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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
Q2 		$674K Buy
1,622
+11
+0.7% +$4.08K 0.11% 114
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 $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

LMG Wealth Partners's UNH Position: Q2 2026 in Review

LMG Wealth Partners increased its UnitedHealth (UNH) stake by 0.68% in Q2 2026, buying an estimated $4.08K and bringing the position to 1,622 shares worth $674K. The position accounts for 0.11% of the portfolio, ranked #114.

LMG Wealth Partners first reported a position in UNH in Q3 2025 and has held it in 4 quarters since. 3,394 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • LMG Wealth Partners held 1,622 shares of UnitedHealth worth $674K as of Q2 2026.
  • LMG Wealth Partners bought 11 UnitedHealth shares in Q2 2026, an estimated $4.08K.
  • UnitedHealth made up 0.11% of LMG Wealth Partners's portfolio in Q2 2026, its #114 holding.
  • LMG Wealth Partners first reported a position in UnitedHealth in Q3 2025 and has held it in 4 quarters since.
  • 3,394 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on LMG Wealth Partners's 13F filing for Q2 2026, filed 12 Aug 2026.