Taylor Hoffman Wealth Management’s UnitedHealth UNH Stock Holding History

Taylor Hoffman Wealth 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
2024 Q2	$1.09M	Buy	2,200 +100	+5%	+$49K	0.44%	48
2024 Q1	$1.04M	Hold	2,100	–	–	0.44%	52
2023 Q4	$1.11M	Hold	2,100	–	–	0.5%	50
2023 Q3	$1.06M	Hold	2,100	–	–	0.55%	45
2023 Q2	$1.01M	Hold	2,100	–	–	0.5%	50
2023 Q1	$992K	Hold	2,100	–	–	0.54%	49
2022 Q4	$1.11M	Sell	2,100 -1,000	-32%	-$530K	0.68%	47
2022 Q3	$1.57M	Hold	3,100	–	–	0.82%	44
2022 Q2	$1.6M	Hold	3,100	–	–	0.79%	47
2022 Q1	$1.58M	Hold	3,100	–	–	0.63%	52
2021 Q4	$1.56M	Hold	3,100	–	–	0.59%	53
2021 Q3	$1.22M	Hold	3,100	–	–	0.52%	62
2021 Q2	$1.24M	Hold	3,100	–	–	0.53%	61
2021 Q1	$1.15M	Hold	3,100	–	–	0.53%	66
2020 Q4	$1.09M	Sell	3,100 -9	-0.3%	-$3.02K	0.55%	63
2020 Q3	$969K	Sell	3,109 -47	-1%	-$14.4K	0.57%	62
2020 Q2	$931K	Buy	3,156 +2,000	+173%	+$573K	0.58%	66
2020 Q1	$288K	Sell	1,156 -2,000	-63%	-$550K	0.28%	88
2019 Q4	$928K	Sell	3,156 -131	-4%	-$34.3K	0.6%	52
2019 Q3	$714K	Buy	3,287 +1,953	+146%	+$471K	0.51%	64
2019 Q2	$326K	Sell	1,334 -2,000	-60%	-$481K	0.26%	88
2019 Q1	$824K	Sell	3,334 -75	-2%	-$19.1K	0.61%	51
2018 Q4	$849K	Sell	3,409 -700	-17%	-$185K	0.76%	42
2018 Q3	$1.09M	Sell	4,109 -112	-3%	-$29.1K	0.86%	36
2018 Q2	$1.04M	Hold	4,221	–	–	0.9%	34
2018 Q1	$903K	Hold	4,221	–	–	0.83%	35
2017 Q4	$931K	Buy	+4,221	New	+$895K	0.89%	32

Other funds holding UNH

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Taylor Hoffman Wealth Management's UNH Position: Q2 2024 in Review

Taylor Hoffman Wealth Management increased its UnitedHealth (UNH) stake by 4.8% in Q2 2024, buying an estimated $49K and bringing the position to 2,200 shares worth $1.09M. The position accounts for 0.44% of the portfolio, ranked #48.

Taylor Hoffman Wealth Management first reported a position in UNH in Q4 2017 and has held it in 27 quarters since. The position peaked at $1.6M in Q2 2022. 3,394 funds tracked by Wall St. Rank hold UNH as of Q2 2024.

Taylor Hoffman Wealth Management held 2,200 shares of UnitedHealth worth $1.09M as of Q2 2024.
Taylor Hoffman Wealth Management bought 100 UnitedHealth shares in Q2 2024, an estimated $49K.
UnitedHealth made up 0.44% of Taylor Hoffman Wealth Management's portfolio in Q2 2024, its #48 holding.
Taylor Hoffman Wealth Management first reported a position in UnitedHealth in Q4 2017 and has held it in 27 quarters since.
Taylor Hoffman Wealth Management's UnitedHealth position peaked at $1.6M in Q2 2022.
3,394 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2024.

Based on Taylor Hoffman Wealth Management's 13F filing for Q2 2024, filed 9 Aug 2024.