Talisman Wealth Advisors’s UnitedHealth UNH Stock Holding History

Talisman Wealth 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	$205K	Buy	+494	New	+$183K	0.15%	110
2025 Q2	–	Sell	-555	Closed	-$291K	–	114
2025 Q1	$291K	Sell	555 -109	-16%	-$55.7K	0.3%	78
2024 Q4	$336K	Sell	664 -8	-1%	-$4.54K	0.36%	68
2024 Q3	$391K	Hold	672	–	–	0.41%	61
2024 Q2	$342K	Buy	672 +74	+12%	+$36.3K	0.4%	64
2024 Q1	$296K	Hold	598	–	–	0.37%	70
2023 Q4	$315K	Buy	598 +10	+2%	+$5.33K	0.47%	62
2023 Q3	$296K	Buy	588 +21	+4%	+$10.3K	0.51%	62
2023 Q2	$272K	Buy	567 +54	+11%	+$26.4K	0.46%	67
2023 Q1	$243K	Buy	+513	New	+$248K	0.44%	74

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

Talisman Wealth Advisors's UNH Position: Q2 2026 in Review

Talisman Wealth Advisors opened a new position in UnitedHealth (UNH) in Q2 2026: 494 shares worth $205K. The stake represents 0.15% of the portfolio and ranks #110 among its holdings. This is a return to the name: Talisman Wealth Advisors previously reported a position in UNH as recently as Q1 2025.

Talisman Wealth Advisors first reported a position in UNH in Q1 2023 and has held it in 10 quarters since. The position peaked at $391K in Q3 2024. 3,385 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

Talisman Wealth Advisors held 494 shares of UnitedHealth worth $205K as of Q2 2026.
UnitedHealth was a new Talisman Wealth Advisors position in Q2 2026.
UnitedHealth made up 0.15% of Talisman Wealth Advisors's portfolio in Q2 2026, its #110 holding.
Talisman Wealth Advisors first reported a position in UnitedHealth in Q1 2023 and has held it in 10 quarters since.
Talisman Wealth Advisors's UnitedHealth position peaked at $391K in Q3 2024.
3,385 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Talisman Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.