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LGT Financial Advisors’s UnitedHealth UNH Stock Holding History

LGT Financial Advisors’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
Q3 		– Sell
-23
Closed -$7.23K – 634
2025
Q2 		$7.23K Buy
+23
New +$8.79K 0.02% 246
2025
Q1 		– Sell
-125
Closed -$63.2K – 703
2024
Q4 		$63.2K Buy
+125
New +$71K 0.14% 132

Other funds holding UNH

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LGT Financial Advisors's UNH Position: Q3 2025 in Review

LGT Financial Advisors sold out of UnitedHealth (UNH) in Q3 2025, closing a stake of 23 shares — an estimated $7.23K sold.

LGT Financial Advisors first reported a position in UNH in Q4 2024 and held it in 2 quarters. The position peaked at $63.2K in Q4 2024. 3,159 funds tracked by Wall St. Rank hold UNH as of Q3 2025.

  • LGT Financial Advisors reported no remaining UnitedHealth position as of Q3 2025 after selling out during the quarter.
  • LGT Financial Advisors sold 23 UnitedHealth shares in Q3 2025, an estimated $7.23K.
  • LGT Financial Advisors first reported a position in UnitedHealth in Q4 2024 and held it in 2 quarters.
  • LGT Financial Advisors's UnitedHealth position peaked at $63.2K in Q4 2024.
  • 3,159 funds tracked by Wall St. Rank held UnitedHealth as of Q3 2025.

Based on LGT Financial Advisors's 13F filing for Q3 2025, filed 17 Nov 2025.