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 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 New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Kelly Lawrence W & Associates's UNH Position: Q1 2026 in Review

Kelly Lawrence W & Associates reduced its UnitedHealth (UNH) stake by 5.2% in Q1 2026, selling an estimated $593K and leaving 36,549 shares worth $9.89M. The position accounts for 2.75% of the portfolio, ranked #14.

Kelly Lawrence W & Associates first reported a position in UNH in Q1 2017 and has held it in 5 quarters since. The position peaked at $13.4M in Q3 2025. 3,024 funds tracked by Wall St. Rank hold UNH as of Q1 2026.

Kelly Lawrence W & Associates held 36,549 shares of UnitedHealth worth $9.89M as of Q1 2026.
Kelly Lawrence W & Associates sold 1,990 UnitedHealth shares in Q1 2026, an estimated $593K.
UnitedHealth made up 2.75% of Kelly Lawrence W & Associates's portfolio in Q1 2026, its #14 holding.
Kelly Lawrence W & Associates first reported a position in UnitedHealth in Q1 2017 and has held it in 5 quarters since.
Kelly Lawrence W & Associates's UnitedHealth position peaked at $13.4M in Q3 2025.
3,024 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.

Based on Kelly Lawrence W & Associates's 13F filing for Q1 2026, filed 15 May 2026.