Lido 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
Q1 | $52.3M | Sell |
193,247
-7,840
| -4% | -$2.33M | 0.16% | 91 |
|
|
2025
Q4 | $69M | Buy |
201,087
+431
| +0.2% | +$146K | 0.21% | 71 |
|
|
2025
Q3 | $69.3M | Buy |
200,656
+28,454
| +17% | +$8.61M | 0.22% | 65 |
|
|
2025
Q2 | $53.7M | Buy |
172,202
+3,532
| +2% | +$1.35M | 0.21% | 67 |
|
|
2025
Q1 | $88.3M | Buy |
168,670
+20,810
| +14% | +$10.6M | 0.4% | 35 |
|
|
2024
Q4 | $74.8M | Buy |
147,860
+26,487
| +22% | +$15M | 0.34% | 42 |
|
|
2024
Q3 | $71M | Buy |
121,373
+2,100
| +2% | +$1.19M | 0.35% | 31 |
|
|
2024
Q2 | $60.7M | Buy |
119,273
+8,106
| +7% | +$3.97M | 0.34% | 32 |
|
|
2024
Q1 | $55M | Sell |
111,167
-6,368
| -5% | -$3.24M | 0.32% | 32 |
|
|
2023
Q4 | $61.9M | Buy |
117,535
+12,391
| +12% | +$6.61M | 0.42% | 24 |
|
|
2023
Q3 | $53M | Buy |
105,144
+1,358
| +1% | +$668K | 0.4% | 26 |
|
|
2023
Q2 | $49.9M | Buy |
103,786
+4,127
| +4% | +$2.02M | 0.36% | 28 |
|
|
2023
Q1 | $47.1M | Buy |
99,659
+6,186
| +7% | +$2.99M | 0.46% | 21 |
|
|
2022
Q4 | $49.6M | Buy |
93,473
+9,061
| +11% | +$4.8M | 0.6% | 17 |
|
|
2022
Q3 | $42.6M | Buy |
84,412
+5,673
| +7% | +$2.98M | 0.54% | 18 |
|
|
2022
Q2 | $40.4M | Buy |
78,739
+8,231
| +12% | +$4.13M | 0.54% | 21 |
|
|
2022
Q1 | $36M | Buy |
70,508
+6,082
| +9% | +$2.93M | 0.4% | 26 |
|
|
2021
Q4 | $32.4M | Buy |
64,426
+44
| +0.1% | +$19.9K | 0.35% | 26 |
|
|
2021
Q3 | $25.8M | Sell |
64,382
-1,381
| -2% | -$572K | 0.36% | 29 |
|
|
2021
Q2 | $26.3M | Buy |
65,763
+2,721
| +4% | +$1.08M | 0.37% | 27 |
|
|
2021
Q1 | $23.5M | Buy |
63,042
+7,877
| +14% | +$2.73M | 0.4% | 26 |
|
|
2020
Q4 | $19.3M | Buy |
55,165
+10,619
| +24% | +$3.56M | 0.4% | 27 |
|
|
2020
Q3 | $13.9M | Buy |
44,546
+3,274
| +8% | +$1.01M | 0.36% | 34 |
|
|
2020
Q2 | $12.2M | Buy |
41,272
+15,463
| +60% | +$4.43M | 0.37% | 37 |
|
|
2020
Q1 | $6.44M | Buy |
25,809
+8,469
| +49% | +$2.33M | 0.27% | 49 |
|
|
2019
Q4 | $5.1M | Sell |
17,340
-4,717
| -21% | -$1.23M | 0.2% | 77 |
|
|
2019
Q3 | $4.79M | Sell |
22,057
-1,474
| -6% | -$356K | 0.24% | 62 |
|
|
2019
Q2 | $5.74M | Buy |
23,531
+20,174
| +601% | +$4.85M | 0.33% | 46 |
|
|
2019
Q1 | $830K | Buy |
3,357
+95
| +3% | +$24.2K | 0.05% | 210 |
|
|
2018
Q4 | $812K | Buy |
3,262
+50
| +2% | +$13.2K | 0.08% | 148 |
|
|
2018
Q3 | $854K | Buy |
3,212
+224
| +7% | +$58.3K | 0.08% | 148 |
|
|
2018
Q2 | $733K | Buy |
2,988
+145
| +5% | +$34.8K | 0.08% | 145 |
|
|
2018
Q1 | $608K | Sell |
2,843
-196
| -6% | -$44.8K | 0.08% | 158 |
|
|
2017
Q4 | $669K | Buy |
3,039
+21
| +0.7% | +$4.45K | 0.1% | 120 |
|
|
2017
Q3 | $634K | Buy |
+3,018
| New | +$583K | 0.1% | 119 |
|
|
2017
Q2 | – | Sell |
-1,799
| Closed | -$314K | – | 283 |
|
|
2017
Q1 | $314K | Buy |
1,799
+152
| +9% | +$24.9K | 0.09% | 145 |
|
|
2016
Q4 | $264K | Sell |
1,647
-554
| -25% | -$82.8K | 0.07% | 154 |
|
|
2016
Q3 | $308K | Buy |
+2,201
| New | +$308K | 0.09% | 101 |
|
Other funds holding UNH
VCM
VPM
Lido Advisors's UNH Position: Q1 2026 in Review
Lido Advisors reduced its UnitedHealth (UNH) stake by 3.9% in Q1 2026, selling an estimated $2.33M and leaving 193,247 shares worth $52.3M. The position accounts for 0.16% of the portfolio, ranked #91.
Lido Advisors first reported a position in UNH in Q3 2016 and has held it in 38 quarters since. The position peaked at $88.3M in Q1 2025. 3,020 funds tracked by Wall St. Rank hold UNH as of Q1 2026.
- Lido Advisors held 193,247 shares of UnitedHealth worth $52.3M as of Q1 2026.
- Lido Advisors sold 7,840 UnitedHealth shares in Q1 2026, an estimated $2.33M.
- UnitedHealth made up 0.16% of Lido Advisors's portfolio in Q1 2026, its #91 holding.
- Lido Advisors first reported a position in UnitedHealth in Q3 2016 and has held it in 38 quarters since.
- Lido Advisors's UnitedHealth position peaked at $88.3M in Q1 2025.
- 3,020 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.
Based on Lido Advisors's 13F filing for Q1 2026, filed 13 May 2026.