Taylor & Morgan Wealth Management’s UnitedHealth UNH Stock Holding History

Taylor & Morgan 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
2026 Q2	$450K	Sell	1,082 -937	-46%	-$347K	0.22%	57
2026 Q1	$546K	Sell	2,019 -144	-7%	-$42.9K	0.31%	47
2025 Q4	$714K	Buy	2,163 +1,502	+227%	+$509K	0.4%	41
2025 Q3	$228K	Buy	+661	New	+$200K	0.14%	70
2025 Q2	–	Sell	-552	Closed	-$289K	–	72
2025 Q1	$289K	Sell	552 -54	-9%	-$27.6K	0.22%	53
2024 Q4	$307K	Sell	606 -143	-19%	-$81.3K	0.22%	50
2024 Q3	$438K	Sell	749 -24	-3%	-$13.6K	0.29%	45
2024 Q2	$394K	Hold	773	–	–	0.28%	45
2024 Q1	$382K	Buy	773 +1	+0.1%	+$508	0.28%	46
2023 Q4	$406K	Sell	772 -26	-3%	-$13.9K	0.32%	42
2023 Q3	$402K	Sell	798 -74	-8%	-$36.4K	0.36%	42
2023 Q2	$419K	Sell	872 -50	-5%	-$24.4K	0.34%	42
2023 Q1	$436K	Buy	922 +1	+0.1%	+$483	0.38%	46
2022 Q4	$488K	Buy	921 +190	+26%	+$101K	0.46%	43
2022 Q3	$369K	Hold	731	–	–	0.37%	50
2022 Q2	$375K	Hold	731	–	–	0.36%	50
2022 Q1	$373K	Hold	731	–	–	0.31%	49
2021 Q4	$367K	Buy	+731	New	+$331K	0.3%	49

Other funds holding UNH

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

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

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 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

ECSS

Eurizon Capital SGR SpA Milan $37.3B AUM

Taylor & Morgan Wealth Management's UNH Position: Q2 2026 in Review

Taylor & Morgan Wealth Management reduced its UnitedHealth (UNH) stake by 46% in Q2 2026, selling an estimated $347K and leaving 1,082 shares worth $450K. The position accounts for 0.22% of the portfolio, ranked #57.

Taylor & Morgan Wealth Management first reported a position in UNH in Q4 2021 and has held it in 18 quarters since. The position peaked at $714K in Q4 2025. 1,459 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

Taylor & Morgan Wealth Management held 1,082 shares of UnitedHealth worth $450K as of Q2 2026.
Taylor & Morgan Wealth Management sold 937 UnitedHealth shares in Q2 2026, an estimated $347K.
UnitedHealth made up 0.22% of Taylor & Morgan Wealth Management's portfolio in Q2 2026, its #57 holding.
Taylor & Morgan Wealth Management first reported a position in UnitedHealth in Q4 2021 and has held it in 18 quarters since.
Taylor & Morgan Wealth Management's UnitedHealth position peaked at $714K in Q4 2025.
1,459 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Taylor & Morgan Wealth Management's 13F filing for Q2 2026, filed 10 Jul 2026.