LC
UNH icon

Lavaca Capital’s UnitedHealth UNH Stock Holding History

Lavaca Capital’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 		$348K Hold
837
– – 0.03% 97
2026
Q1 		$226K Hold
837
– – 0.04% 99
2025
Q4 		$276K Hold
837
– – 0.04% 88
2025
Q3 		$289K Sell
837
-834
-50% -$252K 0.05% 85
2025
Q2 		$521K Buy
1,671
+106
+7% +$40.5K 0.19% 61
2025
Q1 		$820K Sell
1,565
-55
-3% -$28.1K 0.34% 47
2024
Q4 		$819K Buy
1,620
+61
+4% +$34.7K 0.32% 51
2024
Q3 		$912K Sell
1,559
-698
-31% -$395K 0.39% 45
2024
Q2 		$1.15M Sell
2,257
-997
-31% -$489K 0.59% 26
2024
Q1 		$1.61M Buy
3,254
+135
+4% +$68.6K 0.94% 17
2023
Q4 		$1.64M Sell
3,119
-6,529
-68% -$3.48M 0.93% 19
2023
Q3 		$4.86M Sell
9,648
-98
-1% -$48.2K 1.64% 11
2023
Q2 		$4.68M Sell
9,746
-179
-2% -$87.5K 1.37% 12
2023
Q1 		$4.7M Buy
9,925
+1,499
+18% +$723K 0.98% 17
2022
Q4 		$4.47M Buy
8,426
+4,822
+134% +$2.55M 1.4% 16
2022
Q3 		$1.83M Buy
3,604
+12
+0.3% +$6.31K 0.66% 33
2022
Q2 		$1.84M Sell
3,592
-198
-5% -$99.4K 0.27% 38
2022
Q1 		$1.93M Buy
3,790
+13
+0.3% +$6.27K 0.21% 48
2021
Q4 		$1.9M Sell
3,777
-100
-3% -$45.3K 0.24% 41
2021
Q3 		$1.51M Hold
3,877
– – 0.15% 42
2021
Q2 		$1.55M Sell
3,877
-125
-3% -$49.8K 0.15% 38
2021
Q1 		$1.49M Buy
4,002
+1,700
+74% +$589K 0.13% 38
2020
Q4 		$807K Buy
+2,302
New +$772K 0.11% 49
2020
Q2 		– Sell
-1,008
Closed -$251K – 96
2020
Q1 		$251K Sell
1,008
-59
-6% -$16.2K 0.24% 64
2019
Q4 		$314K Sell
1,067
-441
-29% -$115K 0.24% 66
2019
Q3 		$328K Buy
1,508
+59
+4% +$14.2K 0.25% 61
2019
Q2 		$354K Buy
1,449
+847
+141% +$204K 0.27% 62
2019
Q1 		$149K Hold
602
– – 0.13% 84
2018
Q4 		$150K Buy
+602
New +$159K 0.15% 75

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

Lavaca Capital's UNH Position: Q2 2026 in Review

Lavaca Capital held its UnitedHealth (UNH) position steady in Q2 2026 at 837 shares worth $348K. The position accounts for 0.03% of the portfolio, ranked #97.

Lavaca Capital first reported a position in UNH in Q4 2018 and has held it in 29 quarters since. The position peaked at $4.86M in Q3 2023. 3,367 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • Lavaca Capital held 837 shares of UnitedHealth worth $348K as of Q2 2026.
  • Lavaca Capital left its UnitedHealth share count unchanged in Q2 2026.
  • UnitedHealth made up 0.03% of Lavaca Capital's portfolio in Q2 2026, its #97 holding.
  • Lavaca Capital first reported a position in UnitedHealth in Q4 2018 and has held it in 29 quarters since.
  • Lavaca Capital's UnitedHealth position peaked at $4.86M in Q3 2023.
  • 3,367 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Lavaca Capital's 13F filing for Q2 2026, filed 14 Aug 2026.