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Alan B. Lancz & Associates’s UnitedHealth UNH Stock Holding History

Alan B. Lancz & Associates’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
Q1 		– Sell
-1,055
Closed -$348K – 138
2025
Q4 		$348K Sell
1,055
-200
-16% -$67.8K 0.31% 83
2025
Q3 		$433K Sell
1,255
-50
-4% -$15.1K 0.39% 65
2025
Q2 		$407K Buy
+1,305
New +$499K 0.41% 62

Other funds holding UNH

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Alan B. Lancz & Associates's UNH Position: Q1 2026 in Review

Alan B. Lancz & Associates sold out of UnitedHealth (UNH) in Q1 2026, closing a stake of 1,055 shares — an estimated $348K sold.

Alan B. Lancz & Associates first reported a position in UNH in Q2 2025 and held it in 3 quarters. The position peaked at $433K in Q3 2025. 3,024 funds tracked by Wall St. Rank hold UNH as of Q1 2026.

  • Alan B. Lancz & Associates reported no remaining UnitedHealth position as of Q1 2026 after selling out during the quarter.
  • Alan B. Lancz & Associates sold 1,055 UnitedHealth shares in Q1 2026, an estimated $348K.
  • Alan B. Lancz & Associates first reported a position in UnitedHealth in Q2 2025 and held it in 3 quarters.
  • Alan B. Lancz & Associates's UnitedHealth position peaked at $433K in Q3 2025.
  • 3,024 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.

Based on Alan B. Lancz & Associates's 13F filing for Q1 2026, filed 5 May 2026.