Lebenthal Global Advisors’s UnitedHealth UNH Stock Holding History

Lebenthal Global 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	$964K	Buy	3,563 +387	+12%	+$115K	0.14%	116
2025 Q4	$1.05M	Buy	3,176 +319	+11%	+$108K	0.16%	96
2025 Q3	$987K	Buy	+2,857	New	+$864K	0.17%	89
2025 Q2	–	Sell	-1,336	Closed	-$700K	–	205
2025 Q1	$700K	Buy	+1,336	New	+$683K	0.13%	103
2022 Q2	–	Sell	-1,090	Closed	-$555K	–	150
2022 Q1	$555K	Sell	1,090 -44	-4%	-$21.2K	0.24%	75
2021 Q4	$569K	Sell	1,134 -55	-5%	-$24.9K	0.23%	62
2021 Q3	$464K	Buy	1,189 +1	+0.1%	+$414	0.29%	63
2021 Q2	$475K	Buy	1,188 +24	+2%	+$9.57K	0.26%	74
2021 Q1	$433K	Sell	1,164 -26	-2%	-$9.01K	0.27%	64
2020 Q4	$417K	Buy	+1,190	New	+$399K	0.3%	42

Other funds holding UNH

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Lebenthal Global Advisors's UNH Position: Q1 2026 in Review

Lebenthal Global Advisors increased its UnitedHealth (UNH) stake by 12% in Q1 2026, buying an estimated $115K and bringing the position to 3,563 shares worth $964K. The position accounts for 0.14% of the portfolio, ranked #116.

Lebenthal Global Advisors first reported a position in UNH in Q4 2020 and has held it in 10 quarters since. The position peaked at $1.05M in Q4 2025. 3,019 funds tracked by Wall St. Rank hold UNH as of Q1 2026.

Lebenthal Global Advisors held 3,563 shares of UnitedHealth worth $964K as of Q1 2026.
Lebenthal Global Advisors bought 387 UnitedHealth shares in Q1 2026, an estimated $115K.
UnitedHealth made up 0.14% of Lebenthal Global Advisors's portfolio in Q1 2026, its #116 holding.
Lebenthal Global Advisors first reported a position in UnitedHealth in Q4 2020 and has held it in 10 quarters since.
Lebenthal Global Advisors's UnitedHealth position peaked at $1.05M in Q4 2025.
3,019 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.

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