LaSalle St. Investment Advisors’s UnitedHealth UNH Stock Holding History

LaSalle St. Investment Advisors’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	$2.66M	Buy	9,820 +3,416	+53%	+$1.02M	0.37%	46
2025 Q4	$2.11M	Sell	6,404 -2,285	-26%	-$774K	0.34%	49
2025 Q3	$3M	Buy	8,689 +1,995	+30%	+$603K	0.54%	31
2025 Q2	$2.09M	Buy	6,694 +4,134	+161%	+$1.58M	0.57%	29
2025 Q1	$1.34M	Buy	2,560 +351	+16%	+$179K	0.32%	59
2024 Q4	$1.12M	Buy	2,209 +548	+33%	+$311K	0.35%	52
2024 Q3	$971K	Buy	1,661 +147	+10%	+$83.1K	0.38%	47
2024 Q2	$771K	Buy	1,514 +940	+164%	+$461K	0.39%	47
2024 Q1	$299K	Hold	574	–	–	0.17%	96
2023 Q4	$3.02M	Buy	574 +30	+6%	+$16K	0.2%	82
2023 Q3	$274K	Buy	544 +1	+0.2%	+$492	0.13%	95
2023 Q2	$261K	Sell	543 -304	-36%	-$149K	0.12%	97
2023 Q1	$400K	Buy	+847	New	+$409K	0.18%	74

Other funds holding UNH

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

LaSalle St. Investment Advisors's UNH Position: Q1 2026 in Review

LaSalle St. Investment Advisors increased its UnitedHealth (UNH) stake by 53% in Q1 2026, buying an estimated $1.02M and bringing the position to 9,820 shares worth $2.66M. The position accounts for 0.37% of the portfolio, ranked #46.

LaSalle St. Investment Advisors first reported a position in UNH in Q1 2023 and has held it in 13 quarters since. The position peaked at $3.02M in Q4 2023. 3,022 funds tracked by Wall St. Rank hold UNH as of Q1 2026.

LaSalle St. Investment Advisors held 9,820 shares of UnitedHealth worth $2.66M as of Q1 2026.
LaSalle St. Investment Advisors bought 3,416 UnitedHealth shares in Q1 2026, an estimated $1.02M.
UnitedHealth made up 0.37% of LaSalle St. Investment Advisors's portfolio in Q1 2026, its #46 holding.
LaSalle St. Investment Advisors first reported a position in UnitedHealth in Q1 2023 and has held it in 13 quarters since.
LaSalle St. Investment Advisors's UnitedHealth position peaked at $3.02M in Q4 2023.
3,022 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.

Based on LaSalle St. Investment Advisors's 13F filing for Q1 2026, filed 8 May 2026.