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LM Advisors’s UnitedHealth UNH Stock Holding History

LM 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
2026
Q2 		$1.59M Buy
3,823
+2,763
+261% +$1.02M 0.18% 79
2026
Q1 		$3.92K Sell
1,060
-565
-35% -$168K 0.06% 142
2025
Q4 		$4.92K Sell
1,625
-3,114
-66% -$1.06M 0.09% 125
2025
Q3 		$1.64M Buy
4,739
+1,484
+46% +$449K 0.24% 72
2025
Q2 		$1.01M Buy
3,255
+238
+8% +$91K 0.13% 83
2025
Q1 		$1.58M Sell
3,017
-1,936
-39% -$990K 0.28% 63
2024
Q4 		$2.51M Buy
4,953
+465
+10% +$264K 0.45% 42
2024
Q3 		$2.62M Sell
4,488
-415
-8% -$235K 0.53% 38
2024
Q2 		$2.5M Buy
4,903
+115
+2% +$56.4K 0.44% 45
2024
Q1 		$2.37M Buy
4,788
+1,929
+67% +$981K 0.38% 53
2023
Q4 		$1.5M Buy
+2,859
New +$1.52M 0.3% 64

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 $3.38T AUM 44.17% 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

LM Advisors's UNH Position: Q2 2026 in Review

LM Advisors increased its UnitedHealth (UNH) stake by 261% in Q2 2026, buying an estimated $1.02M and bringing the position to 3,823 shares worth $1.59M. The position accounts for 0.18% of the portfolio, ranked #79.

LM Advisors first reported a position in UNH in Q4 2023 and has held it in 11 quarters since. The position peaked at $2.62M in Q3 2024. 3,395 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • LM Advisors held 3,823 shares of UnitedHealth worth $1.59M as of Q2 2026.
  • LM Advisors bought 2,763 UnitedHealth shares in Q2 2026, an estimated $1.02M.
  • UnitedHealth made up 0.18% of LM Advisors's portfolio in Q2 2026, its #79 holding.
  • LM Advisors first reported a position in UnitedHealth in Q4 2023 and has held it in 11 quarters since.
  • LM Advisors's UnitedHealth position peaked at $2.62M in Q3 2024.
  • 3,395 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on LM Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.