Lawson Kroeker Investment Management’s UnitedHealth UNH Stock Holding History

Lawson Kroeker Investment Management’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
2025 Q4	–	Sell	-4,031	Closed	-$1.39M	–	90
2025 Q3	$1.39M	Sell	4,031 -50	-1%	-$15.1K	0.25%	60
2025 Q2	$1.27M	Hold	4,081	–	–	0.24%	60
2025 Q1	$2.14M	Hold	4,081	–	–	0.39%	54
2024 Q4	$2.06M	Hold	4,081	–	–	0.39%	55
2024 Q3	$2.39M	Sell	4,081 -35	-0.9%	-$19.8K	0.43%	52
2024 Q2	$2.1M	Hold	4,116	–	–	0.4%	53
2024 Q1	$2.04M	Hold	4,116	–	–	0.39%	53
2023 Q4	$2.17M	Hold	4,116	–	–	0.44%	52
2023 Q3	$2.08M	Hold	4,116	–	–	0.46%	55
2023 Q2	$1.98M	Hold	4,116	–	–	0.47%	51
2023 Q1	$1.95M	Buy	+4,116	New	+$1.99M	0.44%	58
2013 Q3	–	Sell	-3,500	Closed	-$229K	–	81
2013 Q2	$229K	Buy	+3,500	New	+$218K	0.08%	79

Other funds holding UNH

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Lawson Kroeker Investment Management's UNH Position: Q4 2025 in Review

Lawson Kroeker Investment Management sold out of UnitedHealth (UNH) in Q4 2025, closing a stake of 4,031 shares — an estimated $1.39M sold.

Lawson Kroeker Investment Management first reported a position in UNH in Q2 2013 and held it in 12 quarters. The position peaked at $2.39M in Q3 2024. 3,297 funds tracked by Wall St. Rank hold UNH as of Q4 2025.

Lawson Kroeker Investment Management reported no remaining UnitedHealth position as of Q4 2025 after selling out during the quarter.
Lawson Kroeker Investment Management sold 4,031 UnitedHealth shares in Q4 2025, an estimated $1.39M.
Lawson Kroeker Investment Management first reported a position in UnitedHealth in Q2 2013 and held it in 12 quarters.
Lawson Kroeker Investment Management's UnitedHealth position peaked at $2.39M in Q3 2024.
3,297 funds tracked by Wall St. Rank held UnitedHealth as of Q4 2025.

Based on Lawson Kroeker Investment Management's 13F filing for Q4 2025, filed 20 Jan 2026.