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 Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Lion Street Advisors's UNH Position: Q3 2025 in Review

Lion Street Advisors reduced its UnitedHealth (UNH) stake by 75% in Q3 2025, selling an estimated $496K and leaving 548 shares worth $252K. The position accounts for 0.09% of the portfolio, ranked #179.

Lion Street Advisors first reported a position in UNH in Q1 2020 and has held it in 17 quarters since. The position peaked at $716K in Q3 2023. 3,167 funds tracked by Wall St. Rank hold UNH as of Q3 2025.

Lion Street Advisors held 548 shares of UnitedHealth worth $252K as of Q3 2025.
Lion Street Advisors sold 1,639 UnitedHealth shares in Q3 2025, an estimated $496K.
UnitedHealth made up 0.09% of Lion Street Advisors's portfolio in Q3 2025, its #179 holding.
Lion Street Advisors first reported a position in UnitedHealth in Q1 2020 and has held it in 17 quarters since.
Lion Street Advisors's UnitedHealth position peaked at $716K in Q3 2023.
3,167 funds tracked by Wall St. Rank held UnitedHealth as of Q3 2025.

Based on Lion Street Advisors's 13F filing for Q3 2025, filed 10 Nov 2025.