Larson Financial Group’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $1.41M | Sell |
5,212
-569
| -10% | -$169K | 0.05% | 277 |
|
|
2025
Q4 | $1.91M | Buy |
5,781
+51
| +0.9% | +$17.3K | 0.06% | 239 |
|
|
2025
Q3 | $1.98M | Sell |
5,730
-1,010
| -15% | -$305K | 0.07% | 227 |
|
|
2025
Q2 | $2.1M | Sell |
6,740
-4,489
| -40% | -$1.72M | 0.08% | 208 |
|
|
2025
Q1 | $5.88M | Sell |
11,229
-1,791
| -14% | -$916K | 0.28% | 71 |
|
|
2024
Q4 | $6.59M | Buy |
13,020
+334
| +3% | +$190K | 0.34% | 62 |
|
|
2024
Q3 | $7.42M | Buy |
12,686
+3,833
| +43% | +$2.17M | 0.42% | 52 |
|
|
2024
Q2 | $4.51M | Buy |
8,853
+348
| +4% | +$171K | 0.31% | 61 |
|
|
2024
Q1 | $4.21M | Buy |
8,505
+8
| +0.1% | +$4.07K | 0.33% | 57 |
|
|
2023
Q4 | $4.47M | Sell |
8,497
-196
| -2% | -$105K | 0.39% | 50 |
|
|
2023
Q3 | $4.38M | Buy |
8,693
+528
| +6% | +$260K | 0.43% | 48 |
|
|
2023
Q2 | $3.92M | Sell |
8,165
-25
| -0.3% | -$12.2K | 0.39% | 51 |
|
|
2023
Q1 | $3.87M | Buy |
8,190
+233
| +3% | +$112K | 0.42% | 47 |
|
|
2022
Q4 | $4.22M | Sell |
7,957
-726
| -8% | -$385K | 0.5% | 42 |
|
|
2022
Q3 | $4.38M | Buy |
8,683
+6,755
| +350% | +$3.55M | 0.62% | 30 |
|
|
2022
Q2 | $990K | Sell |
1,928
-355
| -16% | -$178K | 0.17% | 69 |
|
|
2022
Q1 | $1.16M | Buy |
2,283
+141
| +7% | +$68K | 0.19% | 66 |
|
|
2021
Q4 | $1.08M | Buy |
2,142
+632
| +42% | +$286K | 0.17% | 68 |
|
|
2021
Q3 | $590K | Hold |
1,510
| – | – | 0.12% | 76 |
|
|
2021
Q2 | $605K | Sell |
1,510
-3
| -0.2% | -$1.2K | 0.14% | 64 |
|
|
2021
Q1 | $563K | Hold |
1,513
| – | – | 0.17% | 55 |
|
|
2020
Q4 | $531K | Hold |
1,513
| – | – | 0.18% | 56 |
|
|
2020
Q3 | $472K | Buy |
1,513
+1
| +0.1% | +$307 | 0.19% | 55 |
|
|
2020
Q2 | $446K | Hold |
1,512
| – | – | 0.21% | 60 |
|
|
2020
Q1 | $377K | Sell |
1,512
-525
| -26% | -$144K | 0.24% | 59 |
|
|
2019
Q4 | $599K | Buy |
2,037
+18
| +0.9% | +$4.71K | 0.34% | 47 |
|
|
2019
Q3 | $439K | Buy |
2,019
+31
| +2% | +$7.48K | 0.29% | 48 |
|
|
2019
Q2 | $485K | Buy |
1,988
+18
| +0.9% | +$4.33K | 0.36% | 36 |
|
|
2019
Q1 | $487K | Hold |
1,970
| – | – | 0.39% | 35 |
|
|
2018
Q4 | $491K | Buy |
1,970
+5
| +0.3% | +$1.32K | 0.45% | 34 |
|
|
2018
Q3 | $523K | Sell |
1,965
-18
| -0.9% | -$4.68K | 0.6% | 29 |
|
|
2018
Q2 | $486K | Sell |
1,983
-10
| -0.5% | -$2.4K | 0.56% | 30 |
|
|
2018
Q1 | $426K | Buy |
1,993
+64
| +3% | +$14.6K | 0.5% | 32 |
|
|
2017
Q4 | $425K | Buy |
+1,929
| New | +$409K | 0.36% | 45 |
|
Other funds holding UNH
VCM
VPM
Larson Financial Group's UNH Position: Q1 2026 in Review
Larson Financial Group reduced its UnitedHealth (UNH) stake by 9.8% in Q1 2026, selling an estimated $169K and leaving 5,212 shares worth $1.41M. The position accounts for 0.05% of the portfolio, ranked #277.
Larson Financial Group first reported a position in UNH in Q4 2017 and has held it in 34 quarters since. The position peaked at $7.42M in Q3 2024. 3,025 funds tracked by Wall St. Rank hold UNH as of Q1 2026.
- Larson Financial Group held 5,212 shares of UnitedHealth worth $1.41M as of Q1 2026.
- Larson Financial Group sold 569 UnitedHealth shares in Q1 2026, an estimated $169K.
- UnitedHealth made up 0.05% of Larson Financial Group's portfolio in Q1 2026, its #277 holding.
- Larson Financial Group first reported a position in UnitedHealth in Q4 2017 and has held it in 34 quarters since.
- Larson Financial Group's UnitedHealth position peaked at $7.42M in Q3 2024.
- 3,025 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.
Based on Larson Financial Group's 13F filing for Q1 2026, filed 15 May 2026.