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Lifestyle Asset Management’s UnitedHealth UNH Stock Holding History

Lifestyle Asset Management’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 		$352K Buy
846
+31
+4% +$11.5K 0.09% 99
2026
Q1 		$221K Buy
815
+47
+6% +$14K 0.07% 129
2025
Q4 		$254K Buy
768
+56
+8% +$19K 0.08% 127
2025
Q3 		$246K Buy
+712
New +$215K 0.08% 125
2025
Q2 		– Sell
-399
Closed -$209K – 145
2025
Q1 		$209K Buy
+399
New +$204K 0.11% 106
2024
Q4 		– Sell
-362
Closed -$212K – 120
2024
Q3 		$212K Buy
+362
New +$205K 0.12% 99
2024
Q2 		– Sell
-413
Closed -$204K – 113
2024
Q1 		$204K Sell
413
-36
-8% -$18.3K 0.12% 102
2023
Q4 		$236K Sell
449
-34
-7% -$18.1K 0.13% 71
2023
Q3 		$244K Sell
483
-4
-0.8% -$1.97K 0.15% 62
2023
Q2 		$234K Sell
487
-4
-0.8% -$1.96K 0.14% 67
2023
Q1 		$232K Buy
491
+28
+6% +$13.5K 0.16% 61
2022
Q4 		$245K Buy
+463
New +$245K 0.2% 54

Other funds holding UNH

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Lifestyle Asset Management's UNH Position: Q2 2026 in Review

Lifestyle Asset Management increased its UnitedHealth (UNH) stake by 3.8% in Q2 2026, buying an estimated $11.5K and bringing the position to 846 shares worth $352K. The position accounts for 0.09% of the portfolio, ranked #99.

Lifestyle Asset Management first reported a position in UNH in Q4 2022 and has held it in 12 quarters since. 3,378 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • Lifestyle Asset Management held 846 shares of UnitedHealth worth $352K as of Q2 2026.
  • Lifestyle Asset Management bought 31 UnitedHealth shares in Q2 2026, an estimated $11.5K.
  • UnitedHealth made up 0.09% of Lifestyle Asset Management's portfolio in Q2 2026, its #99 holding.
  • Lifestyle Asset Management first reported a position in UnitedHealth in Q4 2022 and has held it in 12 quarters since.
  • 3,378 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Lifestyle Asset Management's 13F filing for Q2 2026, filed 20 Jul 2026.