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LMG Wealth Partners’s UnitedHealth UNH Stock Holding History

LMG Wealth Partners’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 		$436K Buy
1,611
+11
+0.7% +$3.28K 0.08% 121
2025
Q4 		$528K Buy
1,600
+18
+1% +$6.1K 0.1% 111
2025
Q3 		$546K Buy
+1,582
New +$478K 0.1% 109

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

LMG Wealth Partners's UNH Position: Q1 2026 in Review

LMG Wealth Partners increased its UnitedHealth (UNH) stake by 0.69% in Q1 2026, buying an estimated $3.28K and bringing the position to 1,611 shares worth $436K. The position accounts for 0.08% of the portfolio, ranked #121.

LMG Wealth Partners first reported a position in UNH in Q3 2025 and has held it in 3 quarters since. The position peaked at $546K in Q3 2025. 3,026 funds tracked by Wall St. Rank hold UNH as of Q1 2026.

  • LMG Wealth Partners held 1,611 shares of UnitedHealth worth $436K as of Q1 2026.
  • LMG Wealth Partners bought 11 UnitedHealth shares in Q1 2026, an estimated $3.28K.
  • UnitedHealth made up 0.08% of LMG Wealth Partners's portfolio in Q1 2026, its #121 holding.
  • LMG Wealth Partners first reported a position in UnitedHealth in Q3 2025 and has held it in 3 quarters since.
  • LMG Wealth Partners's UnitedHealth position peaked at $546K in Q3 2025.
  • 3,026 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.

Based on LMG Wealth Partners's 13F filing for Q1 2026, filed 17 Apr 2026.