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 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 $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

LPL Financial's UNH Position: Q1 2026 in Review

LPL Financial increased its UnitedHealth (UNH) stake by 2.8% in Q1 2026, buying an estimated $10.2M and bringing the position to 1,271,194 shares worth $344M. The position accounts for 0.09% of the portfolio, ranked #220.

LPL Financial first reported a position in UNH in Q2 2013 and has held it in 52 quarters since. The position peaked at $550M in Q1 2025. 3,021 funds tracked by Wall St. Rank hold UNH as of Q1 2026.

LPL Financial held 1,271,194 shares of UnitedHealth worth $344M as of Q1 2026.
LPL Financial bought 34,267 UnitedHealth shares in Q1 2026, an estimated $10.2M.
UnitedHealth made up 0.09% of LPL Financial's portfolio in Q1 2026, its #220 holding.
LPL Financial first reported a position in UnitedHealth in Q2 2013 and has held it in 52 quarters since.
LPL Financial's UnitedHealth position peaked at $550M in Q1 2025.
3,021 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.

Based on LPL Financial's 13F filing for Q1 2026, filed 6 May 2026.