MFG
UNH icon

Magnus Financial Group’s UnitedHealth UNH Stock Holding History

Magnus 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 		$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

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
PAM
PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

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. 977 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.
  • 977 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.