LOM Asset Management’s UnitedHealth UNH Stock Holding History

LOM Asset Management’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	$2.17M	Buy	5,215 +75	+1%	+$27.8K	0.56%	63
2026 Q1	$1.39M	Sell	5,140 -237	-4%	-$70.6K	0.4%	80
2025 Q4	$1.78M	Sell	5,377 -47	-0.9%	-$15.9K	0.51%	65
2025 Q3	$1.87M	Sell	5,424 -95	-2%	-$28.7K	0.57%	62
2025 Q2	$1.72M	Buy	+5,519	New	+$2.11M	0.58%	59

Other funds holding UNH

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

LOM Asset Management's UNH Position: Q2 2026 in Review

LOM Asset Management increased its UnitedHealth (UNH) stake by 1.5% in Q2 2026, buying an estimated $27.8K and bringing the position to 5,215 shares worth $2.17M. The position accounts for 0.56% of the portfolio, ranked #63.

LOM Asset Management first reported a position in UNH in Q2 2025 and has held it in 5 quarters since. 3,378 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

LOM Asset Management held 5,215 shares of UnitedHealth worth $2.17M as of Q2 2026.
LOM Asset Management bought 75 UnitedHealth shares in Q2 2026, an estimated $27.8K.
UnitedHealth made up 0.56% of LOM Asset Management's portfolio in Q2 2026, its #63 holding.
LOM Asset Management first reported a position in UnitedHealth in Q2 2025 and has held it in 5 quarters since.
3,378 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on LOM Asset Management's 13F filing for Q2 2026, filed 4 Aug 2026.