Taylor Hoffman Capital Management’s UnitedHealth UNH Stock Holding History

Taylor Hoffman Capital Management’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 Q1	$579K	Sell	2,141 -250	-10%	-$74.5K	0.18%	72
2025 Q4	$789K	Buy	2,391 +207	+9%	+$70.1K	0.24%	64
2025 Q3	$754K	Hold	2,184	–	–	0.24%	65
2025 Q2	$681K	Hold	2,184	–	–	0.23%	65
2025 Q1	$1.14M	Hold	2,184	–	–	0.42%	53
2024 Q4	$1.1M	Hold	2,184	–	–	0.4%	55
2024 Q3	$1.23M	Buy	+2,184	New	+$1.24M	0.47%	50

Other funds holding UNH

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Taylor Hoffman Capital Management's UNH Position: Q1 2026 in Review

Taylor Hoffman Capital Management reduced its UnitedHealth (UNH) stake by 10% in Q1 2026, selling an estimated $74.5K and leaving 2,141 shares worth $579K. The position accounts for 0.18% of the portfolio, ranked #72.

Taylor Hoffman Capital Management first reported a position in UNH in Q3 2024 and has held it in 7 quarters since. The position peaked at $1.23M in Q3 2024. 3,021 funds tracked by Wall St. Rank hold UNH as of Q1 2026.

Taylor Hoffman Capital Management held 2,141 shares of UnitedHealth worth $579K as of Q1 2026.
Taylor Hoffman Capital Management sold 250 UnitedHealth shares in Q1 2026, an estimated $74.5K.
UnitedHealth made up 0.18% of Taylor Hoffman Capital Management's portfolio in Q1 2026, its #72 holding.
Taylor Hoffman Capital Management first reported a position in UnitedHealth in Q3 2024 and has held it in 7 quarters since.
Taylor Hoffman Capital Management's UnitedHealth position peaked at $1.23M in Q3 2024.
3,021 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.

Based on Taylor Hoffman Capital Management's 13F filing for Q1 2026, filed 13 May 2026.