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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
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

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

LeConte Wealth Management's UNH Position: Q2 2026 in Review

LeConte Wealth Management reduced its UnitedHealth (UNH) stake by 12% in Q2 2026, selling an estimated $58.2K and leaving 1,123 shares worth $467K. The position accounts for 0.25% of the portfolio, ranked #71.

LeConte Wealth Management first reported a position in UNH in Q1 2025 and has held it in 6 quarters since. 3,382 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • LeConte Wealth Management held 1,123 shares of UnitedHealth worth $467K as of Q2 2026.
  • LeConte Wealth Management sold 157 UnitedHealth shares in Q2 2026, an estimated $58.2K.
  • UnitedHealth made up 0.25% of LeConte Wealth Management's portfolio in Q2 2026, its #71 holding.
  • LeConte Wealth Management first reported a position in UnitedHealth in Q1 2025 and has held it in 6 quarters since.
  • 3,382 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on LeConte Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.