JDLA
UNH icon

J. Derek Lewis & Associates’s UnitedHealth UNH Stock Holding History

J. Derek Lewis & 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 		$591K Sell
1,422
-310
-18% -$115K 0.11% 102
2026
Q1 		$442K Buy
1,732
+193
+13% +$57.5K 0.1% 112
2025
Q4 		$508K Buy
+1,539
New +$522K 0.12% 93

Other funds holding UNH

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

J. Derek Lewis & Associates's UNH Position: Q2 2026 in Review

J. Derek Lewis & Associates reduced its UnitedHealth (UNH) stake by 18% in Q2 2026, selling an estimated $115K and leaving 1,422 shares worth $591K. The position accounts for 0.11% of the portfolio, ranked #102.

J. Derek Lewis & Associates first reported a position in UNH in Q4 2025 and has held it in 3 quarters since. 2,125 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • J. Derek Lewis & Associates held 1,422 shares of UnitedHealth worth $591K as of Q2 2026.
  • J. Derek Lewis & Associates sold 310 UnitedHealth shares in Q2 2026, an estimated $115K.
  • UnitedHealth made up 0.11% of J. Derek Lewis & Associates's portfolio in Q2 2026, its #102 holding.
  • J. Derek Lewis & Associates first reported a position in UnitedHealth in Q4 2025 and has held it in 3 quarters since.
  • 2,125 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on J. Derek Lewis & Associates's 13F filing for Q2 2026, filed 31 Jul 2026.