Lee, Danner & Bass
UNH icon

Lee, Danner & Bass’s UnitedHealth UNH Stock Holding History

Lee, Danner & Bass’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 		$7.06M Sell
19,246
-301
-2% -$121K 0.41% 53
2026
Q2 		$8.12M Sell
19,547
-140
-0.7% -$51.9K 0.47% 50
2026
Q1 		$5.33M Sell
19,687
-25
-0.1% -$7.44K 0.33% 66
2025
Q4 		$6.51M Sell
19,712
-369
-2% -$125K 0.47% 45
2025
Q3 		$6.93M Buy
20,081
+923
+5% +$279K 0.5% 42
2025
Q2 		$5.98M Buy
19,158
+7,607
+66% +$2.91M 0.46% 45
2025
Q1 		$6.05M Sell
11,551
-175
-1% -$89.5K 0.49% 46
2024
Q4 		$5.93M Sell
11,726
-915
-7% -$520K 0.47% 45
2024
Q3 		$7.39M Sell
12,641
-140
-1% -$79.2K 0.52% 38
2024
Q2 		$6.51M Buy
+12,781
New +$6.26M 0.5% 41
2023
Q4 		$4.12M Buy
7,828
+7,083
+951% +$3.78M 0.35% 65
2023
Q3 		$376K Buy
745
+15
+2% +$7.38K 0.03% 168
2023
Q2 		$351K Buy
730
+21
+3% +$10.3K 0.03% 174
2023
Q1 		$335K Hold
709
– – 0.03% 174
2022
Q4 		$376K Sell
709
-210
-23% -$111K 0.04% 161
2022
Q3 		$464K Hold
919
– – 0.05% 154
2022
Q2 		$472K Sell
919
-25
-3% -$12.6K 0.05% 152
2022
Q1 		$482K Buy
944
+338
+56% +$163K 0.04% 154
2021
Q4 		$304K Sell
606
-27
-4% -$12.2K 0.03% 175
2021
Q3 		$247K Sell
633
-10
-2% -$4.14K 0.02% 184
2021
Q2 		$257K Hold
643
– – 0.02% 184
2021
Q1 		$239K Sell
643
-20
-3% -$6.93K 0.02% 179
2020
Q4 		$233K Buy
+663
New +$222K 0.02% 171
2020
Q1 		– Sell
-800
Closed -$235K – 179
2019
Q4 		$235K Buy
+800
New +$209K 0.02% 167

Other funds holding UNH

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return

Lee, Danner & Bass's UNH Position: Q3 2026 in Review

Lee, Danner & Bass reduced its UnitedHealth (UNH) stake by 1.5% in Q3 2026, selling an estimated $121K and leaving 19,246 shares worth $7.06M. The position accounts for 0.41% of the portfolio, ranked #53.

Lee, Danner & Bass first reported a position in UNH in Q4 2019 and has held it in 24 quarters since. The position peaked at $8.12M in Q2 2026. 2,861 funds tracked by Wall St. Rank hold UNH as of Q3 2026.

  • Lee, Danner & Bass held 19,246 shares of UnitedHealth worth $7.06M as of Q3 2026.
  • Lee, Danner & Bass sold 301 UnitedHealth shares in Q3 2026, an estimated $121K.
  • UnitedHealth made up 0.41% of Lee, Danner & Bass's portfolio in Q3 2026, its #53 holding.
  • Lee, Danner & Bass first reported a position in UnitedHealth in Q4 2019 and has held it in 24 quarters since.
  • Lee, Danner & Bass's UnitedHealth position peaked at $8.12M in Q2 2026.
  • 2,861 funds tracked by Wall St. Rank held UnitedHealth as of Q3 2026.

Based on Lee, Danner & Bass's 13F filing for Q3 2026, filed 27 Oct 2026.