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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
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

LeConte Wealth Management's UNH Position: Q1 2026 in Review

LeConte Wealth Management reduced its UnitedHealth (UNH) stake by 9% in Q1 2026, selling an estimated $37.8K and leaving 1,280 shares worth $346K. The position accounts for 0.22% of the portfolio, ranked #78.

LeConte Wealth Management first reported a position in UNH in Q1 2025 and has held it in 5 quarters since. The position peaked at $467K in Q3 2025. 3,022 funds tracked by Wall St. Rank hold UNH as of Q1 2026.

  • LeConte Wealth Management held 1,280 shares of UnitedHealth worth $346K as of Q1 2026.
  • LeConte Wealth Management sold 127 UnitedHealth shares in Q1 2026, an estimated $37.8K.
  • UnitedHealth made up 0.22% of LeConte Wealth Management's portfolio in Q1 2026, its #78 holding.
  • LeConte Wealth Management first reported a position in UnitedHealth in Q1 2025 and has held it in 5 quarters since.
  • LeConte Wealth Management's UnitedHealth position peaked at $467K in Q3 2025.
  • 3,022 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.

Based on LeConte Wealth Management's 13F filing for Q1 2026, filed 12 May 2026.