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Graves Light Lenhart Wealth’s UnitedHealth UNH Stock Holding History

Graves Light Lenhart Wealth’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 		$848K Buy
2,040
+18
+0.9% +$6.67K 0.08% 98
2026
Q1 		$547K Sell
2,022
-17
-0.8% -$5.06K 0.06% 111
2025
Q4 		$673K Hold
2,039
– – 0.07% 102
2025
Q3 		$704K Buy
2,039
+319
+19% +$96.5K 0.08% 101
2025
Q2 		$537K Hold
1,720
– – 0.06% 109
2025
Q1 		$901K Buy
1,720
+48
+3% +$24.5K 0.11% 83
2024
Q4 		$846K Hold
1,672
– – 0.11% 88
2024
Q3 		$978K Hold
1,672
– – 0.12% 83
2024
Q2 		$827K Buy
1,672
+8
+0.5% +$3.92K 0.09% 87
2024
Q1 		$823K Sell
1,664
-13
-0.8% -$6.61K 0.1% 89
2023
Q4 		$883K Hold
1,677
– – 0.11% 82
2023
Q3 		$880K Hold
1,677
– – 0.12% 81
2023
Q2 		$806K Buy
1,677
+13
+0.8% +$6.36K 0.11% 93
2023
Q1 		$786K Hold
1,664
– – 0.12% 84
2022
Q4 		$882K Sell
1,664
-18
-1% -$9.54K 0.14% 88
2022
Q3 		$849K Buy
1,682
+18
+1% +$9.46K 0.14% 87
2022
Q2 		$855K Hold
1,664
– – 0.13% 88
2022
Q1 		$849K Sell
1,664
-257
-13% -$124K 0.12% 88
2021
Q4 		$965K Buy
1,921
+33
+2% +$14.9K 0.14% 83
2021
Q3 		$738K Hold
1,888
– – 0.12% 86
2021
Q2 		$756K Sell
1,888
-222
-11% -$88.5K 0.12% 80
2021
Q1 		$785K Buy
2,110
+81
+4% +$28.1K 0.13% 80
2020
Q4 		$712K Hold
2,029
– – 0.13% 77
2020
Q3 		$633K Sell
2,029
-2
-0.1% -$614 0.14% 78
2020
Q2 		$599K Hold
2,031
– – 0.14% 81
2020
Q1 		$506K Sell
2,031
-41
-2% -$11.3K 0.14% 82
2019
Q4 		$609K Buy
2,072
+79
+4% +$20.7K 0.13% 91
2019
Q3 		$504K Sell
1,993
-2
-0.1% -$483 0.11% 102
2019
Q2 		$487K Buy
1,995
+47
+2% +$11.3K 0.12% 95
2019
Q1 		$482K Hold
1,948
– – 0.12% 91
2018
Q4 		$485K Buy
+1,948
New +$515K 0.14% 86

Other funds holding UNH

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
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
PAM
PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
OIAM
OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Graves Light Lenhart Wealth's UNH Position: Q2 2026 in Review

Graves Light Lenhart Wealth increased its UnitedHealth (UNH) stake by 0.89% in Q2 2026, buying an estimated $6.67K and bringing the position to 2,040 shares worth $848K. The position accounts for 0.08% of the portfolio, ranked #98.

Graves Light Lenhart Wealth first reported a position in UNH in Q4 2018 and has held it in 31 quarters since. The position peaked at $978K in Q3 2024. 568 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • Graves Light Lenhart Wealth held 2,040 shares of UnitedHealth worth $848K as of Q2 2026.
  • Graves Light Lenhart Wealth bought 18 UnitedHealth shares in Q2 2026, an estimated $6.67K.
  • UnitedHealth made up 0.08% of Graves Light Lenhart Wealth's portfolio in Q2 2026, its #98 holding.
  • Graves Light Lenhart Wealth first reported a position in UnitedHealth in Q4 2018 and has held it in 31 quarters since.
  • Graves Light Lenhart Wealth's UnitedHealth position peaked at $978K in Q3 2024.
  • 568 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Graves Light Lenhart Wealth's 13F filing for Q2 2026, filed 7 Jul 2026.