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UnitedHealth shares owned by Taylor Financial Group

Quarter-by-quarter ownership of UnitedHealth (UNH) shares owned by Taylor Financial Group from 13F filings

Historical chart of Taylor Financial Group investment in UnitedHealth

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All positions including UnitedHealth held by Taylor Financial Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in UnitedHealth by Taylor Financial Group

Quarter filed Position value Share count Share price at filing
2026-06-30 $210k 505 415.63
2025-03-31 $265k 505 523.75
2024-12-31 $256k 505 505.86
2024-09-30 $295k 505 584.68
2024-06-30 $257k 505 509.26
2024-03-31 $250k 505 494.70
2023-12-31 $266k 505 526.47