Lido Advisors’s UnitedHealth UNH Stock Holding History

Lido 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
2026 Q1	$54.1K	Sell	200 -4,900	-96%	-$1.46M	﹤0.01%	1901
2025 Q4	$1.68M	Hold	5,100	–	–	0.01%	780
2025 Q3	$1.76M	Buy	5,100 +2,300	+82%	+$696K	0.01%	726
2025 Q2	$874K	Buy	+2,800	New	+$1.07M	﹤0.01%	899
2024 Q4	–	Sell	-600	Closed	-$351K	–	1607
2024 Q3	$351K	Sell	600 -700	-54%	-$396K	﹤0.01%	1098
2024 Q2	$662K	Hold	1,300	–	–	﹤0.01%	830
2024 Q1	$643K	Hold	1,300	–	–	﹤0.01%	813
2023 Q4	$684K	Buy	1,300 +600	+86%	+$320K	﹤0.01%	745
2023 Q3	$353K	Hold	700	–	–	﹤0.01%	863
2023 Q2	$336K	Buy	700 +500	+250%	+$244K	﹤0.01%	874
2023 Q1	$94.5K	Sell	200 -1,000	-83%	-$483K	﹤0.01%	1085
2022 Q4	$636K	Hold	1,200	–	–	0.01%	519
2022 Q3	$606K	Buy	+1,200	New	+$631K	0.01%	502
2022 Q2	–	Sell	-800	Closed	-$407K	–	1070
2022 Q1	$407K	Hold	800	–	–	﹤0.01%	677
2021 Q4	$401K	Sell	800 -1,500	-65%	-$679K	﹤0.01%	692
2021 Q3	$920K	Hold	2,300	–	–	0.01%	426
2021 Q2	$921K	Hold	2,300	–	–	0.01%	399
2021 Q1	$855K	Hold	2,300	–	–	0.01%	370
2020 Q4	$806K	Sell	2,300 -1,500	-39%	-$503K	0.02%	361
2020 Q3	$1.18M	Buy	3,800 +1,300	+52%	+$399K	0.03%	232
2020 Q2	$737K	Hold	2,500	–	–	0.02%	287
2020 Q1	$623K	Hold	2,500	–	–	0.03%	288
2019 Q4	$734K	Sell	2,500 -4,500	-64%	-$1.18M	0.03%	313
2019 Q3	$1.52M	Hold	7,000	–	–	0.08%	155
2019 Q2	$1.71M	Buy	+7,000	New	+$1.68M	0.1%	126

Other funds holding UNH

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

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.