Lauer Wealth
UNH icon

Lauer Wealth’s UnitedHealth UNH Stock Holding History

Lauer Wealth’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
Q3 		$678K Sell
1,827
-100
-5% -$40.3K 0.42% 33
2026
Q2 		$819K Sell
1,927
-68
-3% -$25.2K 0.49% 31
2026
Q1 		$610K Buy
1,995
+177
+10% +$52.7K 0.49% 28
2025
Q4 		$631K Buy
1,818
+47
+3% +$15.9K 0.47% 28
2025
Q3 		$640K Buy
1,771
+569
+47% +$172K 0.46% 31
2025
Q2 		$303K Buy
+1,202
New +$459K 0.25% 37

Other funds holding UNH

Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
PineStone Asset Management
PineStone Asset Management Montreal, Quebec, Canada $15.4B AUM 14.92% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Sumitomo Mitsui DS Asset Management
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.8B AUM 30.39% 1-Year Est. Return
Cardano Risk Management
Cardano Risk Management Rotterdam, Netherlands $18.2B AUM 38.97% 1-Year Est. Return

Lauer Wealth's UNH Position: Q3 2026 in Review

Lauer Wealth reduced its UnitedHealth (UNH) stake by 5.2% in Q3 2026, selling an estimated $40.3K and leaving 1,827 shares worth $678K. The position accounts for 0.42% of the portfolio, ranked #33.

Lauer Wealth first reported a position in UNH in Q2 2025 and has held it in 6 quarters since. The position peaked at $819K in Q2 2026. 993 funds tracked by Wall St. Rank hold UNH as of Q3 2026.

  • Lauer Wealth held 1,827 shares of UnitedHealth worth $678K as of Q3 2026.
  • Lauer Wealth sold 100 UnitedHealth shares in Q3 2026, an estimated $40.3K.
  • UnitedHealth made up 0.42% of Lauer Wealth's portfolio in Q3 2026, its #33 holding.
  • Lauer Wealth first reported a position in UnitedHealth in Q2 2025 and has held it in 6 quarters since.
  • Lauer Wealth's UnitedHealth position peaked at $819K in Q2 2026.
  • 993 funds tracked by Wall St. Rank held UnitedHealth as of Q3 2026.

Based on Lauer Wealth's 13F filing for Q3 2026, filed 13 Oct 2026.