FFS
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Flavin Financial Services’s UnitedHealth UNH Stock Holding History

Flavin Financial Services’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 		$3.77M Buy
9,082
+959
+12% +$355K 2.15% 13
2026
Q1 		$2.2M Buy
8,123
+324
+4% +$96.5K 1.48% 27
2025
Q4 		$2.57M Buy
7,799
+189
+2% +$64K 1.76% 22
2025
Q3 		$2.63M Buy
7,610
+2,629
+53% +$795K 1.87% 19
2025
Q2 		$1.55M Buy
4,981
+181
+4% +$69.2K 1.51% 27
2025
Q1 		$2.51M Buy
4,800
+304
+7% +$155K 2.31% 14
2024
Q4 		$2.27M Buy
+4,496
New +$2.55M 2.16% 16

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 $3.37T AUM 44.26% 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

Flavin Financial Services's UNH Position: Q2 2026 in Review

Flavin Financial Services increased its UnitedHealth (UNH) stake by 12% in Q2 2026, buying an estimated $355K and bringing the position to 9,082 shares worth $3.77M. The position accounts for 2.15% of the portfolio, ranked #13.

Flavin Financial Services first reported a position in UNH in Q4 2024 and has held it in 7 quarters since. 3,386 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • Flavin Financial Services held 9,082 shares of UnitedHealth worth $3.77M as of Q2 2026.
  • Flavin Financial Services bought 959 UnitedHealth shares in Q2 2026, an estimated $355K.
  • UnitedHealth made up 2.15% of Flavin Financial Services's portfolio in Q2 2026, its #13 holding.
  • Flavin Financial Services first reported a position in UnitedHealth in Q4 2024 and has held it in 7 quarters since.
  • 3,386 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Flavin Financial Services's 13F filing for Q2 2026, filed 13 Aug 2026.