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Kelly Lawrence W & Associates’s UnitedHealth UNH Stock Holding History

Kelly Lawrence W & 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 		$15.1M Sell
36,429
-120
-0.3% -$44.5K 3.24% 9
2026
Q1 		$9.89M Sell
36,549
-1,990
-5% -$593K 2.75% 14
2025
Q4 		$12.7M Sell
38,539
-140
-0.4% -$47.4K 3.1% 11
2025
Q3 		$13.4M Sell
38,679
-111
-0.3% -$33.6K 3.24% 12
2025
Q2 		$12.1M Buy
+38,790
New +$14.8M 3.17% 14
2017
Q2 		– Sell
-8
Closed -$1K – 196
2017
Q1 		$1K Buy
+8
New +$1.31K ﹤0.01% 169

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

Kelly Lawrence W & Associates's UNH Position: Q2 2026 in Review

Kelly Lawrence W & Associates reduced its UnitedHealth (UNH) stake by 0.33% in Q2 2026, selling an estimated $44.5K and leaving 36,429 shares worth $15.1M. The position accounts for 3.24% of the portfolio, ranked #9.

Kelly Lawrence W & Associates first reported a position in UNH in Q1 2017 and has held it in 6 quarters since. 3,387 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • Kelly Lawrence W & Associates held 36,429 shares of UnitedHealth worth $15.1M as of Q2 2026.
  • Kelly Lawrence W & Associates sold 120 UnitedHealth shares in Q2 2026, an estimated $44.5K.
  • UnitedHealth made up 3.24% of Kelly Lawrence W & Associates's portfolio in Q2 2026, its #9 holding.
  • Kelly Lawrence W & Associates first reported a position in UnitedHealth in Q1 2017 and has held it in 6 quarters since.
  • 3,387 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Kelly Lawrence W & Associates's 13F filing for Q2 2026, filed 14 Aug 2026.