Florida Financial Advisors’s UnitedHealth UNH Stock Holding History

Florida Financial 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	$1.01M	Buy	2,422 +165	+7%	+$61.2K	0.17%	136
2026 Q1	$611K	Buy	2,257 +407	+22%	+$121K	0.15%	146
2025 Q4	$609K	Sell	1,850 -95	-5%	-$32.2K	0.17%	131
2025 Q3	$672K	Sell	1,945 -205	-10%	-$62K	0.21%	117
2025 Q2	$671K	Sell	2,150 -145	-6%	-$55.4K	0.22%	107
2025 Q1	$1.2M	Sell	2,295 -277	-11%	-$142K	0.47%	43
2024 Q4	$1.3M	Sell	2,572 -420	-14%	-$239K	0.58%	33
2024 Q3	$1.54M	Sell	2,992 -776	-21%	-$439K	0.79%	24
2024 Q2	$1.75M	Buy	3,768 +673	+22%	+$330K	1.05%	20
2024 Q1	$1.53M	Buy	3,095 +984	+47%	+$500K	1.13%	17
2023 Q4	$1.11M	Buy	+2,111	New	+$1.13M	1.03%	17

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

Florida Financial Advisors's UNH Position: Q2 2026 in Review

Florida Financial Advisors increased its UnitedHealth (UNH) stake by 7.3% in Q2 2026, buying an estimated $61.2K and bringing the position to 2,422 shares worth $1.01M. The position accounts for 0.17% of the portfolio, ranked #136.

Florida Financial Advisors first reported a position in UNH in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.75M in Q2 2024. 3,378 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

Florida Financial Advisors held 2,422 shares of UnitedHealth worth $1.01M as of Q2 2026.
Florida Financial Advisors bought 165 UnitedHealth shares in Q2 2026, an estimated $61.2K.
UnitedHealth made up 0.17% of Florida Financial Advisors's portfolio in Q2 2026, its #136 holding.
Florida Financial Advisors first reported a position in UnitedHealth in Q4 2023 and has held it in 11 quarters since.
Florida Financial Advisors's UnitedHealth position peaked at $1.75M in Q2 2024.
3,378 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Florida Financial Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.