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 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 New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

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

JP Morgan Chase

JP Morgan Chase New York $1.47T 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