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Lokken Investment Group’s UnitedHealth UNH Stock Holding History

Lokken Investment Group’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
2025
Q3 		$2.05M Buy
5,944
+3,176
+115% +$961K 0.7% 36
2025
Q2 		$864K Buy
2,768
+421
+18% +$161K 0.33% 68
2025
Q1 		$1.23M Buy
2,347
+36
+2% +$18.4K 0.52% 54
2024
Q4 		$1.17M Sell
2,311
-36
-2% -$20.5K 0.51% 55
2024
Q3 		$1.37M Sell
2,347
-20
-0.8% -$11.3K 0.57% 43
2024
Q2 		$1.21M Sell
2,367
-1,413
-37% -$693K 0.57% 39
2024
Q1 		$1.87M Buy
3,780
+75
+2% +$38.1K 0.93% 28
2023
Q4 		$1.95M Buy
3,705
+1,141
+45% +$609K 1.1% 23
2023
Q3 		$1.29M Buy
2,564
+492
+24% +$242K 0.85% 29
2023
Q2 		$996K Buy
2,072
+66
+3% +$32.3K 0.65% 35
2023
Q1 		$948K Buy
2,006
+32
+2% +$15.4K 0.72% 33
2022
Q4 		$1.05M Buy
1,974
+50
+3% +$26.5K 0.83% 30
2022
Q3 		$972K Buy
1,924
+8
+0.4% +$4.21K 0.84% 30
2022
Q2 		$984K Buy
1,916
+1
+0.1% +$502 0.8% 29
2022
Q1 		$974K Hold
1,915
– – 0.77% 28
2021
Q4 		$962K Sell
1,915
-35
-2% -$15.8K 0.69% 32
2021
Q3 		$762K Buy
1,950
+35
+2% +$14.5K 0.6% 38
2021
Q2 		$767K Buy
1,915
+10
+0.5% +$3.99K 0.62% 38
2021
Q1 		$709K Sell
1,905
-189
-9% -$65.5K 0.63% 37
2020
Q4 		$734K Buy
+2,094
New +$702K 0.67% 33

Other funds holding UNH

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Lokken Investment Group's UNH Position: Q3 2025 in Review

Lokken Investment Group increased its UnitedHealth (UNH) stake by 115% in Q3 2025, buying an estimated $961K and bringing the position to 5,944 shares worth $2.05M. The position accounts for 0.7% of the portfolio, ranked #36.

Lokken Investment Group first reported a position in UNH in Q4 2020 and has held it in 20 quarters since. 3,159 funds tracked by Wall St. Rank hold UNH as of Q3 2025.

  • Lokken Investment Group held 5,944 shares of UnitedHealth worth $2.05M as of Q3 2025.
  • Lokken Investment Group bought 3,176 UnitedHealth shares in Q3 2025, an estimated $961K.
  • UnitedHealth made up 0.7% of Lokken Investment Group's portfolio in Q3 2025, its #36 holding.
  • Lokken Investment Group first reported a position in UnitedHealth in Q4 2020 and has held it in 20 quarters since.
  • 3,159 funds tracked by Wall St. Rank held UnitedHealth as of Q3 2025.

Based on Lokken Investment Group's 13F filing for Q3 2025, filed 5 Nov 2025.