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Lountzis Asset Management’s UnitedHealth UNH Stock Holding History

Lountzis 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
Q1 		$2.89M Sell
10,682
-12
-0.1% -$3.57K 1.06% 18
2025
Q4 		$3.53M Sell
10,694
-155
-1% -$52.5K 1.25% 18
2025
Q3 		$3.75M Hold
10,849
– – 1.22% 19
2025
Q2 		$3.38M Hold
10,849
– – 1.19% 18
2025
Q1 		$4.56M Sell
10,849
-182
-2% -$93K 1.72% 15
2024
Q4 		$5.58M Sell
11,031
-414
-4% -$235K 2.36% 13
2024
Q3 		$6.69M Buy
11,445
+5
+0% +$2.83K 2.78% 11
2024
Q2 		$5.83M Sell
11,440
-55
-0.5% -$27K 2.72% 12
2024
Q1 		$5.69M Hold
11,495
– – 2.69% 13
2023
Q4 		$6.05M Sell
11,495
-79
-0.7% -$42.1K 3.3% 12
2023
Q3 		$5.83M Hold
11,574
– – 3.26% 13
2023
Q2 		$5.91M Sell
11,574
-902
-7% -$441K 3.26% 13
2023
Q1 		$5.9M Buy
12,476
+819
+7% +$395K 3.49% 10
2022
Q4 		$5.54M Buy
11,657
+15
+0.1% +$7.95K 3.33% 12
2022
Q3 		$5.88M Sell
11,642
-278
-2% -$146K 3.99% 9
2022
Q2 		$6.12M Sell
11,920
-177
-1% -$88.9K 4.1% 9
2022
Q1 		$6.17M Sell
12,097
-11
-0.1% -$5.3K 3.42% 10
2021
Q4 		$6.08M Sell
12,108
-38
-0.3% -$17.2K 3.47% 10
2021
Q3 		$4.75M Sell
12,146
-21
-0.2% -$8.7K 2.96% 12
2021
Q2 		$4.87M Sell
12,167
-270
-2% -$108K 2.97% 12
2021
Q1 		$4.63M Sell
12,437
-64
-0.5% -$22.2K 3.08% 10
2020
Q4 		$4.38M Sell
12,501
-30
-0.2% -$10.1K 3.22% 9
2020
Q3 		$3.91M Sell
12,531
-50
-0.4% -$15.4K 3.36% 10
2020
Q2 		$3.71M Buy
+12,581
New +$3.6M 3.52% 9

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

Lountzis Asset Management's UNH Position: Q1 2026 in Review

Lountzis Asset Management reduced its UnitedHealth (UNH) stake by 0.11% in Q1 2026, selling an estimated $3.57K and leaving 10,682 shares worth $2.89M. The position accounts for 1.06% of the portfolio, ranked #18.

Lountzis Asset Management first reported a position in UNH in Q2 2020 and has held it in 24 quarters since. The position peaked at $6.69M in Q3 2024. 3,019 funds tracked by Wall St. Rank hold UNH as of Q1 2026.

  • Lountzis Asset Management held 10,682 shares of UnitedHealth worth $2.89M as of Q1 2026.
  • Lountzis Asset Management sold 12 UnitedHealth shares in Q1 2026, an estimated $3.57K.
  • UnitedHealth made up 1.06% of Lountzis Asset Management's portfolio in Q1 2026, its #18 holding.
  • Lountzis Asset Management first reported a position in UnitedHealth in Q2 2020 and has held it in 24 quarters since.
  • Lountzis Asset Management's UnitedHealth position peaked at $6.69M in Q3 2024.
  • 3,019 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.

Based on Lountzis Asset Management's 13F filing for Q1 2026, filed 7 May 2026.