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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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Lavaca Capital's UNH Position: Q1 2026 in Review

Lavaca Capital held its UnitedHealth (UNH) position steady in Q1 2026 at 837 shares worth $226K. The position accounts for 0.04% of the portfolio, ranked #99.

Lavaca Capital first reported a position in UNH in Q4 2018 and has held it in 28 quarters since. The position peaked at $4.86M in Q3 2023. 3,021 funds tracked by Wall St. Rank hold UNH as of Q1 2026.

  • Lavaca Capital held 837 shares of UnitedHealth worth $226K as of Q1 2026.
  • Lavaca Capital left its UnitedHealth share count unchanged in Q1 2026.
  • UnitedHealth made up 0.04% of Lavaca Capital's portfolio in Q1 2026, its #99 holding.
  • Lavaca Capital first reported a position in UnitedHealth in Q4 2018 and has held it in 28 quarters since.
  • Lavaca Capital's UnitedHealth position peaked at $4.86M in Q3 2023.
  • 3,021 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.

Based on Lavaca Capital's 13F filing for Q1 2026, filed 13 May 2026.