LeConte Wealth Management
UNH icon

LeConte Wealth Management’s UnitedHealth UNH Stock Holding History

LeConte Wealth 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
Q3 		$498K Buy
1,357
+234
+21% +$94.2K 0.27% 68
2026
Q2 		$467K Sell
1,123
-157
-12% -$58.2K 0.25% 71
2026
Q1 		$346K Sell
1,280
-127
-9% -$37.8K 0.22% 78
2025
Q4 		$465K Buy
1,407
+55
+4% +$18.6K 0.3% 51
2025
Q3 		$467K Buy
1,352
+263
+24% +$79.5K 0.31% 47
2025
Q2 		$340K Buy
1,089
+444
+69% +$170K 0.23% 59
2025
Q1 		$338K Buy
+645
New +$330K 0.22% 39

Other funds holding UNH

Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
PineStone Asset Management
PineStone Asset Management Montreal, Quebec, Canada $15.4B AUM 14.92% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $40B AUM 30.45% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Sumitomo Mitsui DS Asset Management
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.8B AUM 30.39% 1-Year Est. Return

LeConte Wealth Management's UNH Position: Q3 2026 in Review

LeConte Wealth Management increased its UnitedHealth (UNH) stake by 21% in Q3 2026, buying an estimated $94.2K and bringing the position to 1,357 shares worth $498K. The position accounts for 0.27% of the portfolio, ranked #68.

LeConte Wealth Management first reported a position in UNH in Q1 2025 and has held it in 7 quarters since. 1,091 funds tracked by Wall St. Rank hold UNH as of Q3 2026.

  • LeConte Wealth Management held 1,357 shares of UnitedHealth worth $498K as of Q3 2026.
  • LeConte Wealth Management bought 234 UnitedHealth shares in Q3 2026, an estimated $94.2K.
  • UnitedHealth made up 0.27% of LeConte Wealth Management's portfolio in Q3 2026, its #68 holding.
  • LeConte Wealth Management first reported a position in UnitedHealth in Q1 2025 and has held it in 7 quarters since.
  • 1,091 funds tracked by Wall St. Rank held UnitedHealth as of Q3 2026.

Based on LeConte Wealth Management's 13F filing for Q3 2026, filed 20 Oct 2026.