Magnolia Wealth Management’s UnitedHealth UNH Stock Holding History

Magnolia Wealth Management’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	$241K	Hold	580	–	–	0.13%	14
2026 Q1	$157K	Buy	+580	New	+$173K	0.09%	17
2025 Q2	–	Sell	-550	Closed	-$288K	–	13
2025 Q1	$288K	Hold	550	–	–	0.21%	10
2024 Q4	$278K	Hold	550	–	–	0.19%	10
2024 Q3	$322K	Hold	550	–	–	0.23%	9
2024 Q2	$280K	Sell	550 -550	-50%	-$270K	0.21%	10
2024 Q1	$541K	Buy	1,100 +550	+100%	+$280K	0.22%	12
2023 Q4	$290K	Sell	550 -24	-4%	-$12.8K	0.25%	10
2023 Q3	$289K	Buy	574 +24	+4%	+$11.8K	0.27%	11
2023 Q2	$264K	Hold	550	–	–	0.25%	11
2023 Q1	$260K	Hold	550	–	–	0.26%	10
2022 Q4	$292K	Buy	+550	New	+$291K	0.32%	9
2022 Q2	$282K	Hold	550	–	–	0.32%	8
2022 Q1	$280K	Hold	550	–	–	0.29%	10
2021 Q4	$276K	Buy	+550	New	+$249K	0.28%	12

Other funds holding UNH

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Magnolia Wealth Management's UNH Position: Q2 2026 in Review

Magnolia Wealth Management held its UnitedHealth (UNH) position steady in Q2 2026 at 580 shares worth $241K. The position accounts for 0.13% of the portfolio, ranked #14.

Magnolia Wealth Management first reported a position in UNH in Q4 2021 and has held it in 15 quarters since. The position peaked at $541K in Q1 2024. 3,359 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

Magnolia Wealth Management held 580 shares of UnitedHealth worth $241K as of Q2 2026.
Magnolia Wealth Management left its UnitedHealth share count unchanged in Q2 2026.
UnitedHealth made up 0.13% of Magnolia Wealth Management's portfolio in Q2 2026, its #14 holding.
Magnolia Wealth Management first reported a position in UnitedHealth in Q4 2021 and has held it in 15 quarters since.
Magnolia Wealth Management's UnitedHealth position peaked at $541K in Q1 2024.
3,359 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Magnolia Wealth Management's 13F filing for Q2 2026, filed 14 Jul 2026.