LWM
UNH icon

LJI Wealth Management’s UnitedHealth UNH Stock Holding History

LJI Wealth Management’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 		$1.71M Sell
4,114
-217
-5% -$80.4K 0.24% 44
2026
Q1 		$1.17M Buy
4,331
+1,448
+50% +$431K 0.19% 52
2025
Q4 		$952K Buy
2,883
+117
+4% +$39.6K 0.15% 68
2025
Q3 		$955K Buy
2,766
+691
+33% +$209K 0.17% 54
2025
Q2 		$647K Buy
2,075
+1,340
+182% +$512K 0.11% 72
2025
Q1 		$385K Buy
735
+277
+60% +$142K 0.08% 109
2024
Q4 		$232K Buy
+458
New +$260K 0.05% 158

Other funds holding UNH

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

LJI Wealth Management's UNH Position: Q2 2026 in Review

LJI Wealth Management reduced its UnitedHealth (UNH) stake by 5% in Q2 2026, selling an estimated $80.4K and leaving 4,114 shares worth $1.71M. The position accounts for 0.24% of the portfolio, ranked #44.

LJI Wealth Management first reported a position in UNH in Q4 2024 and has held it in 7 quarters since. 3,367 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • LJI Wealth Management held 4,114 shares of UnitedHealth worth $1.71M as of Q2 2026.
  • LJI Wealth Management sold 217 UnitedHealth shares in Q2 2026, an estimated $80.4K.
  • UnitedHealth made up 0.24% of LJI Wealth Management's portfolio in Q2 2026, its #44 holding.
  • LJI Wealth Management first reported a position in UnitedHealth in Q4 2024 and has held it in 7 quarters since.
  • 3,367 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

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