LA
UNH icon

Lifeworks Advisors’s UnitedHealth UNH Stock Holding History

Lifeworks 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
Q2 		$768K Sell
1,847
-170
-8% -$63K 0.08% 157
2026
Q1 		$546K Buy
2,017
+291
+17% +$86.7K 0.07% 188
2025
Q4 		$570K Buy
1,726
+131
+8% +$44.4K 0.07% 199
2025
Q3 		$551K Buy
1,595
+52
+3% +$15.7K 0.07% 194
2025
Q2 		$481K Buy
1,543
+67
+5% +$25.6K 0.07% 200
2025
Q1 		$773K Sell
1,476
-9
-0.6% -$4.6K 0.13% 145
2024
Q4 		$751K Buy
1,485
+39
+3% +$22.2K 0.14% 137
2024
Q3 		$845K Buy
1,446
+255
+21% +$144K 0.17% 129
2024
Q2 		$607K Buy
1,191
+24
+2% +$11.8K 0.17% 117
2024
Q1 		$577K Buy
1,167
+88
+8% +$44.7K 0.16% 119
2023
Q4 		$568K Buy
1,079
+48
+5% +$25.6K 0.2% 106
2023
Q3 		$520K Sell
1,031
-31
-3% -$15.3K 0.2% 119
2023
Q2 		$510K Sell
1,062
-1
-0.1% -$489 0.22% 104
2023
Q1 		$502K Buy
1,063
+92
+9% +$44.4K 0.24% 104
2022
Q4 		$515K Sell
971
-385
-28% -$204K 0.29% 81
2022
Q3 		$753K Sell
1,356
-216
-14% -$114K 0.43% 83
2022
Q2 		$807K Buy
1,572
+29
+2% +$14.6K 0.51% 65
2022
Q1 		$787K Sell
1,543
-374
-20% -$180K 0.52% 67
2021
Q4 		$963K Buy
+1,917
New +$868K 0.77% 41

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

Lifeworks Advisors's UNH Position: Q2 2026 in Review

Lifeworks Advisors reduced its UnitedHealth (UNH) stake by 8.4% in Q2 2026, selling an estimated $63K and leaving 1,847 shares worth $768K. The position accounts for 0.08% of the portfolio, ranked #157.

Lifeworks Advisors first reported a position in UNH in Q4 2021 and has held it in 19 quarters since. The position peaked at $963K in Q4 2021. 3,383 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • Lifeworks Advisors held 1,847 shares of UnitedHealth worth $768K as of Q2 2026.
  • Lifeworks Advisors sold 170 UnitedHealth shares in Q2 2026, an estimated $63K.
  • UnitedHealth made up 0.08% of Lifeworks Advisors's portfolio in Q2 2026, its #157 holding.
  • Lifeworks Advisors first reported a position in UnitedHealth in Q4 2021 and has held it in 19 quarters since.
  • Lifeworks Advisors's UnitedHealth position peaked at $963K in Q4 2021.
  • 3,383 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Lifeworks Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.