Floyd Financial Group’s UnitedHealth UNH Stock Holding History

Floyd Financial Group’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	$1.86M	Sell	4,365 -2,844	-39%	-$1.05M	1.21%	24
2026 Q1	$2.26M	Sell	7,209 -287	-4%	-$85.5K	1.51%	21
2025 Q4	$2.17M	Buy	7,496 +304	+4%	+$103K	1.47%	21
2025 Q3	$2.58M	Buy	7,192 +3,659	+104%	+$1.11M	1.91%	18
2025 Q2	$1.09M	Buy	3,533 +1,878	+113%	+$718K	1.01%	25
2025 Q1	$867K	Buy	1,655 +5	+0.3%	+$2.56K	0.78%	33
2024 Q4	$859K	Buy	+1,650	New	+$938K	0.71%	36

Other funds holding UNH

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

PAM

PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Floyd Financial Group's UNH Position: Q2 2026 in Review

Floyd Financial Group reduced its UnitedHealth (UNH) stake by 39% in Q2 2026, selling an estimated $1.05M and leaving 4,365 shares worth $1.86M. The position accounts for 1.21% of the portfolio, ranked #24.

Floyd Financial Group first reported a position in UNH in Q4 2024 and has held it in 7 quarters since. The position peaked at $2.58M in Q3 2025. 1,542 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

Floyd Financial Group held 4,365 shares of UnitedHealth worth $1.86M as of Q2 2026.
Floyd Financial Group sold 2,844 UnitedHealth shares in Q2 2026, an estimated $1.05M.
UnitedHealth made up 1.21% of Floyd Financial Group's portfolio in Q2 2026, its #24 holding.
Floyd Financial Group first reported a position in UnitedHealth in Q4 2024 and has held it in 7 quarters since.
Floyd Financial Group's UnitedHealth position peaked at $2.58M in Q3 2025.
1,542 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Floyd Financial Group's 13F filing for Q2 2026, filed 22 Jul 2026.