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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
Q2 		$4.21M Sell
10,122
-560
-5% -$208K 1.33% 16
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 $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 $3.37T AUM 44.26% 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

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

Lountzis Asset Management reduced its UnitedHealth (UNH) stake by 5.2% in Q2 2026, selling an estimated $208K and leaving 10,122 shares worth $4.21M. The position accounts for 1.33% of the portfolio, ranked #16.

Lountzis Asset Management first reported a position in UNH in Q2 2020 and has held it in 25 quarters since. The position peaked at $6.69M in Q3 2024. 3,378 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • Lountzis Asset Management held 10,122 shares of UnitedHealth worth $4.21M as of Q2 2026.
  • Lountzis Asset Management sold 560 UnitedHealth shares in Q2 2026, an estimated $208K.
  • UnitedHealth made up 1.33% of Lountzis Asset Management's portfolio in Q2 2026, its #16 holding.
  • Lountzis Asset Management first reported a position in UnitedHealth in Q2 2020 and has held it in 25 quarters since.
  • Lountzis Asset Management's UnitedHealth position peaked at $6.69M in Q3 2024.
  • 3,378 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Lountzis Asset Management's 13F filing for Q2 2026, filed 31 Jul 2026.