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Teamwork Financial Advisors’s UnitedHealth UNH Stock Holding History

Teamwork Financial Advisors’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 		$13M Buy
31,314
+29,712
+1,855% +$11M 1.18% 31
2026
Q1 		$433K Sell
1,602
-10,535
-87% -$3.14M 0.05% 145
2025
Q4 		$4.01M Buy
12,137
+6,248
+106% +$2.12M 0.4% 57
2025
Q3 		$2.03M Buy
5,889
+1,380
+31% +$417K 0.21% 77
2025
Q2 		$1.41M Buy
4,509
+3,938
+690% +$1.51M 0.16% 86
2025
Q1 		$299K Sell
571
-68
-11% -$34.8K 0.04% 144
2024
Q4 		$323K Buy
639
+41
+7% +$23.3K 0.04% 133
2024
Q3 		$350K Sell
598
-44
-7% -$24.9K 0.05% 116
2024
Q2 		$327K Sell
642
-611
-49% -$299K 0.05% 107
2024
Q1 		$620K Sell
1,253
-219
-15% -$111K 0.1% 94
2023
Q4 		$775K Sell
1,472
-245
-14% -$131K 0.13% 78
2023
Q3 		$866K Buy
1,717
+58
+3% +$28.5K 0.14% 96
2023
Q2 		$797K Sell
1,659
-2,586
-61% -$1.26M 0.13% 97
2023
Q1 		$2.01M Sell
4,245
-5,182
-55% -$2.5M 0.37% 46
2022
Q4 		$5M Buy
9,427
+8,613
+1,058% +$4.56M 1.01% 22
2022
Q3 		$411K Buy
+814
New +$428K 0.09% 137
2021
Q2 		– Sell
-582
Closed -$217K – 259
2021
Q1 		$217K Buy
+582
New +$202K 0.05% 219

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
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
OIAM
OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Teamwork Financial Advisors's UNH Position: Q2 2026 in Review

Teamwork Financial Advisors increased its UnitedHealth (UNH) stake by 1,855% in Q2 2026, buying an estimated $11M and bringing the position to 31,314 shares worth $13M. The position accounts for 1.18% of the portfolio, ranked #31.

Teamwork Financial Advisors first reported a position in UNH in Q1 2021 and has held it in 17 quarters since. 568 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • Teamwork Financial Advisors held 31,314 shares of UnitedHealth worth $13M as of Q2 2026.
  • Teamwork Financial Advisors bought 29,712 UnitedHealth shares in Q2 2026, an estimated $11M.
  • UnitedHealth made up 1.18% of Teamwork Financial Advisors's portfolio in Q2 2026, its #31 holding.
  • Teamwork Financial Advisors first reported a position in UnitedHealth in Q1 2021 and has held it in 17 quarters since.
  • 568 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Teamwork Financial Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.