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 Q2	$890K	Hold	2,141	–	–	0.22%	63
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 $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

Taylor Hoffman Capital Management's UNH Position: Q2 2026 in Review

Taylor Hoffman Capital Management held its UnitedHealth (UNH) position steady in Q2 2026 at 2,141 shares worth $890K. The position accounts for 0.22% of the portfolio, ranked #63.

Taylor Hoffman Capital Management first reported a position in UNH in Q3 2024 and has held it in 8 quarters since. The position peaked at $1.23M in Q3 2024. 3,378 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

Taylor Hoffman Capital Management held 2,141 shares of UnitedHealth worth $890K as of Q2 2026.
Taylor Hoffman Capital Management left its UnitedHealth share count unchanged in Q2 2026.
UnitedHealth made up 0.22% of Taylor Hoffman Capital Management's portfolio in Q2 2026, its #63 holding.
Taylor Hoffman Capital Management first reported a position in UnitedHealth in Q3 2024 and has held it in 8 quarters since.
Taylor Hoffman Capital Management's UnitedHealth position peaked at $1.23M in Q3 2024.
3,378 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Taylor Hoffman Capital Management's 13F filing for Q2 2026, filed 11 Aug 2026.