Lanham O'Dell & Company’s UnitedHealth UNH Stock Holding History

Lanham O'Dell & Company’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 Q4	$287K	Hold	869	–	–	0.08%	24
2025 Q3	$300K	Sell	869 -71	-8%	-$21.5K	0.1%	22
2025 Q2	$293K	Buy	940 +71	+8%	+$27.1K	0.12%	23
2025 Q1	$455K	Hold	869	–	–	0.26%	11
2024 Q4	$440K	Hold	869	–	–	0.24%	12
2024 Q3	$508K	Hold	869	–	–	0.29%	11
2024 Q2	$443K	Hold	869	–	–	0.25%	12
2024 Q1	$430K	Buy	869 +14	+2%	+$7.12K	0.22%	16
2023 Q4	$450K	Hold	855	–	–	0.31%	16
2023 Q3	$431K	Hold	855	–	–	0.35%	8
2023 Q2	$411K	Hold	855	–	–	0.37%	9
2023 Q1	$404K	Sell	855 -65	-7%	-$31.4K	0.44%	10
2022 Q4	$488K	Hold	920	–	–	1.06%	9
2022 Q3	$465K	Hold	920	–	–	1.65%	14
2022 Q2	$473K	Hold	920	–	–	2.35%	8
2022 Q1	$469K	Hold	920	–	–	0.36%	10
2021 Q4	$462K	Buy	+920	New	+$416K	0.36%	10

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

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

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

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

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Lanham O'Dell & Company's UNH Position: Q4 2025 in Review

Lanham O'Dell & Company held its UnitedHealth (UNH) position steady in Q4 2025 at 869 shares worth $287K. The position accounts for 0.08% of the portfolio, ranked #24.

Lanham O'Dell & Company first reported a position in UNH in Q4 2021 and has held it in 17 quarters since. The position peaked at $508K in Q3 2024. 3,296 funds tracked by Wall St. Rank hold UNH as of Q4 2025.

Lanham O'Dell & Company held 869 shares of UnitedHealth worth $287K as of Q4 2025.
Lanham O'Dell & Company left its UnitedHealth share count unchanged in Q4 2025.
UnitedHealth made up 0.08% of Lanham O'Dell & Company's portfolio in Q4 2025, its #24 holding.
Lanham O'Dell & Company first reported a position in UnitedHealth in Q4 2021 and has held it in 17 quarters since.
Lanham O'Dell & Company's UnitedHealth position peaked at $508K in Q3 2024.
3,296 funds tracked by Wall St. Rank held UnitedHealth as of Q4 2025.

Based on Lanham O'Dell & Company's 13F filing for Q4 2025, filed 12 Jan 2026.