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Douglas Lane & Associates’s UnitedHealth UNH Stock Holding History

Douglas Lane & 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
Q2 		$31M Sell
74,671
-2,527
-3% -$937K 0.42% 83
2026
Q1 		$20.9M Buy
77,198
+8,573
+12% +$2.55M 0.3% 101
2025
Q4 		$22.7M Sell
68,625
-5,449
-7% -$1.85M 0.31% 99
2025
Q3 		$25.6M Sell
74,074
-3,197
-4% -$967K 0.36% 95
2025
Q2 		$24.1M Sell
77,271
-8,458
-10% -$3.23M 0.35% 95
2025
Q1 		$44.9M Buy
85,729
+1,027
+1% +$525K 0.66% 62
2024
Q4 		$42.8M Buy
84,702
+1,406
+2% +$799K 0.6% 70
2024
Q3 		$48.7M Sell
83,296
-301
-0.4% -$170K 0.67% 58
2024
Q2 		$42.6M Buy
83,597
+11,712
+16% +$5.74M 0.6% 65
2024
Q1 		$35.6M Buy
71,885
+8,611
+14% +$4.38M 0.5% 78
2023
Q4 		$33.3M Sell
63,274
-2,516
-4% -$1.34M 0.51% 77
2023
Q3 		$33.2M Sell
65,790
-5,055
-7% -$2.49M 0.56% 69
2023
Q2 		$34.1M Sell
70,845
-2,462
-3% -$1.2M 0.55% 68
2023
Q1 		$34.6M Sell
73,307
-1,691
-2% -$816K 0.58% 64
2022
Q4 		$39.8M Sell
74,998
-3,909
-5% -$2.07M 0.66% 58
2022
Q3 		$39.9M Sell
78,907
-5,402
-6% -$2.84M 0.74% 55
2022
Q2 		$43.3M Sell
84,309
-9,299
-10% -$4.67M 0.74% 58
2022
Q1 		$47.7M Sell
93,608
-1,359
-1% -$655K 0.67% 59
2021
Q4 		$47.7M Sell
94,967
-1,164
-1% -$527K 0.63% 66
2021
Q3 		$37.6M Sell
96,131
-1,362
-1% -$564K 0.54% 77
2021
Q2 		$39M Buy
97,493
+480
+0.5% +$191K 0.55% 75
2021
Q1 		$36.1M Sell
97,013
-274
-0.3% -$94.9K 0.56% 73
2020
Q4 		$34.1M Sell
97,287
-352
-0.4% -$118K 0.57% 71
2020
Q3 		$30.4M Buy
97,639
+9,038
+10% +$2.78M 0.6% 60
2020
Q2 		$26.1M Sell
88,601
-432
-0.5% -$124K 0.56% 62
2020
Q1 		$22.2M Buy
89,033
+2,292
+3% +$631K 0.58% 58
2019
Q4 		$25.5M Buy
86,741
+21,919
+34% +$5.73M 0.47% 73
2019
Q3 		$14.1M Buy
64,822
+24,062
+59% +$5.81M 0.28% 91
2019
Q2 		$9.95M Buy
40,760
+32,242
+379% +$7.75M 0.19% 101
2019
Q1 		$2.11M Buy
8,518
+5,109
+150% +$1.3M 0.04% 129
2018
Q4 		$849K Buy
3,409
+597
+21% +$158K 0.02% 146
2018
Q3 		$748K Buy
2,812
+768
+38% +$200K 0.01% 156
2018
Q2 		$501K Sell
2,044
-744
-27% -$179K 0.01% 163
2018
Q1 		$597K Sell
2,788
-30
-1% -$6.85K 0.01% 160
2017
Q4 		$621K Buy
2,818
+151
+6% +$32K 0.01% 160
2017
Q3 		$522K Buy
2,667
+29
+1% +$5.6K 0.01% 170
2017
Q2 		$489K Sell
2,638
-65
-2% -$11.4K 0.01% 172
2017
Q1 		$443K Sell
2,703
-379
-12% -$62.1K 0.01% 176
2016
Q4 		$493K Sell
3,082
-283
-8% -$42.3K 0.01% 175
2016
Q3 		$471K Sell
3,365
-1,207
-26% -$169K 0.01% 172
2016
Q2 		$646K Sell
4,572
-401
-8% -$53.5K 0.02% 166
2016
Q1 		$641K Buy
+4,973
New +$588K 0.02% 164

Other funds holding UNH

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
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
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 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
ECSS
Eurizon Capital SGR SpA Milan $37.3B AUM

Douglas Lane & Associates's UNH Position: Q2 2026 in Review

Douglas Lane & Associates reduced its UnitedHealth (UNH) stake by 3.3% in Q2 2026, selling an estimated $937K and leaving 74,671 shares worth $31M. The position accounts for 0.42% of the portfolio, ranked #83.

Douglas Lane & Associates first reported a position in UNH in Q1 2016 and has held it in 42 quarters since. The position peaked at $48.7M in Q3 2024. 1,444 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • Douglas Lane & Associates held 74,671 shares of UnitedHealth worth $31M as of Q2 2026.
  • Douglas Lane & Associates sold 2,527 UnitedHealth shares in Q2 2026, an estimated $937K.
  • UnitedHealth made up 0.42% of Douglas Lane & Associates's portfolio in Q2 2026, its #83 holding.
  • Douglas Lane & Associates first reported a position in UnitedHealth in Q1 2016 and has held it in 42 quarters since.
  • Douglas Lane & Associates's UnitedHealth position peaked at $48.7M in Q3 2024.
  • 1,444 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Douglas Lane & Associates's 13F filing for Q2 2026, filed 14 Jul 2026.