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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
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

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Lauer Wealth's UNH Position: Q2 2026 in Review

Lauer Wealth reduced its UnitedHealth (UNH) stake by 3.4% in Q2 2026, selling an estimated $25.2K and leaving 1,927 shares worth $819K. The position accounts for 0.49% of the portfolio, ranked #31.

Lauer Wealth first reported a position in UNH in Q2 2025 and has held it in 5 quarters since. 3,378 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • Lauer Wealth held 1,927 shares of UnitedHealth worth $819K as of Q2 2026.
  • Lauer Wealth sold 68 UnitedHealth shares in Q2 2026, an estimated $25.2K.
  • UnitedHealth made up 0.49% of Lauer Wealth's portfolio in Q2 2026, its #31 holding.
  • Lauer Wealth first reported a position in UnitedHealth in Q2 2025 and has held it in 5 quarters since.
  • 3,378 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Lauer Wealth's 13F filing for Q2 2026, filed 15 Jul 2026.