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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
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Laraway Financial Advisors's UNH Position: Q1 2026 in Review

Laraway Financial Advisors reduced its UnitedHealth (UNH) stake by 5.4% in Q1 2026, selling an estimated $48.2K and leaving 2,836 shares worth $767K. The position accounts for 0.54% of the portfolio, ranked #43.

Laraway Financial Advisors first reported a position in UNH in Q4 2021 and has held it in 18 quarters since. The position peaked at $2.06M in Q1 2022. 3,021 funds tracked by Wall St. Rank hold UNH as of Q1 2026.

  • Laraway Financial Advisors held 2,836 shares of UnitedHealth worth $767K as of Q1 2026.
  • Laraway Financial Advisors sold 162 UnitedHealth shares in Q1 2026, an estimated $48.2K.
  • UnitedHealth made up 0.54% of Laraway Financial Advisors's portfolio in Q1 2026, its #43 holding.
  • Laraway Financial Advisors first reported a position in UnitedHealth in Q4 2021 and has held it in 18 quarters since.
  • Laraway Financial Advisors's UnitedHealth position peaked at $2.06M in Q1 2022.
  • 3,021 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.

Based on Laraway Financial Advisors's 13F filing for Q1 2026, filed 14 May 2026.