LPWM LLC’s UnitedHealth UNH Stock Holding History

LPWM LLC’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	$697K	Buy	2,576 +133	+5%	+$39.6K	0.18%	54
2025 Q4	$806K	Buy	2,443 +362	+17%	+$123K	0.2%	50
2025 Q3	$718K	Sell	2,081 -145	-7%	-$43.9K	0.19%	48
2025 Q2	$694K	Sell	2,226 -382	-15%	-$146K	0.2%	46
2025 Q1	$1.37M	Buy	2,608 +1,742	+201%	+$891K	0.44%	30
2024 Q4	$438K	Buy	866 +387	+81%	+$220K	0.14%	57
2024 Q3	$284K	Hold	479	–	–	0.09%	66
2024 Q2	$234K	Sell	479 -10	-2%	-$4.9K	0.08%	69
2024 Q1	$220K	Hold	489	–	–	0.08%	68
2023 Q4	$263K	Hold	489	–	–	0.1%	58
2023 Q3	$252K	Sell	489 -135	-22%	-$66.4K	0.11%	56
2023 Q2	$298K	Hold	624	–	–	0.13%	50
2023 Q1	$295K	Hold	624	–	–	0.14%	52
2022 Q4	$303K	Sell	624 -69	-10%	-$36.5K	0.16%	49
2022 Q3	$350K	Hold	693	–	–	0.21%	43
2022 Q2	$359K	Hold	693	–	–	0.2%	42
2022 Q1	$372K	Sell	693 -10	-1%	-$4.82K	0.19%	47
2021 Q4	$353K	Hold	703	–	–	0.19%	48
2021 Q3	$276K	Hold	703	–	–	0.16%	48
2021 Q2	$290K	Buy	+703	New	+$280K	0.17%	49

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

LPWM LLC's UNH Position: Q1 2026 in Review

LPWM LLC increased its UnitedHealth (UNH) stake by 5.4% in Q1 2026, buying an estimated $39.6K and bringing the position to 2,576 shares worth $697K. The position accounts for 0.18% of the portfolio, ranked #54.

LPWM LLC first reported a position in UNH in Q2 2021 and has held it in 20 quarters since. The position peaked at $1.37M in Q1 2025. 3,019 funds tracked by Wall St. Rank hold UNH as of Q1 2026.

LPWM LLC held 2,576 shares of UnitedHealth worth $697K as of Q1 2026.
LPWM LLC bought 133 UnitedHealth shares in Q1 2026, an estimated $39.6K.
UnitedHealth made up 0.18% of LPWM LLC's portfolio in Q1 2026, its #54 holding.
LPWM LLC first reported a position in UnitedHealth in Q2 2021 and has held it in 20 quarters since.
LPWM LLC's UnitedHealth position peaked at $1.37M in Q1 2025.
3,019 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.

Based on LPWM LLC's 13F filing for Q1 2026, filed 9 Apr 2026.