Carnegie Lake Advisors’s UnitedHealth UNH Stock Holding History

Carnegie Lake 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 Q1	$6.61M	Sell	24,446 -20	-0.1%	-$5.96K	2.63%	9
2025 Q4	$8.08M	Hold	24,466	–	–	3.08%	6
2025 Q3	$8.45M	Hold	24,466	–	–	3.25%	5
2025 Q2	$7.63M	Sell	24,466 -179	-0.7%	-$68.4K	3.02%	5
2025 Q1	$12.9M	Sell	24,645 -1,201	-5%	-$614K	5.24%	2
2024 Q4	$13.1M	Hold	25,846	–	–	5.28%	3
2024 Q3	$15.1M	Buy	+25,846	New	+$14.6M	5.98%	1

Other funds holding UNH

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Carnegie Lake Advisors's UNH Position: Q1 2026 in Review

Carnegie Lake Advisors reduced its UnitedHealth (UNH) stake by 0.08% in Q1 2026, selling an estimated $5.96K and leaving 24,446 shares worth $6.61M. The position accounts for 2.63% of the portfolio, ranked #9.

Carnegie Lake Advisors first reported a position in UNH in Q3 2024 and has held it in 7 quarters since. The position peaked at $15.1M in Q3 2024. 3,019 funds tracked by Wall St. Rank hold UNH as of Q1 2026.

Carnegie Lake Advisors held 24,446 shares of UnitedHealth worth $6.61M as of Q1 2026.
Carnegie Lake Advisors sold 20 UnitedHealth shares in Q1 2026, an estimated $5.96K.
UnitedHealth made up 2.63% of Carnegie Lake Advisors's portfolio in Q1 2026, its #9 holding.
Carnegie Lake Advisors first reported a position in UnitedHealth in Q3 2024 and has held it in 7 quarters since.
Carnegie Lake Advisors's UnitedHealth position peaked at $15.1M in Q3 2024.
3,019 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.

Based on Carnegie Lake Advisors's 13F filing for Q1 2026, filed 29 Apr 2026.