Lewis Asset Management’s UnitedHealth UNH Stock Holding History

Lewis Asset 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	$1.68M	Sell	4,048 -295	-7%	-$109K	0.59%	40
2026 Q1	$1.18M	Buy	4,343 +491	+13%	+$146K	0.48%	53
2025 Q4	$1.27M	Sell	3,852 -253	-6%	-$85.7K	0.52%	47
2025 Q3	$1.42M	Buy	4,105 +2,045	+99%	+$618K	0.58%	42
2025 Q2	$643K	Buy	2,060 +692	+51%	+$264K	0.3%	84
2025 Q1	$717K	Buy	1,368 +50	+4%	+$25.6K	0.59%	46
2024 Q4	$666K	Buy	1,318 +142	+12%	+$80.7K	0.51%	49
2024 Q3	$687K	Buy	1,176 +64	+6%	+$36.2K	0.5%	52
2024 Q2	$566K	Sell	1,112 -207	-16%	-$101K	0.43%	53
2024 Q1	$652K	Sell	1,319 -308	-19%	-$157K	0.54%	44
2023 Q4	$857K	Buy	+1,627	New	+$868K	0.79%	30

Other funds holding UNH

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

PAM

PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Lewis Asset Management's UNH Position: Q2 2026 in Review

Lewis Asset Management reduced its UnitedHealth (UNH) stake by 6.8% in Q2 2026, selling an estimated $109K and leaving 4,048 shares worth $1.68M. The position accounts for 0.59% of the portfolio, ranked #40.

Lewis Asset Management first reported a position in UNH in Q4 2023 and has held it in 11 quarters since. 1,487 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

Lewis Asset Management held 4,048 shares of UnitedHealth worth $1.68M as of Q2 2026.
Lewis Asset Management sold 295 UnitedHealth shares in Q2 2026, an estimated $109K.
UnitedHealth made up 0.59% of Lewis Asset Management's portfolio in Q2 2026, its #40 holding.
Lewis Asset Management first reported a position in UnitedHealth in Q4 2023 and has held it in 11 quarters since.
1,487 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Lewis Asset Management's 13F filing for Q2 2026, filed 21 Jul 2026.