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 Q2	$823K	Sell	1,980 -1,583	-44%	-$587K	0.11%	134
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 $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

Lebenthal Global Advisors's UNH Position: Q2 2026 in Review

Lebenthal Global Advisors reduced its UnitedHealth (UNH) stake by 44% in Q2 2026, selling an estimated $587K and leaving 1,980 shares worth $823K. The position accounts for 0.11% of the portfolio, ranked #134.

Lebenthal Global Advisors first reported a position in UNH in Q4 2020 and has held it in 11 quarters since. The position peaked at $1.05M in Q4 2025. 3,378 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

Lebenthal Global Advisors held 1,980 shares of UnitedHealth worth $823K as of Q2 2026.
Lebenthal Global Advisors sold 1,583 UnitedHealth shares in Q2 2026, an estimated $587K.
UnitedHealth made up 0.11% of Lebenthal Global Advisors's portfolio in Q2 2026, its #134 holding.
Lebenthal Global Advisors first reported a position in UnitedHealth in Q4 2020 and has held it in 11 quarters since.
Lebenthal Global Advisors's UnitedHealth position peaked at $1.05M in Q4 2025.
3,378 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Lebenthal Global Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.