Lakeshore Financial Planning’s UnitedHealth UNH Stock Holding History

Lakeshore Financial Planning’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	$221K	Buy	+530	New	+$196K	0.07%	86
2026 Q1	–	Sell	-614	Closed	-$203K	–	93
2025 Q4	$203K	Buy	614 +22	+4%	+$7.46K	0.07%	84
2025 Q3	$205K	Sell	592 -70	-11%	-$21.2K	0.08%	80
2025 Q2	$206K	Buy	662 +2	+0.3%	+$764	0.08%	74
2025 Q1	$346K	Hold	660	–	–	0.14%	44
2024 Q4	$334K	Hold	660	–	–	0.14%	48
2024 Q3	$386K	Buy	660 +38	+6%	+$21.5K	0.17%	42
2024 Q2	$317K	Hold	622	–	–	0.15%	45
2024 Q1	$308K	Hold	622	–	–	0.16%	44
2023 Q4	$327K	Buy	622 +1	+0.2%	+$533	0.18%	39
2023 Q3	$313K	Buy	+621	New	+$306K	0.18%	42

Other funds holding UNH

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

PAM

PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Lakeshore Financial Planning's UNH Position: Q2 2026 in Review

Lakeshore Financial Planning opened a new position in UnitedHealth (UNH) in Q2 2026: 530 shares worth $221K. The stake represents 0.07% of the portfolio and ranks #86 among its holdings. This is a return to the name: Lakeshore Financial Planning previously reported a position in UNH as recently as Q4 2025.

Lakeshore Financial Planning first reported a position in UNH in Q3 2023 and has held it in 11 quarters since. The position peaked at $386K in Q3 2024. 1,542 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

Lakeshore Financial Planning held 530 shares of UnitedHealth worth $221K as of Q2 2026.
UnitedHealth was a new Lakeshore Financial Planning position in Q2 2026.
UnitedHealth made up 0.07% of Lakeshore Financial Planning's portfolio in Q2 2026, its #86 holding.
Lakeshore Financial Planning first reported a position in UnitedHealth in Q3 2023 and has held it in 11 quarters since.
Lakeshore Financial Planning's UnitedHealth position peaked at $386K in Q3 2024.
1,542 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Lakeshore Financial Planning's 13F filing for Q2 2026, filed 13 Jul 2026.