Lido Advisors
UNH icon

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 		$5.22M Buy
19,300
+900
+5% +$268K 0.02% 447
2025
Q4 		$6.07M Hold
18,400
– – 0.02% 410
2025
Q3 		$6.35M Sell
18,400
-5,200
-22% -$1.57M 0.02% 388
2025
Q2 		$7.36M Buy
23,600
+17,500
+287% +$6.69M 0.03% 297
2025
Q1 		$3.19M Sell
6,100
-6,800
-53% -$3.48M 0.01% 431
2024
Q4 		$6.53M Sell
12,900
-7,500
-37% -$4.26M 0.03% 279
2024
Q3 		$11.9M Buy
20,400
+4,400
+28% +$2.49M 0.06% 180
2024
Q2 		$8.15M Sell
16,000
-600
-4% -$294K 0.05% 213
2024
Q1 		$8.21M Buy
16,600
+500
+3% +$254K 0.05% 204
2023
Q4 		$8.48M Buy
16,100
+3,400
+27% +$1.81M 0.06% 190
2023
Q3 		$6.4M Buy
12,700
+600
+5% +$295K 0.05% 194
2023
Q2 		$5.82M Sell
12,100
-700
-5% -$342K 0.04% 203
2023
Q1 		$6.05M Sell
12,800
-5,800
-31% -$2.8M 0.06% 184
2022
Q4 		$9.86M Buy
18,600
+4,900
+36% +$2.6M 0.12% 93
2022
Q3 		$6.92M Buy
13,700
+1,400
+11% +$736K 0.09% 122
2022
Q2 		$6.32M Buy
12,300
+3,300
+37% +$1.66M 0.08% 114
2022
Q1 		$4.59M Buy
9,000
+1,300
+17% +$627K 0.05% 155
2021
Q4 		$3.87M Sell
7,700
-6,200
-45% -$2.81M 0.04% 182
2021
Q3 		$5.57M Sell
13,900
-1,900
-12% -$787K 0.08% 144
2021
Q2 		$6.33M Sell
15,800
-300
-2% -$120K 0.09% 128
2021
Q1 		$5.99M Sell
16,100
-1,400
-8% -$485K 0.1% 118
2020
Q4 		$6.14M Buy
17,500
+5,400
+45% +$1.81M 0.13% 104
2020
Q3 		$3.77M Buy
12,100
+2,900
+32% +$891K 0.1% 118
2020
Q2 		$2.71M Sell
9,200
-100
-1% -$28.7K 0.08% 132
2020
Q1 		$2.32M Buy
9,300
+700
+8% +$193K 0.1% 124
2019
Q4 		$2.53M Hold
8,600
– – 0.1% 121
2019
Q3 		$1.87M Buy
8,600
+3,200
+59% +$772K 0.09% 130
2019
Q2 		$1.32M Buy
+5,400
New +$1.3M 0.08% 143

Other funds holding UNH

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
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
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital Research Global Investors
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.