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UNH icon

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
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 ﹤0.01% 60
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
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
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return