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Linscomb Wealth’s UnitedHealth UNH Stock Holding History

Linscomb Wealth’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 		$5.43M Sell
13,056
-120
-0.9% -$44.5K 0.24% 87
2026
Q1 		$3.57M Sell
13,176
-1,292
-9% -$385K 0.16% 114
2025
Q4 		$4.78M Buy
14,468
+13,787
+2,025% +$4.67M 0.2% 102
2025
Q3 		$235K Sell
681
-25
-4% -$7.56K 0.01% 291
2025
Q2 		$220K Sell
706
-114
-14% -$43.6K 0.01% 295
2025
Q1 		$429K Buy
820
+7
+0.9% +$3.58K 0.02% 233
2024
Q4 		$411K Sell
813
-115
-12% -$65.3K 0.02% 233
2024
Q3 		$543K Sell
928
-126
-12% -$71.3K 0.03% 215
2024
Q2 		$537K Buy
1,054
+105
+11% +$51.5K 0.03% 210
2024
Q1 		$470K Sell
949
-29
-3% -$14.7K 0.02% 218
2023
Q4 		$515K Sell
978
-195
-17% -$104K 0.03% 209
2023
Q3 		$592K Buy
1,173
+383
+48% +$188K 0.03% 195
2023
Q2 		$380K Sell
790
-151
-16% -$73.8K 0.02% 228
2023
Q1 		$445K Sell
941
-168
-15% -$81.1K 0.02% 223
2022
Q4 		$588K Buy
1,109
+163
+17% +$86.3K 0.03% 218
2022
Q3 		$478K Buy
946
+216
+30% +$114K 0.03% 197
2022
Q2 		$375K Sell
730
-203
-22% -$102K 0.02% 222
2022
Q1 		$476K Sell
933
-23
-2% -$11.1K 0.02% 239
2021
Q4 		$480K Buy
956
+43
+5% +$19.5K 0.02% 232
2021
Q3 		$357K Buy
913
+21
+2% +$8.7K 0.02% 252
2021
Q2 		$357K Sell
892
-106
-11% -$42.3K 0.02% 247
2021
Q1 		$371K Buy
998
+183
+22% +$63.4K 0.02% 242
2020
Q4 		$286K Buy
815
+10
+1% +$3.35K 0.02% 259
2020
Q3 		$251K Buy
805
+54
+7% +$16.6K 0.02% 258
2020
Q2 		$222K Sell
751
-130
-15% -$37.3K 0.02% 270
2020
Q1 		$220K Sell
881
-435
-33% -$120K 0.02% 360
2019
Q4 		$387K Buy
+1,316
New +$344K 0.03% 341
2019
Q1 		– Sell
-1,043
Closed -$260K – 271
2018
Q4 		$260K Buy
1,043
+15
+1% +$3.96K 0.02% 222
2018
Q3 		$274K Hold
1,028
– – 0.02% 243
2018
Q2 		$252K Hold
1,028
– – 0.02% 239
2018
Q1 		$220K Sell
1,028
-233
-18% -$53.2K 0.02% 252
2017
Q4 		$278K Sell
1,261
-373
-23% -$79K 0.02% 231
2017
Q3 		$320K Hold
1,634
– – 0.03% 207
2017
Q2 		$303K Sell
1,634
-146
-8% -$25.6K 0.03% 208
2017
Q1 		$292K Buy
1,780
+127
+8% +$20.8K 0.03% 207
2016
Q4 		$265K Sell
1,653
-491
-23% -$73.3K 0.02% 220
2016
Q3 		$300K Sell
2,144
-320
-13% -$44.8K 0.03% 204
2016
Q2 		$348K Sell
2,464
-46
-2% -$6.13K 0.04% 187
2016
Q1 		$323K Buy
2,510
+689
+38% +$81.5K 0.04% 195
2015
Q4 		$214K Sell
1,821
-70
-4% -$8.18K 0.02% 235
2015
Q3 		$219K Buy
1,891
+1
+0.1% +$120 0.03% 239
2015
Q2 		$231K Sell
1,890
-50
-3% -$5.92K 0.03% 244
2015
Q1 		$229K Sell
1,940
-2,341
-55% -$260K 0.02% 244
2014
Q4 		$433K Hold
4,281
– – 0.05% 181
2014
Q3 		$369K Buy
4,281
+573
+15% +$48.4K 0.04% 199
2014
Q2 		$303K Sell
3,708
-121
-3% -$9.52K 0.03% 222
2014
Q1 		$314K Buy
3,829
+732
+24% +$55.1K 0.03% 206
2013
Q4 		$233K Buy
3,097
+290
+10% +$20.8K 0.03% 206
2013
Q3 		$201K Buy
+2,807
New +$201K 0.03% 227

Other funds holding UNH

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
VAM
Veritas Asset Management London, United Kingdom $5.56B AUM 3.46% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

Linscomb Wealth's UNH Position: Q2 2026 in Review

Linscomb Wealth reduced its UnitedHealth (UNH) stake by 0.91% in Q2 2026, selling an estimated $44.5K and leaving 13,056 shares worth $5.43M. The position accounts for 0.24% of the portfolio, ranked #87.

Linscomb Wealth first reported a position in UNH in Q3 2013 and has held it in 49 quarters since. 1,733 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • Linscomb Wealth held 13,056 shares of UnitedHealth worth $5.43M as of Q2 2026.
  • Linscomb Wealth sold 120 UnitedHealth shares in Q2 2026, an estimated $44.5K.
  • UnitedHealth made up 0.24% of Linscomb Wealth's portfolio in Q2 2026, its #87 holding.
  • Linscomb Wealth first reported a position in UnitedHealth in Q3 2013 and has held it in 49 quarters since.
  • 1,733 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Linscomb Wealth's 13F filing for Q2 2026, filed 31 Jul 2026.