Moisand Fitzgerald Tamayo’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 | $138K | Hold |
331
| – | – | 0.01% | 140 |
|
|
2026
Q1 | $89.6K | Hold |
331
| – | – | 0.01% | 160 |
|
|
2025
Q4 | $109K | Buy |
331
+105
| +46% | +$35.6K | 0.01% | 143 |
|
|
2025
Q3 | $78K | Buy |
226
+2
| +0.9% | +$605 | 0.01% | 162 |
|
|
2025
Q2 | $69.9K | Hold |
224
| – | – | 0.01% | 165 |
|
|
2025
Q1 | $117K | Hold |
224
| – | – | 0.02% | 135 |
|
|
2024
Q4 | $113K | Hold |
224
| – | – | 0.02% | 135 |
|
|
2024
Q3 | $131K | Sell |
224
-29
| -11% | -$16.4K | 0.02% | 131 |
|
|
2024
Q2 | $129K | Buy |
253
+29
| +13% | +$14.2K | 0.02% | 124 |
|
|
2024
Q1 | $111K | Sell |
224
-4
| -2% | -$2.03K | 0.02% | 127 |
|
|
2023
Q4 | $120K | Hold |
228
| – | – | 0.02% | 124 |
|
|
2023
Q3 | $115K | Buy |
228
+4
| +2% | +$1.97K | 0.02% | 122 |
|
|
2023
Q2 | $108K | Sell |
224
-104
| -32% | -$50.9K | 0.02% | 120 |
|
|
2023
Q1 | $155K | Buy |
328
+104
| +46% | +$50.2K | 0.03% | 109 |
|
|
2022
Q4 | $119K | Buy |
224
+103
| +85% | +$54.6K | 0.03% | 117 |
|
|
2022
Q3 | $61K | Buy |
121
+114
| +1,629% | +$59.9K | 0.02% | 147 |
|
|
2022
Q2 | $4K | Sell |
7
-6
| -46% | -$3.01K | ﹤0.01% | 349 |
|
|
2022
Q1 | $7K | Buy |
+13
| New | +$6.27K | ﹤0.01% | 221 |
|
|
2021
Q3 | – | Sell |
-25
| Closed | -$10K | – | 420 |
|
|
2021
Q2 | $10K | Buy |
25
+20
| +400% | +$7.97K | ﹤0.01% | 267 |
|
|
2021
Q1 | $2K | Hold |
5
| – | – | ﹤0.01% | 314 |
|
|
2020
Q4 | $2K | Hold |
5
| – | – | ﹤0.01% | 307 |
|
|
2020
Q3 | $2K | Sell |
5
-5
| -50% | -$1.54K | ﹤0.01% | 289 |
|
|
2020
Q2 | $3K | Sell |
10
-25
| -71% | -$7.16K | ﹤0.01% | 261 |
|
|
2020
Q1 | $9K | Hold |
35
| – | – | 0.01% | 175 |
|
|
2019
Q4 | $10K | Hold |
35
| – | – | 0.01% | 199 |
|
|
2019
Q3 | $8K | Hold |
35
| – | – | ﹤0.01% | 208 |
|
|
2019
Q2 | $9K | Hold |
35
| – | – | ﹤0.01% | 200 |
|
|
2019
Q1 | $9K | Hold |
35
| – | – | 0.01% | 203 |
|
|
2018
Q4 | $9K | Hold |
35
| – | – | 0.01% | 196 |
|
|
2018
Q3 | $9K | Hold |
35
| – | – | 0.01% | 214 |
|
|
2018
Q2 | $9K | Hold |
35
| – | – | 0.01% | 201 |
|
|
2018
Q1 | $7K | Hold |
35
| – | – | ﹤0.01% | 230 |
|
|
2017
Q4 | $8K | Hold |
35
| – | – | ﹤0.01% | 198 |
|
|
2017
Q3 | $7K | Buy |
+35
| New | +$6.76K | ﹤0.01% | 223 |
|
Other funds holding UNH
LMFP
PAM
DC
FWIA
Moisand Fitzgerald Tamayo's UNH Position: Q2 2026 in Review
Moisand Fitzgerald Tamayo held its UnitedHealth (UNH) position steady in Q2 2026 at 331 shares worth $138K. The position accounts for 0.01% of the portfolio, ranked #140.
Moisand Fitzgerald Tamayo first reported a position in UNH in Q3 2017 and has held it in 34 quarters since. The position peaked at $155K in Q1 2023. 834 funds tracked by Wall St. Rank hold UNH as of Q2 2026.
- Moisand Fitzgerald Tamayo held 331 shares of UnitedHealth worth $138K as of Q2 2026.
- Moisand Fitzgerald Tamayo left its UnitedHealth share count unchanged in Q2 2026.
- UnitedHealth made up 0.01% of Moisand Fitzgerald Tamayo's portfolio in Q2 2026, its #140 holding.
- Moisand Fitzgerald Tamayo first reported a position in UnitedHealth in Q3 2017 and has held it in 34 quarters since.
- Moisand Fitzgerald Tamayo's UnitedHealth position peaked at $155K in Q1 2023.
- 834 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.
Based on Moisand Fitzgerald Tamayo's 13F filing for Q2 2026, filed 13 Jul 2026.