Taylor Financial Group’s UnitedHealth UNH Stock Holding History

Taylor 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	$210K	Buy	+505	New	+$187K	0.12%	101
2025 Q2	–	Sell	-505	Closed	-$264K	–	106
2025 Q1	$264K	Hold	505	–	–	0.18%	82
2024 Q4	$255K	Hold	505	–	–	0.18%	81
2024 Q3	$295K	Hold	505	–	–	0.2%	77
2024 Q2	$257K	Hold	505	–	–	0.2%	78
2024 Q1	$250K	Hold	505	–	–	0.19%	80
2023 Q4	$266K	Buy	+505	New	+$269K	0.22%	76

Other funds holding UNH

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

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 Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Taylor Financial Group's UNH Position: Q2 2026 in Review

Taylor Financial Group opened a new position in UnitedHealth (UNH) in Q2 2026: 505 shares worth $210K. The stake represents 0.12% of the portfolio and ranks #101 among its holdings. This is a return to the name: Taylor Financial Group previously reported a position in UNH as recently as Q1 2025.

Taylor Financial Group first reported a position in UNH in Q4 2023 and has held it in 7 quarters since. The position peaked at $295K in Q3 2024. 1,059 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

Taylor Financial Group held 505 shares of UnitedHealth worth $210K as of Q2 2026.
UnitedHealth was a new Taylor Financial Group position in Q2 2026.
UnitedHealth made up 0.12% of Taylor Financial Group's portfolio in Q2 2026, its #101 holding.
Taylor Financial Group first reported a position in UnitedHealth in Q4 2023 and has held it in 7 quarters since.
Taylor Financial Group's UnitedHealth position peaked at $295K in Q3 2024.
1,059 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Taylor Financial Group's 13F filing for Q2 2026, filed 24 Jul 2026.