LifeSteps Financial’s UnitedHealth UNH Stock Holding History

LifeSteps Financial’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 Q2	$86.9K	Buy	+209	New	+$77.5K	0.04%	163
2025 Q2	–	Sell	-526	Closed	-$275K	–	87
2025 Q1	$275K	Hold	526	–	–	0.22%	70
2024 Q4	$266K	Hold	526	–	–	0.2%	73
2024 Q3	$308K	Hold	526	–	–	0.24%	64
2024 Q2	$268K	Hold	526	–	–	0.22%	67
2024 Q1	$260K	Hold	526	–	–	0.2%	69
2023 Q4	$277K	Hold	526	–	–	0.25%	67
2023 Q3	$265K	Hold	526	–	–	0.27%	59
2023 Q2	$253K	Hold	526	–	–	0.25%	61
2023 Q1	$249K	Buy	526 +67	+15%	+$32.3K	0.26%	59
2022 Q4	$243K	Hold	459	–	–	0.25%	61
2022 Q3	$232K	Hold	459	–	–	0.26%	64
2022 Q2	$236K	Hold	459	–	–	0.25%	68
2022 Q1	$234K	Hold	459	–	–	0.17%	78
2021 Q4	$230K	Buy	+459	New	+$208K	0.16%	76

Other funds holding UNH

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

PAM

PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

ECSS

Eurizon Capital SGR SpA Milan $37.3B AUM

LifeSteps Financial's UNH Position: Q2 2026 in Review

LifeSteps Financial opened a new position in UnitedHealth (UNH) in Q2 2026: 209 shares worth $86.9K. The stake represents 0.04% of the portfolio and ranks #163 among its holdings. This is a return to the name: LifeSteps Financial previously reported a position in UNH as recently as Q1 2025.

LifeSteps Financial first reported a position in UNH in Q4 2021 and has held it in 15 quarters since. The position peaked at $308K in Q3 2024. 1,385 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

LifeSteps Financial held 209 shares of UnitedHealth worth $86.9K as of Q2 2026.
UnitedHealth was a new LifeSteps Financial position in Q2 2026.
UnitedHealth made up 0.04% of LifeSteps Financial's portfolio in Q2 2026, its #163 holding.
LifeSteps Financial first reported a position in UnitedHealth in Q4 2021 and has held it in 15 quarters since.
LifeSteps Financial's UnitedHealth position peaked at $308K in Q3 2024.
1,385 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on LifeSteps Financial's 13F filing for Q2 2026, filed 17 Jul 2026.