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Mayflower Financial Advisors’s UnitedHealth UNH Stock Holding History

Mayflower Financial Advisors’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 		$1.91M Buy
4,587
+185
+4% +$68.6K 0.16% 119
2026
Q1 		$1.19M Sell
4,402
-374
-8% -$111K 0.14% 148
2025
Q4 		$1.58M Sell
4,776
-459
-9% -$156K 0.19% 112
2025
Q3 		$1.81M Sell
5,235
-24
-0.5% -$7.26K 0.23% 103
2025
Q2 		$1.64M Buy
5,259
+1,184
+29% +$453K 0.23% 105
2025
Q1 		$2.13M Sell
4,075
-358
-8% -$183K 0.32% 74
2024
Q4 		$2.24M Buy
4,433
+161
+4% +$91.5K 0.33% 71
2024
Q3 		$2.5M Buy
4,272
+64
+2% +$36.2K 0.38% 64
2024
Q2 		$2.14M Buy
4,208
+85
+2% +$41.7K 0.35% 68
2024
Q1 		$2.04M Buy
4,123
+158
+4% +$80.3K 0.34% 70
2023
Q4 		$2.09M Buy
3,965
+150
+4% +$80K 0.29% 73
2023
Q3 		$1.92M Buy
3,815
+25
+0.7% +$12.3K 0.29% 72
2023
Q2 		$1.82M Buy
3,790
+99
+3% +$48.4K 0.24% 87
2023
Q1 		$1.74M Buy
3,691
+85
+2% +$41K 0.23% 90
2022
Q4 		$1.91M Buy
3,606
+124
+4% +$65.7K 0.27% 77
2022
Q3 		$1.76M Buy
3,482
+104
+3% +$54.7K 0.28% 71
2022
Q2 		$1.74M Buy
3,378
+86
+3% +$43.2K 0.27% 77
2022
Q1 		$1.68M Buy
3,292
+93
+3% +$44.9K 0.23% 80
2021
Q4 		$1.61M Sell
3,199
-26
-0.8% -$11.8K 0.21% 82
2021
Q3 		$1.37M Buy
3,225
+118
+4% +$48.9K 0.18% 84
2021
Q2 		$1.24M Buy
3,107
+114
+4% +$45.5K 0.17% 86
2021
Q1 		$1.11M Buy
2,993
+105
+4% +$36.4K 0.17% 90
2020
Q4 		$1.01M Buy
+2,888
New +$968K 0.17% 89

Other funds holding UNH

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
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

Mayflower Financial Advisors's UNH Position: Q2 2026 in Review

Mayflower Financial Advisors increased its UnitedHealth (UNH) stake by 4.2% in Q2 2026, buying an estimated $68.6K and bringing the position to 4,587 shares worth $1.91M. The position accounts for 0.16% of the portfolio, ranked #119.

Mayflower Financial Advisors first reported a position in UNH in Q4 2020 and has held it in 23 quarters since. The position peaked at $2.5M in Q3 2024. 1,264 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • Mayflower Financial Advisors held 4,587 shares of UnitedHealth worth $1.91M as of Q2 2026.
  • Mayflower Financial Advisors bought 185 UnitedHealth shares in Q2 2026, an estimated $68.6K.
  • UnitedHealth made up 0.16% of Mayflower Financial Advisors's portfolio in Q2 2026, its #119 holding.
  • Mayflower Financial Advisors first reported a position in UnitedHealth in Q4 2020 and has held it in 23 quarters since.
  • Mayflower Financial Advisors's UnitedHealth position peaked at $2.5M in Q3 2024.
  • 1,264 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Mayflower Financial Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.