LFG Wealth Partners
UNH icon

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
Q3 		$355K Buy
966
+113
+13% +$45.5K 0.15% 80
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

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $103B AUM 36.66% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

LFG Wealth Partners's UNH Position: Q3 2026 in Review

LFG Wealth Partners increased its UnitedHealth (UNH) stake by 13% in Q3 2026, buying an estimated $45.5K and bringing the position to 966 shares worth $355K. The position accounts for 0.15% of the portfolio, ranked #80.

LFG Wealth Partners first reported a position in UNH in Q4 2025 and has held it in 4 quarters since. The position peaked at $355K in Q2 2026. 2,218 funds tracked by Wall St. Rank hold UNH as of Q3 2026.

  • LFG Wealth Partners held 966 shares of UnitedHealth worth $355K as of Q3 2026.
  • LFG Wealth Partners bought 113 UnitedHealth shares in Q3 2026, an estimated $45.5K.
  • UnitedHealth made up 0.15% of LFG Wealth Partners's portfolio in Q3 2026, its #80 holding.
  • LFG Wealth Partners first reported a position in UnitedHealth in Q4 2025 and has held it in 4 quarters since.
  • LFG Wealth Partners's UnitedHealth position peaked at $355K in Q2 2026.
  • 2,218 funds tracked by Wall St. Rank held UnitedHealth as of Q3 2026.

Based on LFG Wealth Partners's 13F filing for Q3 2026, filed 28 Oct 2026.