LFG
UNH icon

Larson Financial Group’s UnitedHealth UNH Stock Holding History

Larson 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
2025
Q4 		– Sell
-100
Closed -$13.1K – 3668
2025
Q3 		$13.1K Buy
+100
New +$30.2K ﹤0.01% 1879

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

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. 3,023 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.
  • 3,023 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.