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Team Financial Group’s UnitedHealth UNH Stock Holding History

Team 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 		– Sell
-830
Closed -$225K – 235
2026
Q1 		$225K Hold
830
– – 0.1% 46
2025
Q4 		$274K Buy
830
+201
+32% +$68.1K 0.12% 39
2025
Q3 		$217K Sell
629
-27
-4% -$8.17K 0.1% 43
2025
Q2 		$205K Buy
656
+197
+43% +$75.3K 0.1% 40
2025
Q1 		$240K Sell
459
-47
-9% -$24K 0.14% 37
2024
Q4 		$256K Buy
506
+1
+0.2% +$568 0.15% 33
2024
Q3 		$295K Sell
505
-42
-8% -$23.8K 0.18% 31
2024
Q2 		$278K Buy
547
+21
+4% +$10.3K 0.18% 28
2024
Q1 		$260K Sell
526
-52
-9% -$26.4K 0.18% 30
2023
Q4 		$304K Buy
578
+1
+0.2% +$533 0.22% 25
2023
Q3 		$291K Buy
+577
New +$284K 0.24% 25

Other funds holding UNH

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Ninety One (UK)
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
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

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

Team Financial Group sold out of UnitedHealth (UNH) in Q2 2026, closing a stake of 830 shares — an estimated $225K sold.

Team Financial Group first reported a position in UNH in Q3 2023 and held it in 11 quarters. The position peaked at $304K in Q4 2023. 1,059 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • Team Financial Group reported no remaining UnitedHealth position as of Q2 2026 after selling out during the quarter.
  • Team Financial Group sold 830 UnitedHealth shares in Q2 2026, an estimated $225K.
  • Team Financial Group first reported a position in UnitedHealth in Q3 2023 and held it in 11 quarters.
  • Team Financial Group's UnitedHealth position peaked at $304K in Q4 2023.
  • 1,059 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

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