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Lantz Financial’s UnitedHealth UNH Stock Holding History

Lantz Financial’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 		$595K Buy
1,431
+132
+10% +$48.9K 0.11% 161
2026
Q1 		$351K Sell
1,299
-46
-3% -$13.7K 0.07% 194
2025
Q4 		$444K Buy
1,345
+7
+0.5% +$2.37K 0.09% 173
2025
Q3 		$462K Buy
1,338
+436
+48% +$132K 0.1% 162
2025
Q2 		$281K Sell
902
-43
-5% -$16.4K 0.07% 187
2025
Q1 		$495K Sell
945
-40
-4% -$20.4K 0.14% 138
2024
Q4 		$498K Sell
985
-104
-10% -$59.1K 0.13% 140
2024
Q3 		$637K Buy
1,089
+230
+27% +$130K 0.17% 121
2024
Q2 		$437K Sell
859
-73
-8% -$35.8K 0.14% 135
2024
Q1 		$461K Buy
932
+44
+5% +$22.4K 0.15% 134
2023
Q4 		$468K Buy
888
+76
+9% +$40.5K 0.17% 123
2023
Q3 		$409K Buy
812
+10
+1% +$4.92K 0.16% 124
2023
Q2 		$385K Sell
802
-35
-4% -$17.1K 0.15% 125
2023
Q1 		$396K Buy
837
+61
+8% +$29.4K 0.16% 118
2022
Q4 		$411K Buy
776
+62
+9% +$32.8K 0.19% 115
2022
Q3 		$361K Buy
714
+15
+2% +$7.89K 0.19% 113
2022
Q2 		$359K Sell
699
-10
-1% -$5.02K 0.16% 119
2022
Q1 		$362K Sell
709
-25
-3% -$12.1K 0.15% 119
2021
Q4 		$369K Buy
734
+4
+0.5% +$1.81K 0.17% 114
2021
Q3 		$285K Hold
730
– – 0.15% 126
2021
Q2 		$292K Sell
730
-72
-9% -$28.7K 0.15% 122
2021
Q1 		$298K Buy
802
+2
+0.3% +$693 0.17% 106
2020
Q4 		$281K Sell
800
-49
-6% -$16.4K 0.18% 100
2020
Q3 		$265K Buy
+849
New +$261K 0.18% 96

Other funds holding UNH

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
VAM
Veritas Asset Management London, United Kingdom $5.56B AUM 3.46% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

Lantz Financial's UNH Position: Q2 2026 in Review

Lantz Financial increased its UnitedHealth (UNH) stake by 10% in Q2 2026, buying an estimated $48.9K and bringing the position to 1,431 shares worth $595K. The position accounts for 0.11% of the portfolio, ranked #161.

Lantz Financial first reported a position in UNH in Q3 2020 and has held it in 24 quarters since. The position peaked at $637K in Q3 2024. 1,742 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • Lantz Financial held 1,431 shares of UnitedHealth worth $595K as of Q2 2026.
  • Lantz Financial bought 132 UnitedHealth shares in Q2 2026, an estimated $48.9K.
  • UnitedHealth made up 0.11% of Lantz Financial's portfolio in Q2 2026, its #161 holding.
  • Lantz Financial first reported a position in UnitedHealth in Q3 2020 and has held it in 24 quarters since.
  • Lantz Financial's UnitedHealth position peaked at $637K in Q3 2024.
  • 1,742 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Lantz Financial's 13F filing for Q2 2026, filed 9 Jul 2026.