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 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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Lawood & Co's UNH Position: Q2 2026 in Review

Lawood & Co opened a new position in UnitedHealth (UNH) in Q2 2026: 576 shares worth $239K. The stake represents 0.16% of the portfolio and ranks #90 among its holdings. This is a return to the name: Lawood & Co previously reported a position in UNH as recently as Q4 2025.

Lawood & Co first reported a position in UNH in Q4 2025 and has held it in 2 quarters since. 3,373 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

Lawood & Co held 576 shares of UnitedHealth worth $239K as of Q2 2026.
UnitedHealth was a new Lawood & Co position in Q2 2026.
UnitedHealth made up 0.16% of Lawood & Co's portfolio in Q2 2026, its #90 holding.
Lawood & Co first reported a position in UnitedHealth in Q4 2025 and has held it in 2 quarters since.
3,373 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Lawood & Co's 13F filing for Q2 2026, filed 13 Jul 2026.