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Lake Street Private Wealth’s UnitedHealth UNH Stock Holding History

Lake Street Private Wealth’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 		$10.3M Buy
24,723
+33
+0.1% +$12.2K 1.18% 23
2026
Q1 		$6.68M Buy
24,690
+10,522
+74% +$3.13M 0.85% 34
2025
Q4 		$4.68M Sell
14,168
-3,224
-19% -$1.09M 0.57% 54
2025
Q3 		$6.01M Buy
17,392
+177
+1% +$53.5K 0.77% 36
2025
Q2 		$5.37M Buy
17,215
+12,131
+239% +$4.64M 0.76% 41
2025
Q1 		$2.66M Buy
5,084
+3,663
+258% +$1.87M 0.43% 64
2024
Q4 		$719K Sell
1,421
-190
-12% -$108K 0.11% 118
2024
Q3 		$942K Sell
1,611
-2,012
-56% -$1.14M 0.15% 114
2024
Q2 		$1.84M Sell
3,623
-71
-2% -$34.8K 0.24% 96
2024
Q1 		$1.83M Sell
3,694
-887
-19% -$451K 0.25% 97
2023
Q4 		$2.41M Sell
4,581
-563
-11% -$300K 0.38% 73
2023
Q3 		$2.62M Buy
5,144
+181
+4% +$89.1K 0.47% 61
2023
Q2 		$2.39M Buy
4,963
+2,515
+103% +$1.23M 0.42% 74
2023
Q1 		$1.16M Sell
2,448
-706
-22% -$341K 0.22% 116
2022
Q4 		$1.67M Buy
3,154
+191
+6% +$101K 0.35% 88
2022
Q3 		$1.5M Buy
2,963
+9
+0.3% +$4.73K 0.34% 87
2022
Q2 		$1.52M Buy
2,954
+94
+3% +$47.2K 0.32% 91
2022
Q1 		$1.46M Buy
2,860
+266
+10% +$128K 0.26% 100
2021
Q4 		$1.3M Buy
2,594
+1,264
+95% +$572K 0.23% 108
2021
Q3 		$520K Buy
1,330
+441
+50% +$183K 0.13% 144
2021
Q2 		$360K Buy
889
+250
+39% +$99.7K 0.09% 162
2021
Q1 		$238K Buy
639
+34
+6% +$11.8K 0.07% 188
2020
Q4 		$212K Buy
+605
New +$203K 0.06% 187

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 $3.38T AUM 44.17% 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

Lake Street Private Wealth's UNH Position: Q2 2026 in Review

Lake Street Private Wealth increased its UnitedHealth (UNH) stake by 0.13% in Q2 2026, buying an estimated $12.2K and bringing the position to 24,723 shares worth $10.3M. The position accounts for 1.18% of the portfolio, ranked #23.

Lake Street Private Wealth first reported a position in UNH in Q4 2020 and has held it in 23 quarters since. 3,394 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • Lake Street Private Wealth held 24,723 shares of UnitedHealth worth $10.3M as of Q2 2026.
  • Lake Street Private Wealth bought 33 UnitedHealth shares in Q2 2026, an estimated $12.2K.
  • UnitedHealth made up 1.18% of Lake Street Private Wealth's portfolio in Q2 2026, its #23 holding.
  • Lake Street Private Wealth first reported a position in UnitedHealth in Q4 2020 and has held it in 23 quarters since.
  • 3,394 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Lake Street Private Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.