Lakewood Asset Management’s UnitedHealth UNH Stock Holding History

Lakewood Asset 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
2025 Q2	–	Sell	-537	Closed	-$281K	–	103
2025 Q1	$281K	Sell	537 -28	-5%	-$14.3K	0.19%	77
2024 Q4	$286K	Buy	565 +2	+0.4%	+$1.14K	0.2%	92
2024 Q3	$329K	Buy	563 +1	+0.2%	+$566	0.22%	86
2024 Q2	$286K	Buy	562 +2	+0.4%	+$980	0.2%	91
2024 Q1	$277K	Buy	560 +1	+0.2%	+$508	0.19%	93
2023 Q4	$294K	Buy	559 +2	+0.4%	+$1.07K	0.23%	79
2023 Q3	$281K	Buy	557 +1	+0.2%	+$492	0.23%	90
2023 Q2	$267K	Buy	556 +2	+0.4%	+$978	0.21%	92
2023 Q1	$262K	Buy	554 +1	+0.2%	+$483	0.22%	91
2022 Q4	$293K	Buy	+553	New	+$293K	0.24%	83

Other funds holding UNH

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Lakewood Asset Management's UNH Position: Q2 2025 in Review

Lakewood Asset Management sold out of UnitedHealth (UNH) in Q2 2025, closing a stake of 537 shares — an estimated $281K sold.

Lakewood Asset Management first reported a position in UNH in Q4 2022 and held it in 10 quarters. The position peaked at $329K in Q3 2024. 3,178 funds tracked by Wall St. Rank hold UNH as of Q2 2025.

Lakewood Asset Management reported no remaining UnitedHealth position as of Q2 2025 after selling out during the quarter.
Lakewood Asset Management sold 537 UnitedHealth shares in Q2 2025, an estimated $281K.
Lakewood Asset Management first reported a position in UnitedHealth in Q4 2022 and held it in 10 quarters.
Lakewood Asset Management's UnitedHealth position peaked at $329K in Q3 2024.
3,178 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2025.

Based on Lakewood Asset Management's 13F filing for Q2 2025, filed 17 Jul 2025.