LC
UNH icon

Lawood & Co’s UnitedHealth UNH Stock Holding History

Lawood & Co’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 		– Sell
-576
Closed -$239K – 97
2026
Q2 		$239K Buy
+576
New +$213K 0.16% 90
2026
Q1 		– Sell
-611
Closed -$202K – 95
2025
Q4 		$202K Buy
+611
New +$207K 0.19% 92

Other funds holding UNH

MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
BTCPP
Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return
AIM
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
QPBE
Quintet Private Bank (Europe) Luxembourg $2.28B AUM 23.89% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
CA
CapWealth Advisors Franklin, Tennessee $1.32B AUM 21.6% 1-Year Est. Return
AMBIA
Allen Mooney & Barnes Investment Advisors Thomasville, Georgia $673M AUM 20.03% 1-Year Est. Return
VCM
Violich Capital Management San Francisco, California $927M AUM 28.93% 1-Year Est. Return
TFA
Toth Financial Advisory Leesburg, Virginia $1B AUM 19.18% 1-Year Est. Return

Lawood & Co's UNH Position: Q3 2026 in Review

Lawood & Co sold out of UnitedHealth (UNH) in Q3 2026, closing a stake of 576 shares — an estimated $239K sold.

Lawood & Co first reported a position in UNH in Q4 2025 and held it in 2 quarters. The position peaked at $239K in Q2 2026. 169 funds tracked by Wall St. Rank hold UNH as of Q3 2026.

  • Lawood & Co reported no remaining UnitedHealth position as of Q3 2026 after selling out during the quarter.
  • Lawood & Co sold 576 UnitedHealth shares in Q3 2026, an estimated $239K.
  • Lawood & Co first reported a position in UnitedHealth in Q4 2025 and held it in 2 quarters.
  • Lawood & Co's UnitedHealth position peaked at $239K in Q2 2026.
  • 169 funds tracked by Wall St. Rank held UnitedHealth as of Q3 2026.

Based on Lawood & Co's 13F filing for Q3 2026, filed 9 Oct 2026.