Lloyd Advisory Services’s UnitedHealth UNH Stock Holding History

Lloyd Advisory Services’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	–	Sell	-550	Closed	-$149K	–	989
2026 Q1	$149K	Buy	+550	New	+$164K	0.04%	175
2024 Q2	–	Sell	-3,910	Closed	-$1.93M	–	187
2024 Q1	$1.93M	Buy	3,910 +3,320	+563%	+$1.69M	0.41%	30
2023 Q4	$310K	Sell	590 -5,793	-91%	-$3.09M	0.15%	82
2023 Q3	$3.22M	Buy	+6,383	New	+$3.14M	1.06%	17
2022 Q2	–	Sell	-163	Closed	-$83K	–	527
2022 Q1	$83K	Buy	163 +151	+1,258%	+$72.8K	0.04%	182
2021 Q4	$6K	Hold	12	–	–	﹤0.01%	346
2021 Q3	$5K	Buy	+12	New	+$4.97K	﹤0.01%	317
2021 Q1	–	Sell	-123	Closed	-$43K	–	413
2020 Q4	$43K	Hold	123	–	–	0.02%	125
2020 Q3	$38K	Sell	123 -9	-7%	-$2.77K	0.02%	119
2020 Q2	$39K	Sell	132 -5	-4%	-$1.43K	0.02%	122
2020 Q1	$34K	Sell	137 -16	-10%	-$4.4K	0.03%	114
2019 Q4	$45K	Buy	+153	New	+$40K	0.04%	128

Other funds holding UNH

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 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

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Lloyd Advisory Services's UNH Position: Q2 2026 in Review

Lloyd Advisory Services sold out of UnitedHealth (UNH) in Q2 2026, closing a stake of 550 shares — an estimated $149K sold.

Lloyd Advisory Services first reported a position in UNH in Q4 2019 and held it in 12 quarters. The position peaked at $3.22M in Q3 2023. 3,373 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

Lloyd Advisory Services reported no remaining UnitedHealth position as of Q2 2026 after selling out during the quarter.
Lloyd Advisory Services sold 550 UnitedHealth shares in Q2 2026, an estimated $149K.
Lloyd Advisory Services first reported a position in UnitedHealth in Q4 2019 and held it in 12 quarters.
Lloyd Advisory Services's UnitedHealth position peaked at $3.22M in Q3 2023.
3,373 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Lloyd Advisory Services's 13F filing for Q2 2026, filed 7 Aug 2026.