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LFG Wealth Partners’s UnitedHealth UNH Stock Holding History

LFG Wealth Partners’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 		$355K Buy
853
+27
+3% +$10K 0.17% 75
2026
Q1 		$223K Sell
826
-6
-0.7% -$1.79K 0.13% 83
2025
Q4 		$275K Buy
+832
New +$282K 0.18% 75

Other funds holding UNH

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

LFG Wealth Partners's UNH Position: Q2 2026 in Review

LFG Wealth Partners increased its UnitedHealth (UNH) stake by 3.3% in Q2 2026, buying an estimated $10K and bringing the position to 853 shares worth $355K. The position accounts for 0.17% of the portfolio, ranked #75.

LFG Wealth Partners first reported a position in UNH in Q4 2025 and has held it in 3 quarters since. 3,387 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • LFG Wealth Partners held 853 shares of UnitedHealth worth $355K as of Q2 2026.
  • LFG Wealth Partners bought 27 UnitedHealth shares in Q2 2026, an estimated $10K.
  • UnitedHealth made up 0.17% of LFG Wealth Partners's portfolio in Q2 2026, its #75 holding.
  • LFG Wealth Partners first reported a position in UnitedHealth in Q4 2025 and has held it in 3 quarters since.
  • 3,387 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on LFG Wealth Partners's 13F filing for Q2 2026, filed 5 Aug 2026.