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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
2022
Q3 		– Sell
-2,000
Closed -$1.03M – 168
2022
Q2 		$1.03M Buy
+2,000
New +$1M 0.15% 70
2022
Q1 		– Sell
-2,800
Closed -$1.41M – 201
2021
Q4 		$1.41M Sell
2,800
-100
-3% -$45.3K 0.18% 57
2021
Q3 		$1.13M Hold
2,900
– – 0.11% 73
2021
Q2 		$1.16M Buy
+2,900
New +$1.16M 0.12% 71

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 $3.38T AUM 44.17% 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. 3,394 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.
  • 3,394 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.