LexAurum Advisors’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $5.23M | Buy |
12,589
+35
| +0.3% | +$13K | 0.6% | 42 |
|
|
2026
Q1 | $3.4M | Buy |
+12,554
| New | +$3.74M | 0.44% | 47 |
|
|
2025
Q3 | $3.68M | Buy |
10,668
+1,242
| +13% | +$376K | 0.52% | 41 |
|
|
2025
Q2 | $2.94M | Sell |
9,426
-86
| -0.9% | -$32.9K | 0.46% | 44 |
|
|
2025
Q1 | $4.98M | Sell |
9,512
-577
| -6% | -$295K | 0.95% | 26 |
|
|
2024
Q4 | $5.1M | Buy |
10,089
+403
| +4% | +$229K | 1.01% | 26 |
|
|
2024
Q3 | $5.66M | Buy |
9,686
+32
| +0.3% | +$18.1K | 1.24% | 21 |
|
|
2024
Q2 | $4.92M | Sell |
9,654
-19
| -0.2% | -$9.31K | 1.2% | 22 |
|
|
2024
Q1 | $4.79M | Sell |
9,673
-112
| -1% | -$56.9K | 1.2% | 21 |
|
|
2023
Q4 | $5.15M | Buy |
9,785
+169
| +2% | +$90.1K | 1.35% | 17 |
|
|
2023
Q3 | $4.85M | Sell |
9,616
-21
| -0.2% | -$10.3K | 1.42% | 16 |
|
|
2023
Q2 | $4.63M | Buy |
9,637
+27
| +0.3% | +$13.2K | 1.39% | 16 |
|
|
2023
Q1 | $4.54M | Sell |
9,610
-15
| -0.2% | -$7.24K | 1.51% | 15 |
|
|
2022
Q4 | $5.1M | Buy |
9,625
+123
| +1% | +$65.2K | 1.83% | 10 |
|
|
2022
Q3 | $4.8M | Sell |
9,502
-16
| -0.2% | -$8.41K | 1.86% | 12 |
|
|
2022
Q2 | $4.89M | Buy |
9,518
+56
| +0.6% | +$28.1K | 1.83% | 11 |
|
|
2022
Q1 | $4.83M | Buy |
9,462
+455
| +5% | +$219K | 1.57% | 13 |
|
|
2021
Q4 | $4.52M | Buy |
9,007
+111
| +1% | +$50.2K | 1.47% | 14 |
|
|
2021
Q3 | $3.48M | Buy |
8,896
+35
| +0.4% | +$14.5K | 1.03% | 16 |
|
|
2021
Q2 | $3.55M | Sell |
8,861
-22
| -0.2% | -$8.77K | 1.05% | 16 |
|
|
2021
Q1 | $3.31M | Buy |
8,883
+214
| +2% | +$74.2K | 1.13% | 18 |
|
|
2020
Q4 | $3.04M | Sell |
8,669
-71
| -0.8% | -$23.8K | 1.09% | 18 |
|
|
2020
Q3 | $2.73M | Buy |
8,740
+65
| +0.7% | +$20K | 1.12% | 16 |
|
|
2020
Q2 | $2.56M | Buy |
8,675
+100
| +1% | +$28.7K | 1.4% | 14 |
|
|
2020
Q1 | $2.14M | Buy |
8,575
+53
| +0.6% | +$14.6K | 1.48% | 12 |
|
|
2019
Q4 | $2.5M | Buy |
8,522
+28
| +0.3% | +$7.33K | 1.24% | 19 |
|
|
2019
Q3 | $1.85M | Buy |
8,494
+57
| +0.7% | +$13.8K | 1.09% | 25 |
|
|
2019
Q2 | $2.06M | Buy |
8,437
+31
| +0.4% | +$7.46K | 1.27% | 22 |
|
|
2019
Q1 | $2.08M | Buy |
8,406
+370
| +5% | +$94.4K | 1.38% | 24 |
|
|
2018
Q4 | $2M | Buy |
8,036
+111
| +1% | +$29.3K | 1.55% | 16 |
|
|
2018
Q3 | $2.11M | Buy |
7,925
+214
| +3% | +$55.7K | 1.48% | 17 |
|
|
2018
Q2 | $1.89M | Buy |
7,711
+105
| +1% | +$25.2K | 1.68% | 14 |
|
|
2018
Q1 | $1.63M | Sell |
7,606
-176
| -2% | -$40.2K | 1.38% | 15 |
|
|
2017
Q4 | $1.78M | Buy |
+7,782
| New | +$1.65M | 1.67% | 11 |
|
Other funds holding UNH
VAM
LexAurum Advisors's UNH Position: Q2 2026 in Review
LexAurum Advisors increased its UnitedHealth (UNH) stake by 0.28% in Q2 2026, buying an estimated $13K and bringing the position to 12,589 shares worth $5.23M. The position accounts for 0.6% of the portfolio, ranked #42.
LexAurum Advisors first reported a position in UNH in Q4 2017 and has held it in 34 quarters since. The position peaked at $5.66M in Q3 2024. 1,733 funds tracked by Wall St. Rank hold UNH as of Q2 2026.
- LexAurum Advisors held 12,589 shares of UnitedHealth worth $5.23M as of Q2 2026.
- LexAurum Advisors bought 35 UnitedHealth shares in Q2 2026, an estimated $13K.
- UnitedHealth made up 0.6% of LexAurum Advisors's portfolio in Q2 2026, its #42 holding.
- LexAurum Advisors first reported a position in UnitedHealth in Q4 2017 and has held it in 34 quarters since.
- LexAurum Advisors's UnitedHealth position peaked at $5.66M in Q3 2024.
- 1,733 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.
Based on LexAurum Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.