Magnus 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
Q2 | $2.56M | Buy |
6,151
+519
| +9% | +$192K | 0.18% | 92 |
|
|
2026
Q1 | $1.52M | Sell |
5,632
-675
| -11% | -$201K | 0.12% | 119 |
|
|
2025
Q4 | $2.08M | Buy |
6,307
+436
| +7% | +$148K | 0.16% | 107 |
|
|
2025
Q3 | $2.03M | Buy |
5,871
+1,122
| +24% | +$339K | 0.16% | 110 |
|
|
2025
Q2 | $1.48M | Sell |
4,749
-297
| -6% | -$114K | 0.13% | 124 |
|
|
2025
Q1 | $2.64M | Buy |
5,046
+73
| +1% | +$37.3K | 0.26% | 81 |
|
|
2024
Q4 | $2.52M | Sell |
4,973
-40
| -0.8% | -$22.7K | 0.24% | 82 |
|
|
2024
Q3 | $2.93M | Buy |
5,013
+180
| +4% | +$102K | 0.3% | 66 |
|
|
2024
Q2 | $2.46M | Buy |
4,833
+67
| +1% | +$32.8K | 0.28% | 71 |
|
|
2024
Q1 | $2.36M | Buy |
4,766
+280
| +6% | +$142K | 0.28% | 68 |
|
|
2023
Q4 | $2.36M | Buy |
4,486
+331
| +8% | +$177K | 0.31% | 58 |
|
|
2023
Q3 | $2.09M | Buy |
4,155
+75
| +2% | +$36.9K | 0.31% | 57 |
|
|
2023
Q2 | $1.96M | Sell |
4,080
-1,198
| -23% | -$586K | 0.28% | 64 |
|
|
2023
Q1 | $2.49M | Buy |
5,278
+194
| +4% | +$93.6K | 0.38% | 46 |
|
|
2022
Q4 | $2.7M | Buy |
5,084
+38
| +0.8% | +$20.1K | 0.44% | 45 |
|
|
2022
Q3 | $2.55M | Buy |
5,046
+83
| +2% | +$43.6K | 0.49% | 41 |
|
|
2022
Q2 | $2.55M | Buy |
4,963
+400
| +9% | +$201K | 0.47% | 40 |
|
|
2022
Q1 | $2.33M | Buy |
4,563
+930
| +26% | +$449K | 0.39% | 44 |
|
|
2021
Q4 | $1.82M | Buy |
3,633
+14
| +0.4% | +$6.34K | 0.35% | 50 |
|
|
2021
Q3 | $1.41M | Buy |
3,619
+7
| +0.2% | +$2.9K | 0.3% | 55 |
|
|
2021
Q2 | $1.45M | Buy |
3,612
+10
| +0.3% | +$3.99K | 0.32% | 51 |
|
|
2021
Q1 | $1.34M | Sell |
3,602
-2,111
| -37% | -$731K | 0.32% | 48 |
|
|
2020
Q4 | $2M | Buy |
5,713
+496
| +10% | +$166K | 0.2% | 45 |
|
|
2020
Q3 | $1.63M | Sell |
5,217
-259
| -5% | -$79.6K | 0.19% | 46 |
|
|
2020
Q2 | $1.61M | Buy |
5,476
+57
| +1% | +$16.3K | 0.18% | 45 |
|
|
2020
Q1 | $1.35M | Buy |
5,419
+2,142
| +65% | +$589K | 0.18% | 56 |
|
|
2019
Q4 | $963K | Buy |
3,277
+332
| +11% | +$86.9K | 0.14% | 75 |
|
|
2019
Q3 | $640K | Sell |
2,945
-259
| -8% | -$62.5K | 0.12% | 88 |
|
|
2019
Q2 | $782K | Sell |
3,204
-1,279
| -29% | -$308K | 0.15% | 74 |
|
|
2019
Q1 | $1.11M | Buy |
4,483
+109
| +2% | +$27.8K | 0.23% | 52 |
|
|
2018
Q4 | $1.09M | Buy |
+4,374
| New | +$1.16M | 0.29% | 45 |
|
Other funds holding UNH
Magnus Financial Group's UNH Position: Q2 2026 in Review
Magnus Financial Group increased its UnitedHealth (UNH) stake by 9.2% in Q2 2026, buying an estimated $192K and bringing the position to 6,151 shares worth $2.56M. The position accounts for 0.18% of the portfolio, ranked #92.
Magnus Financial Group first reported a position in UNH in Q4 2018 and has held it in 31 quarters since. The position peaked at $2.93M in Q3 2024. 3,387 funds tracked by Wall St. Rank hold UNH as of Q2 2026.
- Magnus Financial Group held 6,151 shares of UnitedHealth worth $2.56M as of Q2 2026.
- Magnus Financial Group bought 519 UnitedHealth shares in Q2 2026, an estimated $192K.
- UnitedHealth made up 0.18% of Magnus Financial Group's portfolio in Q2 2026, its #92 holding.
- Magnus Financial Group first reported a position in UnitedHealth in Q4 2018 and has held it in 31 quarters since.
- Magnus Financial Group's UnitedHealth position peaked at $2.93M in Q3 2024.
- 3,387 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.
Based on Magnus Financial Group's 13F filing for Q2 2026, filed 9 Jul 2026.