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Laidlaw Wealth Management’s UnitedHealth UNH Stock Holding History

Laidlaw Wealth Management’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 		$208K Buy
+500
New +$185K 0.59% 55
2025
Q1 		– Sell
-1,409
Closed -$713K – 144
2024
Q4 		$713K Buy
1,409
+24
+2% +$13.6K 0.31% 80
2024
Q3 		$810K Sell
1,385
-89
-6% -$50.3K 0.4% 70
2024
Q2 		$751K Sell
1,474
-399
-21% -$196K 0.41% 66
2024
Q1 		$927K Sell
1,873
-4,902
-72% -$2.49M 0.52% 61
2023
Q4 		$3.57M Sell
6,775
-492
-7% -$262K 1.3% 14
2023
Q3 		$3.66M Sell
7,267
-2,434
-25% -$1.2M 1.21% 16
2023
Q2 		$4.66M Sell
9,701
-141
-1% -$68.9K 0.91% 23
2023
Q1 		$4.65M Buy
9,842
+10
+0.1% +$4.83K 0.95% 17
2022
Q4 		$5.21M Buy
9,832
+157
+2% +$83.2K 1.12% 12
2022
Q3 		$4.89M Buy
9,675
+521
+6% +$274K 1.14% 13
2022
Q2 		$4.7M Sell
9,154
-250
-3% -$126K 0.96% 14
2022
Q1 		$4.8M Buy
9,404
+319
+4% +$154K 0.8% 26
2021
Q4 		$4.56M Buy
9,085
+461
+5% +$209K 0.73% 28
2021
Q3 		$3.37M Buy
8,624
+824
+11% +$341K 0.86% 31
2021
Q2 		$3.12M Buy
7,800
+78
+1% +$31.1K 0.81% 33
2021
Q1 		$2.87M Sell
7,722
-354
-4% -$123K 0.98% 28
2020
Q4 		$2.83M Buy
8,076
+3,157
+64% +$1.06M 0.6% 42
2020
Q3 		$1.53M Sell
4,919
-99
-2% -$30.4K 0.68% 46
2020
Q2 		$1.48M Buy
5,018
+366
+8% +$105K 0.77% 43
2020
Q1 		$1.16M Sell
4,652
-242
-5% -$66.6K 0.76% 45
2019
Q4 		$1.44M Buy
+4,894
New +$1.28M 0.91% 32

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

Laidlaw Wealth Management's UNH Position: Q2 2026 in Review

Laidlaw Wealth Management opened a new position in UnitedHealth (UNH) in Q2 2026: 500 shares worth $208K. The stake represents 0.59% of the portfolio and ranks #55 among its holdings. This is a return to the name: Laidlaw Wealth Management previously reported a position in UNH as recently as Q4 2024.

Laidlaw Wealth Management first reported a position in UNH in Q4 2019 and has held it in 22 quarters since. The position peaked at $5.21M in Q4 2022. 3,378 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • Laidlaw Wealth Management held 500 shares of UnitedHealth worth $208K as of Q2 2026.
  • UnitedHealth was a new Laidlaw Wealth Management position in Q2 2026.
  • UnitedHealth made up 0.59% of Laidlaw Wealth Management's portfolio in Q2 2026, its #55 holding.
  • Laidlaw Wealth Management first reported a position in UnitedHealth in Q4 2019 and has held it in 22 quarters since.
  • Laidlaw Wealth Management's UnitedHealth position peaked at $5.21M in Q4 2022.
  • 3,378 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Laidlaw Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.