LPL Financial’s UnitedHealth UNH Stock Holding History

LPL Financial’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	–	Sell	-2,600	Closed	-$704K	–	6357
2026 Q1	$704K	Sell	2,600 -4,200	-62%	-$1.25M	﹤0.01%	4465
2025 Q4	$2.24M	Sell	6,800 -700	-9%	-$237K	﹤0.01%	3298
2025 Q3	$2.59M	Buy	7,500 +6,800	+971%	+$2.06M	﹤0.01%	3077
2025 Q2	$218K	Sell	700 -300	-30%	-$115K	﹤0.01%	5025
2025 Q1	$524K	Sell	1,000 -1,000	-50%	-$511K	﹤0.01%	4130
2024 Q4	$1.01M	Buy	+2,000	New	+$1.14M	﹤0.01%	3479
2024 Q3	–	Sell	-500	Closed	-$255K	–	5286
2024 Q2	$255K	Buy	500 +492	+6,150%	+$241K	﹤0.01%	4385
2024 Q1	$396K	Buy	+8	New	+$4.07K	﹤0.01%	3982

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

LPL Financial's UNH Position: Q2 2026 in Review

LPL Financial increased its UnitedHealth (UNH) stake by 0.63% in Q2 2026, buying an estimated $2.95M and bringing the position to 1,279,144 shares worth $532M. The position accounts for 0.12% of the portfolio, ranked #176.

LPL Financial first reported a position in UNH in Q2 2013 and has held it in 53 quarters since. The position peaked at $550M in Q1 2025. 3,381 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

LPL Financial held 1,279,144 shares of UnitedHealth worth $532M as of Q2 2026.
LPL Financial bought 7,950 UnitedHealth shares in Q2 2026, an estimated $2.95M.
UnitedHealth made up 0.12% of LPL Financial's portfolio in Q2 2026, its #176 holding.
LPL Financial first reported a position in UnitedHealth in Q2 2013 and has held it in 53 quarters since.
LPL Financial's UnitedHealth position peaked at $550M in Q1 2025.
3,381 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.