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TLWM Financial’s UnitedHealth UNH Stock Holding History

TLWM Financial’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 		$1.42M Buy
3,406
+66
+2% +$24.5K 0.23% 34
2026
Q1 		$904K Buy
3,340
+445
+15% +$133K 0.16% 40
2025
Q4 		$956K Buy
2,895
+59
+2% +$20K 0.17% 43
2025
Q3 		$979K Buy
2,836
+159
+6% +$48.1K 0.18% 47
2025
Q2 		$835K Sell
2,677
-59
-2% -$22.5K 0.16% 48
2025
Q1 		$1.43M Buy
2,736
+28
+1% +$14.3K 0.29% 34
2024
Q4 		$1.37M Buy
2,708
+105
+4% +$59.7K 0.27% 32
2024
Q3 		$1.52M Sell
2,603
-86
-3% -$48.6K 0.31% 24
2024
Q2 		$1.37M Buy
2,689
+32
+1% +$15.7K 0.29% 26
2024
Q1 		$1.31M Sell
2,657
-38
-1% -$19.3K 0.29% 28
2023
Q4 		$1.42M Sell
2,695
-4
-0.1% -$2.13K 0.34% 21
2023
Q3 		$1.36M Buy
2,699
+89
+3% +$43.8K 0.36% 23
2023
Q2 		$1.25M Buy
2,610
+37
+1% +$18.1K 0.36% 23
2023
Q1 		$1.22M Sell
2,573
-15
-0.6% -$7.24K 0.39% 21
2022
Q4 		$1.37M Sell
2,588
-5,159
-67% -$2.73M 0.5% 17
2022
Q3 		$1.02M Buy
7,747
+5,292
+216% +$2.78M 0.45% 22
2022
Q2 		$1.26M Sell
2,455
-73
-3% -$36.7K 0.48% 14
2022
Q1 		$1.3M Buy
2,528
+108
+4% +$52.1K 0.45% 24
2021
Q4 		$1.22M Buy
2,420
+123
+5% +$55.7K 0.41% 25
2021
Q3 		$894K Buy
2,297
+85
+4% +$35.2K 0.34% 34
2021
Q2 		$878K Buy
2,212
+47
+2% +$18.7K 0.31% 35
2021
Q1 		$806K Buy
2,165
+94
+5% +$32.6K 0.31% 32
2020
Q4 		$726K Buy
2,071
+42
+2% +$14.1K 0.29% 33
2020
Q3 		$619K Buy
2,029
+87
+4% +$26.7K 0.29% 31
2020
Q2 		$570K Sell
1,942
-16
-0.8% -$4.58K 0.34% 33
2020
Q1 		$485K Buy
1,958
+16
+0.8% +$4.4K 0.28% 34
2019
Q4 		$569K Sell
1,942
-19
-1% -$4.97K 0.27% 37
2019
Q3 		$423K Sell
1,961
-50
-2% -$12.1K 0.22% 46
2019
Q2 		$495K Buy
+2,011
New +$484K 0.28% 38

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

TLWM Financial's UNH Position: Q2 2026 in Review

TLWM Financial increased its UnitedHealth (UNH) stake by 2% in Q2 2026, buying an estimated $24.5K and bringing the position to 3,406 shares worth $1.42M. The position accounts for 0.23% of the portfolio, ranked #34.

TLWM Financial first reported a position in UNH in Q2 2019 and has held it in 29 quarters since. The position peaked at $1.52M in Q3 2024. 568 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • TLWM Financial held 3,406 shares of UnitedHealth worth $1.42M as of Q2 2026.
  • TLWM Financial bought 66 UnitedHealth shares in Q2 2026, an estimated $24.5K.
  • UnitedHealth made up 0.23% of TLWM Financial's portfolio in Q2 2026, its #34 holding.
  • TLWM Financial first reported a position in UnitedHealth in Q2 2019 and has held it in 29 quarters since.
  • TLWM Financial's UnitedHealth position peaked at $1.52M in Q3 2024.
  • 568 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on TLWM Financial's 13F filing for Q2 2026, filed 7 Jul 2026.