Lafayette Investments’s UnitedHealth UNH Stock Holding History

Lafayette Investments’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	$248K	Hold	918	–	–	0.05%	138
2025 Q4	$303K	Hold	918	–	–	0.06%	130
2025 Q3	$317K	Hold	918	–	–	0.06%	127
2025 Q2	$286K	Buy	918 +195	+27%	+$74.5K	0.06%	129
2025 Q1	$379K	Buy	723 +88	+14%	+$45K	0.08%	108
2024 Q4	$321K	Sell	635 -65	-9%	-$36.9K	0.07%	114
2024 Q3	$409K	Sell	700 -225	-24%	-$127K	0.09%	99
2024 Q2	$471K	Sell	925 -200	-18%	-$98K	0.11%	86
2024 Q1	$557K	Buy	1,125 +50	+5%	+$25.4K	0.13%	77
2023 Q4	$566K	Sell	1,075 -20	-2%	-$10.7K	0.14%	78
2023 Q3	$552K	Hold	1,095	–	–	0.15%	76
2023 Q2	$526K	Buy	1,095 +100	+10%	+$48.9K	0.14%	78
2023 Q1	$470K	Hold	995	–	–	0.13%	82
2022 Q4	$528K	Hold	995	–	–	0.15%	76
2022 Q3	$503K	Hold	995	–	–	0.16%	74
2022 Q2	$511K	Hold	995	–	–	0.15%	77
2022 Q1	$507K	Hold	995	–	–	0.13%	82
2021 Q4	$500K	Hold	995	–	–	0.12%	87
2021 Q3	$389K	Sell	995 -15	-1%	-$6.21K	0.11%	88
2021 Q2	$404K	Buy	+1,010	New	+$403K	0.11%	86

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

Lafayette Investments's UNH Position: Q1 2026 in Review

Lafayette Investments held its UnitedHealth (UNH) position steady in Q1 2026 at 918 shares worth $248K. The position accounts for 0.05% of the portfolio, ranked #138.

Lafayette Investments first reported a position in UNH in Q2 2021 and has held it in 20 quarters since. The position peaked at $566K in Q4 2023. 3,025 funds tracked by Wall St. Rank hold UNH as of Q1 2026.

Lafayette Investments held 918 shares of UnitedHealth worth $248K as of Q1 2026.
Lafayette Investments left its UnitedHealth share count unchanged in Q1 2026.
UnitedHealth made up 0.05% of Lafayette Investments's portfolio in Q1 2026, its #138 holding.
Lafayette Investments first reported a position in UnitedHealth in Q2 2021 and has held it in 20 quarters since.
Lafayette Investments's UnitedHealth position peaked at $566K in Q4 2023.
3,025 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.

Based on Lafayette Investments's 13F filing for Q1 2026, filed 27 Apr 2026.