reported a position in UnitedHealth in Q2 2024 and has held it in 9 quarters since.
Financial & Tax Architects's UnitedHealth position peaked at $508K in Q3 2024.
3,378 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Financial & Tax Architects's 13F filing for Q2 2026, filed 23 Jul 2026.