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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
Q2 		$10.2M Hold
24,446
– – 3.79% 4
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
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Carnegie Lake Advisors's UNH Position: Q2 2026 in Review

Carnegie Lake Advisors held its UnitedHealth (UNH) position steady in Q2 2026 at 24,446 shares worth $10.2M. The position accounts for 3.79% of the portfolio, ranked #4.

Carnegie Lake Advisors first reported a position in UNH in Q3 2024 and has held it in 8 quarters since. The position peaked at $15.1M in Q3 2024. 3,378 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • Carnegie Lake Advisors held 24,446 shares of UnitedHealth worth $10.2M as of Q2 2026.
  • Carnegie Lake Advisors left its UnitedHealth share count unchanged in Q2 2026.
  • UnitedHealth made up 3.79% of Carnegie Lake Advisors's portfolio in Q2 2026, its #4 holding.
  • Carnegie Lake Advisors first reported a position in UnitedHealth in Q3 2024 and has held it in 8 quarters since.
  • Carnegie Lake Advisors's UnitedHealth position peaked at $15.1M in Q3 2024.
  • 3,378 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Carnegie Lake Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.