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Traynor Capital Management’s UnitedHealth UNH Stock Holding History

Traynor Capital 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 		$617K Sell
1,485
-394
-21% -$146K 0.03% 174
2026
Q1 		$492K Buy
1,879
+360
+24% +$107K 0.03% 176
2025
Q4 		$501K Buy
1,519
+364
+32% +$123K 0.03% 184
2025
Q3 		$399K Sell
1,155
-9
-0.8% -$2.72K 0.02% 209
2025
Q2 		$380K Buy
+1,164
New +$445K 0.03% 156
2025
Q1 		– Sell
-858
Closed -$434K – 325
2024
Q4 		$434K Sell
858
-191
-18% -$109K 0.03% 156
2024
Q3 		$613K Sell
1,049
-135
-11% -$76.4K 0.04% 129
2024
Q2 		$603K Sell
1,184
-242
-17% -$119K 0.05% 122
2024
Q1 		$705K Buy
1,426
+180
+14% +$91.5K 0.06% 120
2023
Q4 		$656K Buy
1,246
+10
+0.8% +$5.33K 0.07% 116
2023
Q3 		$623K Sell
1,236
-257
-17% -$126K 0.08% 110
2023
Q2 		$718K Sell
1,493
-108
-7% -$52.8K 0.09% 103
2023
Q1 		$757K Sell
1,601
-5
-0.3% -$2.41K 0.11% 97
2022
Q4 		$851K Buy
1,606
+925
+136% +$490K 0.12% 94
2022
Q3 		$344K Sell
681
-31
-4% -$16.3K 0.06% 116
2022
Q2 		$365K Sell
712
-435
-38% -$218K 0.06% 106
2022
Q1 		$585K Sell
1,147
-446
-28% -$215K 0.08% 106
2021
Q4 		$800K Sell
1,593
-235
-13% -$106K 0.09% 101
2021
Q3 		$714K Buy
1,828
+46
+3% +$19.1K 0.1% 99
2021
Q2 		$729K Sell
1,782
-10
-0.6% -$3.99K 0.1% 93
2021
Q1 		$666K Buy
1,792
+290
+19% +$100K 0.11% 92
2020
Q4 		$527K Sell
1,502
-673
-31% -$226K 0.09% 97
2020
Q3 		$719K Buy
2,175
+213
+11% +$65.4K 0.16% 74
2020
Q2 		$578K Buy
1,962
+730
+59% +$209K 0.14% 83
2020
Q1 		$307K Buy
+1,232
New +$339K 0.11% 92

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

Traynor Capital Management's UNH Position: Q2 2026 in Review

Traynor Capital Management reduced its UnitedHealth (UNH) stake by 21% in Q2 2026, selling an estimated $146K and leaving 1,485 shares worth $617K. The position accounts for 0.03% of the portfolio, ranked #174.

Traynor Capital Management first reported a position in UNH in Q1 2020 and has held it in 25 quarters since. The position peaked at $851K in Q4 2022. 1,059 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • Traynor Capital Management held 1,485 shares of UnitedHealth worth $617K as of Q2 2026.
  • Traynor Capital Management sold 394 UnitedHealth shares in Q2 2026, an estimated $146K.
  • UnitedHealth made up 0.03% of Traynor Capital Management's portfolio in Q2 2026, its #174 holding.
  • Traynor Capital Management first reported a position in UnitedHealth in Q1 2020 and has held it in 25 quarters since.
  • Traynor Capital Management's UnitedHealth position peaked at $851K in Q4 2022.
  • 1,059 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Traynor Capital Management's 13F filing for Q2 2026, filed 22 Jul 2026.