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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
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
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
VPM
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
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T 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

Limestone Investment Advisors's UNH Position: Q1 2026 in Review

Limestone Investment Advisors opened a new position in UnitedHealth (UNH) in Q1 2026: 5,374 shares worth $1.45M. The stake represents 0.12% of the portfolio and ranks #127 among its holdings. This is a return to the name: Limestone Investment Advisors previously reported a position in UNH as recently as Q3 2025.

Limestone Investment Advisors first reported a position in UNH in Q3 2025 and has held it in 2 quarters since. 3,019 funds tracked by Wall St. Rank hold UNH as of Q1 2026.

  • Limestone Investment Advisors held 5,374 shares of UnitedHealth worth $1.45M as of Q1 2026.
  • UnitedHealth was a new Limestone Investment Advisors position in Q1 2026.
  • UnitedHealth made up 0.12% of Limestone Investment Advisors's portfolio in Q1 2026, its #127 holding.
  • Limestone Investment Advisors first reported a position in UnitedHealth in Q3 2025 and has held it in 2 quarters since.
  • 3,019 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.

Based on Limestone Investment Advisors's 13F filing for Q1 2026, filed 15 May 2026.