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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
2026
Q2 		$54.5K Buy
+200
New +$74.1K ﹤0.01% 1486
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 $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

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

Larson Financial Group increased its UnitedHealth (UNH) stake by 27% in Q2 2026, buying an estimated $517K and bringing the position to 6,606 shares worth $2.75M. The position accounts for 0.07% of the portfolio, ranked #216.

Larson Financial Group first reported a position in UNH in Q4 2017 and has held it in 35 quarters since. The position peaked at $7.42M in Q3 2024. 3,386 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • Larson Financial Group held 6,606 shares of UnitedHealth worth $2.75M as of Q2 2026.
  • Larson Financial Group bought 1,394 UnitedHealth shares in Q2 2026, an estimated $517K.
  • UnitedHealth made up 0.07% of Larson Financial Group's portfolio in Q2 2026, its #216 holding.
  • Larson Financial Group first reported a position in UnitedHealth in Q4 2017 and has held it in 35 quarters since.
  • Larson Financial Group's UnitedHealth position peaked at $7.42M in Q3 2024.
  • 3,386 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Larson Financial Group's 13F filing for Q2 2026, filed 14 Aug 2026.