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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
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Lake Street Private Wealth's UNH Position: Q1 2026 in Review

Lake Street Private Wealth increased its UnitedHealth (UNH) stake by 74% in Q1 2026, buying an estimated $3.13M and bringing the position to 24,690 shares worth $6.68M. The position accounts for 0.85% of the portfolio, ranked #34.

Lake Street Private Wealth first reported a position in UNH in Q4 2020 and has held it in 22 quarters since. 3,024 funds tracked by Wall St. Rank hold UNH as of Q1 2026.

  • Lake Street Private Wealth held 24,690 shares of UnitedHealth worth $6.68M as of Q1 2026.
  • Lake Street Private Wealth bought 10,522 UnitedHealth shares in Q1 2026, an estimated $3.13M.
  • UnitedHealth made up 0.85% of Lake Street Private Wealth's portfolio in Q1 2026, its #34 holding.
  • Lake Street Private Wealth first reported a position in UnitedHealth in Q4 2020 and has held it in 22 quarters since.
  • 3,024 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.

Based on Lake Street Private Wealth's 13F filing for Q1 2026, filed 13 Apr 2026.