Lazari Capital Management’s UnitedHealth UNH Stock Holding History

Lazari Capital 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
2026 Q2	$3.61M	Sell	8,680 -29	-0.3%	-$10.7K	1.11%	18
2026 Q1	$2.36M	Buy	8,709 +2,564	+42%	+$764K	0.82%	23
2025 Q4	$2.03M	Buy	6,145 +617	+11%	+$209K	0.68%	26
2025 Q3	$1.91M	Buy	5,528 +2,064	+60%	+$624K	0.64%	29
2025 Q2	$1.08M	Buy	3,464 +2,532	+272%	+$968K	0.41%	40
2025 Q1	$488K	Buy	+932	New	+$476K	0.2%	80
2023 Q3	–	Sell	-802	Closed	-$385K	–	131
2023 Q2	$385K	Buy	+802	New	+$392K	0.22%	66

Other funds holding UNH

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

PAM

PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Lazari Capital Management's UNH Position: Q2 2026 in Review

Lazari Capital Management reduced its UnitedHealth (UNH) stake by 0.33% in Q2 2026, selling an estimated $10.7K and leaving 8,680 shares worth $3.61M. The position accounts for 1.11% of the portfolio, ranked #18.

Lazari Capital Management first reported a position in UNH in Q2 2023 and has held it in 7 quarters since. 1,542 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

Lazari Capital Management held 8,680 shares of UnitedHealth worth $3.61M as of Q2 2026.
Lazari Capital Management sold 29 UnitedHealth shares in Q2 2026, an estimated $10.7K.
UnitedHealth made up 1.11% of Lazari Capital Management's portfolio in Q2 2026, its #18 holding.
Lazari Capital Management first reported a position in UnitedHealth in Q2 2023 and has held it in 7 quarters since.
1,542 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Lazari Capital Management's 13F filing for Q2 2026, filed 23 Jul 2026.