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LS Investment Advisors’s UnitedHealth UNH Stock Holding History

LS Investment Advisors’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 		$1.47M Buy
3,536
+2,656
+302% +$984K 0.2% 66
2026
Q1 		$238K Sell
880
-1,545
-64% -$460K 0.04% 121
2025
Q4 		$801K Buy
2,425
+615
+34% +$208K 0.11% 89
2025
Q3 		$625K Buy
1,810
+400
+28% +$121K 0.09% 100
2025
Q2 		$440K Buy
1,410
+85
+6% +$32.5K 0.06% 113
2025
Q1 		$694K Sell
1,325
-350
-21% -$179K 0.11% 93
2024
Q4 		$847K Buy
1,675
+15
+0.9% +$8.52K 0.12% 87
2024
Q3 		$971K Sell
1,660
-825
-33% -$467K 0.14% 81
2024
Q2 		$1.27M Sell
2,485
-1,295
-34% -$635K 0.2% 75
2024
Q1 		$1.87M Buy
3,780
+454
+14% +$231K 0.3% 60
2023
Q4 		$1.75M Buy
3,326
+75
+2% +$40K 0.3% 59
2023
Q3 		$1.64M Sell
3,251
-5
-0.2% -$2.46K 0.31% 57
2023
Q2 		$1.56M Buy
3,256
+113
+4% +$55.3K 0.27% 60
2023
Q1 		$1.49M Buy
3,143
+682
+28% +$329K 0.28% 64
2022
Q4 		$1.3M Buy
2,461
+956
+64% +$506K 0.25% 60
2022
Q3 		$760K Hold
1,505
– – 0.15% 71
2022
Q2 		$778K Buy
1,505
+400
+36% +$201K 0.15% 73
2022
Q1 		$564K Sell
1,105
-1,134
-51% -$547K 0.09% 89
2021
Q4 		$1.12M Hold
2,239
– – 0.17% 69
2021
Q3 		$875K Hold
2,239
– – 0.11% 80
2021
Q2 		$897K Sell
2,239
-18,279
-89% -$7.29M 0.11% 82
2021
Q1 		$7.63M Sell
20,518
-1,126
-5% -$390K 0.43% 58
2020
Q4 		$7.59M Sell
21,644
-1,033
-5% -$346K 0.4% 58
2020
Q3 		$7.07M Buy
22,677
+1,495
+7% +$459K 0.4% 59
2020
Q2 		$6.25M Buy
21,182
+120
+0.6% +$34.4K 0.39% 58
2020
Q1 		$5.25M Sell
21,062
-1,880
-8% -$517K 0.38% 65
2019
Q4 		$6.74M Buy
22,942
+95
+0.4% +$24.9K 0.36% 65
2019
Q3 		$4.96M Buy
22,847
+2,594
+13% +$626K 0.29% 83
2019
Q2 		$4.94M Sell
20,253
-1,086
-5% -$261K 0.3% 78
2019
Q1 		$5.28M Sell
21,339
-13,582
-39% -$3.46M 0.33% 71
2018
Q4 		$8.7M Buy
34,921
+9,784
+39% +$2.58M 0.61% 41
2018
Q3 		$6.69M Sell
25,137
-694
-3% -$181K 0.38% 58
2018
Q2 		$6.34M Sell
25,831
-280
-1% -$67.2K 0.38% 57
2018
Q1 		$5.59M Sell
26,111
-4,731
-15% -$1.08M 0.33% 61
2017
Q4 		$6.8M Sell
30,842
-844
-3% -$179K 0.4% 55
2017
Q3 		$6.21M Buy
31,686
+514
+2% +$99.3K 0.37% 55
2017
Q2 		$5.78M Buy
31,172
+10
+0% +$1.75K 0.35% 59
2017
Q1 		$5.11M Buy
31,162
+8,211
+36% +$1.34M 0.33% 64
2016
Q4 		$3.67M Sell
22,951
-4,408
-16% -$658K 0.26% 80
2016
Q3 		$3.83M Sell
27,359
-1,593
-6% -$223K 0.28% 73
2016
Q2 		$4.09M Buy
28,952
+362
+1% +$48.3K 0.28% 81
2016
Q1 		$3.69M Buy
28,590
+1,740
+6% +$206K 0.27% 78
2015
Q4 		$3.16M Sell
26,850
-634
-2% -$74.1K 0.24% 85
2015
Q3 		$3.19M Buy
27,484
+628
+2% +$75.2K 0.26% 81
2015
Q2 		$3.28M Buy
26,856
+157
+0.6% +$18.6K 0.24% 87
2015
Q1 		$3.16M Buy
26,699
+2,107
+9% +$234K 0.24% 88
2014
Q4 		$2.49M Sell
24,592
-1,327
-5% -$126K 0.2% 113
2014
Q3 		$2.24M Buy
25,919
+823
+3% +$69.5K 0.19% 119
2014
Q2 		$2.05M Sell
25,096
-824
-3% -$64.8K 0.17% 124
2014
Q1 		$2.13M Buy
25,920
+15,916
+159% +$1.2M 0.17% 121
2013
Q4 		$753K Sell
10,004
-147,867
-94% -$10.6M 0.07% 199
2013
Q3 		$11.3M Sell
157,871
-5,981
-4% -$428K 1.36% 24
2013
Q2 		$10.7M Buy
+163,852
New +$10.2M 1.38% 26

Other funds holding UNH

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
PAM
PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return

LS Investment Advisors's UNH Position: Q2 2026 in Review

LS Investment Advisors increased its UnitedHealth (UNH) stake by 302% in Q2 2026, buying an estimated $984K and bringing the position to 3,536 shares worth $1.47M. The position accounts for 0.2% of the portfolio, ranked #66.

LS Investment Advisors first reported a position in UNH in Q2 2013 and has held it in 53 quarters since. The position peaked at $11.3M in Q3 2013. 849 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • LS Investment Advisors held 3,536 shares of UnitedHealth worth $1.47M as of Q2 2026.
  • LS Investment Advisors bought 2,656 UnitedHealth shares in Q2 2026, an estimated $984K.
  • UnitedHealth made up 0.2% of LS Investment Advisors's portfolio in Q2 2026, its #66 holding.
  • LS Investment Advisors first reported a position in UnitedHealth in Q2 2013 and has held it in 53 quarters since.
  • LS Investment Advisors's UnitedHealth position peaked at $11.3M in Q3 2013.
  • 849 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on LS Investment Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.