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Limestone Investment Advisors’s UnitedHealth UNH Stock Holding History

Limestone Investment 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 		$10.4M Buy
25,000
+11,200
+81% +$4.15M 0.77% 24
2026
Q1 		$3.73M Buy
13,800
+5,800
+73% +$1.73M 0.3% 55
2025
Q4 		$2.64M Buy
+8,000
New +$2.71M 0.25% 78

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

Limestone Investment Advisors's UNH Position: Q2 2026 in Review

Limestone Investment Advisors sold out of UnitedHealth (UNH) in Q2 2026, closing a stake of 5,374 shares — an estimated $1.99M sold.

Limestone Investment Advisors first reported a position in UNH in Q3 2025 and held it in 2 quarters. The position peaked at $1.45M in Q1 2026. 3,378 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • Limestone Investment Advisors reported no remaining UnitedHealth position as of Q2 2026 after selling out during the quarter.
  • Limestone Investment Advisors sold 5,374 UnitedHealth shares in Q2 2026, an estimated $1.99M.
  • Limestone Investment Advisors first reported a position in UnitedHealth in Q3 2025 and held it in 2 quarters.
  • Limestone Investment Advisors's UnitedHealth position peaked at $1.45M in Q1 2026.
  • 3,378 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

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