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Laraway Financial Advisors’s UnitedHealth UNH Stock Holding History

Laraway 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 		$1.15M Sell
2,759
-77
-3% -$28.5K 0.7% 40
2026
Q1 		$767K Sell
2,836
-162
-5% -$48.2K 0.54% 43
2025
Q4 		$990K Sell
2,998
-98
-3% -$33.2K 0.64% 40
2025
Q3 		$1.07M Buy
3,096
+163
+6% +$49.3K 0.73% 37
2025
Q2 		$915K Sell
2,933
-218
-7% -$83.3K 0.69% 38
2025
Q1 		$1.65M Sell
3,151
-74
-2% -$37.8K 1.31% 22
2024
Q4 		$1.63M Buy
3,225
+2
+0.1% +$1.14K 1.26% 22
2024
Q3 		$1.88M Buy
3,223
+1
+0% +$566 1.5% 17
2024
Q2 		$1.64M Buy
3,222
+2
+0.1% +$980 1.4% 19
2024
Q1 		$1.59M Buy
3,220
+1
+0% +$508 1.4% 19
2023
Q4 		$1.69M Sell
3,219
-74
-2% -$39.5K 1.61% 16
2023
Q3 		$1.66M Sell
3,293
-53
-2% -$26.1K 1.73% 16
2023
Q2 		$1.61M Sell
3,346
-149
-4% -$72.9K 1.59% 16
2023
Q1 		$1.65M Sell
3,495
-148
-4% -$71.4K 1.67% 16
2022
Q4 		$1.93M Sell
3,643
-167
-4% -$88.5K 2.02% 12
2022
Q3 		$1.91M Sell
3,810
-40
-1% -$21K 2.14% 11
2022
Q2 		$1.98M Sell
3,850
-200
-5% -$100K 2.1% 12
2022
Q1 		$2.06M Sell
4,050
-20
-0.5% -$9.65K 1.88% 15
2021
Q4 		$2.04M Buy
+4,070
New +$1.84M 1.82% 18

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

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

Laraway Financial Advisors reduced its UnitedHealth (UNH) stake by 2.7% in Q2 2026, selling an estimated $28.5K and leaving 2,759 shares worth $1.15M. The position accounts for 0.7% of the portfolio, ranked #40.

Laraway Financial Advisors first reported a position in UNH in Q4 2021 and has held it in 19 quarters since. The position peaked at $2.06M in Q1 2022. 3,386 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • Laraway Financial Advisors held 2,759 shares of UnitedHealth worth $1.15M as of Q2 2026.
  • Laraway Financial Advisors sold 77 UnitedHealth shares in Q2 2026, an estimated $28.5K.
  • UnitedHealth made up 0.7% of Laraway Financial Advisors's portfolio in Q2 2026, its #40 holding.
  • Laraway Financial Advisors first reported a position in UnitedHealth in Q4 2021 and has held it in 19 quarters since.
  • Laraway Financial Advisors's UnitedHealth position peaked at $2.06M in Q1 2022.
  • 3,386 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Laraway Financial Advisors's 13F filing for Q2 2026, filed 3 Aug 2026.