Lesa Sroufe & Co’s UnitedHealth UNH Stock Holding History

Lesa Sroufe & Co’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
2025 Q4	–	Sell	-877	Closed	-$303K	–	69
2025 Q3	$303K	Hold	877	–	–	0.24%	52
2025 Q2	$274K	Hold	877	–	–	0.25%	60
2025 Q1	$459K	Buy	+877	New	+$448K	0.46%	43
2024 Q3	$599K	Hold	1,025	–	–	0.56%	37
2024 Q2	$522K	Hold	1,025	–	–	0.51%	40
2024 Q1	$507K	Hold	1,025	–	–	0.47%	41
2023 Q4	$540K	Sell	1,025 -10	-1%	-$5.33K	0.55%	39
2023 Q3	$522K	Hold	1,035	–	–	0.56%	41
2023 Q2	$497K	Sell	1,035 -30	-3%	-$14.7K	0.53%	41
2023 Q1	$503K	Hold	1,065	–	–	0.51%	42
2022 Q4	$565K	Hold	1,065	–	–	0.63%	40
2022 Q3	$538K	Buy	+1,065	New	+$560K	0.65%	40
2022 Q1	$600K	Hold	1,270	–	–	0.6%	41
2021 Q4	$638K	Hold	1,270	–	–	0.64%	41
2021 Q3	$496K	Hold	1,270	–	–	0.53%	44
2021 Q2	$509K	Hold	1,270	–	–	0.51%	46
2021 Q1	$473K	Hold	1,270	–	–	0.53%	43
2020 Q4	$445K	Buy	1,270 +40	+3%	+$13.4K	0.53%	44
2020 Q3	$383K	Sell	1,230 -40	-3%	-$12.3K	0.53%	43
2020 Q2	$375K	Hold	1,270	–	–	0.5%	41
2020 Q1	$317K	Sell	1,270 -33	-3%	-$9.08K	0.43%	44
2019 Q4	$383K	Hold	1,303	–	–	0.37%	47
2019 Q3	$283K	Hold	1,303	–	–	0.27%	54
2019 Q2	$318K	Hold	1,303	–	–	0.28%	49
2019 Q1	$322K	Hold	1,303	–	–	0.28%	47
2018 Q4	$325K	Hold	1,303	–	–	0.28%	46
2018 Q3	$347K	Buy	1,303 +40	+3%	+$10.4K	0.26%	48
2018 Q2	$310K	Buy	1,263 +33	+3%	+$7.92K	0.23%	51
2018 Q1	$263K	Buy	+1,230	New	+$281K	0.21%	49

Other funds holding UNH

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Lesa Sroufe & Co's UNH Position: Q4 2025 in Review

Lesa Sroufe & Co sold out of UnitedHealth (UNH) in Q4 2025, closing a stake of 877 shares — an estimated $303K sold.

Lesa Sroufe & Co first reported a position in UNH in Q1 2018 and held it in 29 quarters. The position peaked at $638K in Q4 2021. 3,296 funds tracked by Wall St. Rank hold UNH as of Q4 2025.

Lesa Sroufe & Co reported no remaining UnitedHealth position as of Q4 2025 after selling out during the quarter.
Lesa Sroufe & Co sold 877 UnitedHealth shares in Q4 2025, an estimated $303K.
Lesa Sroufe & Co first reported a position in UnitedHealth in Q1 2018 and held it in 29 quarters.
Lesa Sroufe & Co's UnitedHealth position peaked at $638K in Q4 2021.
3,296 funds tracked by Wall St. Rank held UnitedHealth as of Q4 2025.

Based on Lesa Sroufe & Co's 13F filing for Q4 2025, filed 22 Jan 2026.