LSA
UNH icon

Lion Street Advisors’s UnitedHealth UNH Stock Holding History

Lion Street 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
2025
Q3 		$252K Sell
548
-1,639
-75% -$496K 0.09% 179
2025
Q2 		$682K Buy
2,187
+1,480
+209% +$566K 0.21% 109
2025
Q1 		$370K Sell
707
-15
-2% -$7.67K 0.12% 178
2024
Q4 		$365K Sell
722
-219
-23% -$124K 0.12% 177
2024
Q3 		$550K Buy
941
+15
+2% +$8.48K 0.19% 119
2024
Q2 		$472K Buy
926
+138
+18% +$67.6K 0.17% 130
2024
Q1 		$415K Hold
788
– – 0.17% 132
2023
Q4 		$415K Sell
788
-632
-45% -$337K 0.17% 132
2023
Q3 		$716K Buy
1,420
+833
+142% +$410K 0.23% 84
2023
Q2 		$270K Sell
587
-2
-0.3% -$978 0.09% 184
2023
Q1 		$278K Buy
589
+133
+29% +$64.2K 0.09% 191
2022
Q4 		$210K Buy
456
+39
+9% +$20.7K 0.11% 148
2022
Q3 		$212K Sell
417
-39
-9% -$20.5K 0.11% 122
2022
Q2 		$211K Sell
456
-5
-1% -$2.51K 0.11% 148
2022
Q1 		$237K Buy
461
+3
+0.7% +$1.45K 0.12% 124
2021
Q4 		$233K Buy
+458
New +$207K 0.11% 139
2020
Q2 		– Sell
-126
Closed -$31K – 390
2020
Q1 		$31K Buy
+126
New +$34.7K 0.17% 73

Other funds holding UNH

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return