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Lineweaver Wealth Advisors’s UnitedHealth UNH Stock Holding History

Lineweaver Wealth 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 		– Sell
-5,386
Closed -$1.78M – 190
2025
Q4 		$1.78M Sell
5,386
-954
-15% -$323K 0.24% 80
2025
Q3 		$2.19M Buy
6,340
+231
+4% +$69.9K 0.32% 61
2025
Q2 		$1.91M Buy
6,109
+1,100
+22% +$420K 0.3% 65
2025
Q1 		$2.63M Sell
5,009
-601
-11% -$307K 0.45% 45
2024
Q4 		$2.85M Sell
5,610
-1,981
-26% -$1.13M 0.53% 43
2024
Q3 		$4.44M Buy
7,591
+287
+4% +$162K 0.85% 25
2024
Q2 		$3.73M Buy
7,304
+574
+9% +$281K 0.77% 29
2024
Q1 		$3.34M Buy
6,730
+402
+6% +$204K 0.79% 28
2023
Q4 		$3.34M Buy
6,328
+205
+3% +$109K 0.87% 22
2023
Q3 		$3.09M Buy
6,123
+195
+3% +$96K 0.9% 22
2023
Q2 		$2.85M Buy
5,928
+87
+1% +$42.5K 0.81% 23
2023
Q1 		$2.76M Buy
5,841
+504
+9% +$243K 0.85% 22
2022
Q4 		$2.83M Sell
5,337
-331
-6% -$175K 0.86% 25
2022
Q3 		$2.86M Sell
5,668
-31
-0.5% -$16.3K 0.93% 24
2022
Q2 		$2.93M Buy
5,699
+186
+3% +$93.4K 0.97% 21
2022
Q1 		$2.81M Buy
5,513
+477
+9% +$230K 0.8% 26
2021
Q4 		$2.53M Sell
5,036
-13
-0.3% -$5.88K 0.73% 26
2021
Q3 		$1.97M Buy
5,049
+203
+4% +$84.1K 0.6% 31
2021
Q2 		$1.94M Buy
4,846
+322
+7% +$128K 0.64% 30
2021
Q1 		$1.68M Buy
4,524
+435
+11% +$151K 0.6% 31
2020
Q4 		$1.43M Buy
4,089
+649
+19% +$218K 0.56% 29
2020
Q3 		$1.07M Buy
3,440
+98
+3% +$30.1K 0.48% 30
2020
Q2 		$985K Buy
3,342
+42
+1% +$12K 0.5% 28
2020
Q1 		$811K Buy
3,300
+668
+25% +$184K 0.51% 29
2019
Q4 		$773K Buy
+2,632
New +$689K 0.44% 28

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

Lineweaver Wealth Advisors's UNH Position: Q1 2026 in Review

Lineweaver Wealth Advisors sold out of UnitedHealth (UNH) in Q1 2026, closing a stake of 5,386 shares — an estimated $1.78M sold.

Lineweaver Wealth Advisors first reported a position in UNH in Q4 2019 and held it in 25 quarters. The position peaked at $4.44M in Q3 2024. 3,024 funds tracked by Wall St. Rank hold UNH as of Q1 2026.

  • Lineweaver Wealth Advisors reported no remaining UnitedHealth position as of Q1 2026 after selling out during the quarter.
  • Lineweaver Wealth Advisors sold 5,386 UnitedHealth shares in Q1 2026, an estimated $1.78M.
  • Lineweaver Wealth Advisors first reported a position in UnitedHealth in Q4 2019 and held it in 25 quarters.
  • Lineweaver Wealth Advisors's UnitedHealth position peaked at $4.44M in Q3 2024.
  • 3,024 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.

Based on Lineweaver Wealth Advisors's 13F filing for Q1 2026, filed 8 Apr 2026.