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LBMC Investment Advisors’s UnitedHealth UNH Stock Holding History

LBMC Investment Advisors’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
Q1 		$601K Buy
2,222
+1,083
+95% +$323K 0.04% 139
2025
Q4 		$376K Buy
1,139
+20
+2% +$6.78K 0.02% 162
2025
Q3 		$386K Buy
1,119
+250
+29% +$75.6K 0.02% 165
2025
Q2 		$271K Buy
869
+257
+42% +$98.2K 0.02% 182
2025
Q1 		$321K Hold
612
– – 0.03% 152
2024
Q4 		$310K Sell
612
-35
-5% -$19.9K 0.02% 158
2024
Q3 		$378K Hold
647
– – 0.03% 130
2024
Q2 		$329K Hold
647
– – 0.03% 134
2024
Q1 		$320K Hold
647
– – 0.03% 132
2023
Q4 		$341K Hold
647
– – 0.03% 114
2023
Q3 		$330K Sell
647
-51
-7% -$25.1K 0.04% 114
2023
Q2 		$335K Hold
698
– – 0.03% 116
2023
Q1 		$330K Buy
698
+86
+14% +$41.5K 0.03% 116
2022
Q4 		$324K Hold
612
– – 0.03% 112
2022
Q3 		$309K Sell
612
-150
-20% -$78.9K 0.04% 110
2022
Q2 		$391K Sell
762
-493
-39% -$248K 0.04% 95
2022
Q1 		$640K Sell
1,255
-117
-9% -$56.4K 0.06% 79
2021
Q4 		$689K Buy
1,372
+31
+2% +$14K 0.06% 79
2021
Q3 		$535 Buy
1,341
+86
+7% +$35.6K 0.05% 87
2021
Q2 		$503K Hold
1,255
– – 0.05% 90
2021
Q1 		$467K Sell
1,255
-13
-1% -$4.5K 0.05% 82
2020
Q4 		$445K Buy
1,268
+35
+3% +$11.7K 0.05% 76
2020
Q3 		$384K Buy
1,233
+471
+62% +$145K 0.05% 80
2020
Q2 		$225K Buy
+762
New +$218K 0.04% 91
2020
Q1 		– Sell
-762
Closed -$224K – 105
2019
Q4 		$224K Buy
+762
New +$199K 0.03% 93
2018
Q4 		– Sell
-856
Closed -$228K – 99
2018
Q3 		$228K Sell
856
-26
-3% -$6.76K 0.04% 93
2018
Q2 		$216K Buy
+882
New +$212K 0.04% 98

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

LBMC Investment Advisors's UNH Position: Q1 2026 in Review

LBMC Investment Advisors increased its UnitedHealth (UNH) stake by 95% in Q1 2026, buying an estimated $323K and bringing the position to 2,222 shares worth $601K. The position accounts for 0.04% of the portfolio, ranked #139.

LBMC Investment Advisors first reported a position in UNH in Q2 2018 and has held it in 27 quarters since. The position peaked at $689K in Q4 2021. 3,018 funds tracked by Wall St. Rank hold UNH as of Q1 2026.

  • LBMC Investment Advisors held 2,222 shares of UnitedHealth worth $601K as of Q1 2026.
  • LBMC Investment Advisors bought 1,083 UnitedHealth shares in Q1 2026, an estimated $323K.
  • UnitedHealth made up 0.04% of LBMC Investment Advisors's portfolio in Q1 2026, its #139 holding.
  • LBMC Investment Advisors first reported a position in UnitedHealth in Q2 2018 and has held it in 27 quarters since.
  • LBMC Investment Advisors's UnitedHealth position peaked at $689K in Q4 2021.
  • 3,018 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.

Based on LBMC Investment Advisors's 13F filing for Q1 2026, filed 14 May 2026.