LeClair Wealth Partners’s UnitedHealth UNH Stock Holding History

LeClair Wealth Partners’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	$442K	Buy	+1,064	New	+$394K	0.23%	70
2026 Q1	–	Sell	-905	Closed	-$299K	–	189
2025 Q4	$299K	Sell	905 -27	-3%	-$9.15K	0.17%	79
2025 Q3	$322K	Sell	932 -175	-16%	-$52.9K	0.2%	68
2025 Q2	$345K	Sell	1,107 -139	-11%	-$53.1K	0.23%	66
2025 Q1	$653K	Sell	1,246 -1,404	-53%	-$718K	0.47%	45
2024 Q4	$1.34M	Buy	+2,650	New	+$1.51M	0.89%	27

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

LeClair Wealth Partners's UNH Position: Q2 2026 in Review

LeClair Wealth Partners opened a new position in UnitedHealth (UNH) in Q2 2026: 1,064 shares worth $442K. The stake represents 0.23% of the portfolio and ranks #70 among its holdings. This is a return to the name: LeClair Wealth Partners previously reported a position in UNH as recently as Q4 2025.

LeClair Wealth Partners first reported a position in UNH in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.34M in Q4 2024. 3,378 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

LeClair Wealth Partners held 1,064 shares of UnitedHealth worth $442K as of Q2 2026.
UnitedHealth was a new LeClair Wealth Partners position in Q2 2026.
UnitedHealth made up 0.23% of LeClair Wealth Partners's portfolio in Q2 2026, its #70 holding.
LeClair Wealth Partners first reported a position in UnitedHealth in Q4 2024 and has held it in 6 quarters since.
LeClair Wealth Partners's UnitedHealth position peaked at $1.34M in Q4 2024.
3,378 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on LeClair Wealth Partners's 13F filing for Q2 2026, filed 4 Aug 2026.