LSV Asset Management’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $6.47M | Hold |
15,565
| – | – | 0.01% | 477 |
|
|
2026
Q1 | $4.21M | Buy |
15,565
+12,065
| +345% | +$3.59M | 0.01% | 492 |
|
|
2025
Q4 | $1.16M | Hold |
3,500
| – | – | ﹤0.01% | 629 |
|
|
2025
Q3 | $1.21M | Sell |
3,500
-60
| -2% | -$18.1K | ﹤0.01% | 625 |
|
|
2025
Q2 | $1.11M | Buy |
3,560
+32
| +0.9% | +$12.2K | ﹤0.01% | 602 |
|
|
2025
Q1 | $1.85M | Buy |
3,528
+14
| +0.4% | +$7.16K | ﹤0.01% | 568 |
|
|
2024
Q4 | $1.78M | Buy |
3,514
+14
| +0.4% | +$7.96K | ﹤0.01% | 567 |
|
|
2024
Q3 | $2.05M | Sell |
3,500
-29,500
| -89% | -$16.7M | ﹤0.01% | 577 |
|
|
2024
Q2 | $16.8M | Hold |
33,000
| – | – | 0.04% | 355 |
|
|
2024
Q1 | $16.3M | Hold |
33,000
| – | – | 0.03% | 359 |
|
|
2023
Q4 | $17.4M | Hold |
33,000
| – | – | 0.04% | 360 |
|
|
2023
Q3 | $16.6M | Hold |
33,000
| – | – | 0.04% | 345 |
|
|
2023
Q2 | $15.9M | Sell |
33,000
-2,990
| -8% | -$1.46M | 0.04% | 358 |
|
|
2023
Q1 | $17M | Hold |
35,990
| – | – | 0.04% | 328 |
|
|
2022
Q4 | $19.1M | Sell |
35,990
-500
| -1% | -$265K | 0.04% | 313 |
|
|
2022
Q3 | $18.4M | Sell |
36,490
-4,100
| -10% | -$2.16M | 0.04% | 313 |
|
|
2022
Q2 | $20.8M | Sell |
40,590
-2,300
| -5% | -$1.16M | 0.05% | 308 |
|
|
2022
Q1 | $21.9M | Buy |
42,890
+3,340
| +8% | +$1.61M | 0.04% | 328 |
|
|
2021
Q4 | $19.9M | Sell |
39,550
-1,140
| -3% | -$516K | 0.04% | 361 |
|
|
2021
Q3 | $15.9M | Hold |
40,690
| – | – | 0.03% | 395 |
|
|
2021
Q2 | $16.3M | Sell |
40,690
-3,060
| -7% | -$1.22M | 0.03% | 407 |
|
|
2021
Q1 | $16.3M | Sell |
43,750
-13,850
| -24% | -$4.8M | 0.03% | 410 |
|
|
2020
Q4 | $20.2M | Sell |
57,600
-490
| -0.8% | -$164K | 0.04% | 366 |
|
|
2020
Q3 | $18.1M | Hold |
58,090
| – | – | 0.04% | 338 |
|
|
2020
Q2 | $17.1M | Sell |
58,090
-800
| -1% | -$229K | 0.04% | 365 |
|
|
2020
Q1 | $14.7M | Hold |
58,890
| – | – | 0.04% | 347 |
|
|
2019
Q4 | $17.3M | Sell |
58,890
-1,950
| -3% | -$510K | 0.03% | 401 |
|
|
2019
Q3 | $13.2M | Buy |
60,840
+15,890
| +35% | +$3.83M | 0.02% | 423 |
|
|
2019
Q2 | $11M | Sell |
44,950
-900
| -2% | -$216K | 0.02% | 457 |
|
|
2019
Q1 | $11.3M | Sell |
45,850
-200
| -0.4% | -$51K | 0.02% | 449 |
|
|
2018
Q4 | $11.5M | Hold |
46,050
| – | – | 0.02% | 447 |
|
|
2018
Q3 | $12.3M | Buy |
46,050
+5,650
| +14% | +$1.47M | 0.02% | 467 |
|
|
2018
Q2 | $9.91M | Hold |
40,400
| – | – | 0.02% | 498 |
|
|
2018
Q1 | $8.64M | Sell |
40,400
-169,260
| -81% | -$38.7M | 0.01% | 504 |
|
|
2017
Q4 | $46.2M | Sell |
209,660
-26,580
| -11% | -$5.63M | 0.07% | 257 |
|
|
2017
Q3 | $46.3M | Sell |
236,240
-100
| -0% | -$19.3K | 0.08% | 250 |
|
|
2017
Q2 | $43.8M | Sell |
236,340
-7,000
| -3% | -$1.23M | 0.08% | 246 |
|
|
2017
Q1 | $39.9M | Sell |
243,340
-16,600
| -6% | -$2.72M | 0.07% | 246 |
|
|
2016
Q4 | $41.6M | Buy |
259,940
+1,700
| +0.7% | +$254K | 0.08% | 248 |
|
|
2016
Q3 | $36.2M | Sell |
258,240
-4,160
| -2% | -$583K | 0.07% | 242 |
|
|
2016
Q2 | $37M | Sell |
262,400
-9,000
| -3% | -$1.2M | 0.08% | 232 |
|
|
2016
Q1 | $35M | Sell |
271,400
-2,800
| -1% | -$331K | 0.07% | 231 |
|
|
2015
Q4 | $32.3M | Sell |
274,200
-656,840
| -71% | -$76.8M | 0.07% | 231 |
|
|
2015
Q3 | $108M | Buy |
931,040
+21,440
| +2% | +$2.57M | 0.24% | 121 |
|
|
2015
Q2 | $111M | Sell |
909,600
-74,314
| -8% | -$8.79M | 0.23% | 123 |
|
|
2015
Q1 | $116M | Sell |
983,914
-20,500
| -2% | -$2.28M | 0.24% | 125 |
|
|
2014
Q4 | $102M | Sell |
1,004,414
-2,940
| -0.3% | -$279K | 0.21% | 123 |
|
|
2014
Q3 | $86.9M | Buy |
1,007,354
+69,200
| +7% | +$5.85M | 0.19% | 128 |
|
|
2014
Q2 | $76.7M | Buy |
938,154
+11,570
| +1% | +$910K | 0.17% | 133 |
|
|
2014
Q1 | $76M | Sell |
926,584
-89,986
| -9% | -$6.77M | 0.18% | 128 |
|
|
2013
Q4 | $76.5M | Sell |
1,016,570
-5,380
| -0.5% | -$386K | 0.18% | 133 |
|
|
2013
Q3 | $73.2M | Sell |
1,021,950
-14,220
| -1% | -$1.02M | 0.19% | 129 |
|
|
2013
Q2 | $67.8M | Buy |
+1,036,170
| New | +$64.5M | 0.18% | 134 |
|
Other funds holding UNH
LSV Asset Management's UNH Position: Q2 2026 in Review
LSV Asset Management held its UnitedHealth (UNH) position steady in Q2 2026 at 15,565 shares worth $6.47M. The position accounts for 0.01% of the portfolio, ranked #477.
LSV Asset Management first reported a position in UNH in Q2 2013 and has held it in 53 quarters since. The position peaked at $116M in Q1 2015. 2,266 funds tracked by Wall St. Rank hold UNH as of Q2 2026.
- LSV Asset Management held 15,565 shares of UnitedHealth worth $6.47M as of Q2 2026.
- LSV Asset Management left its UnitedHealth share count unchanged in Q2 2026.
- UnitedHealth made up 0.01% of LSV Asset Management's portfolio in Q2 2026, its #477 holding.
- LSV Asset Management first reported a position in UnitedHealth in Q2 2013 and has held it in 53 quarters since.
- LSV Asset Management's UnitedHealth position peaked at $116M in Q1 2015.
- 2,266 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.
Based on LSV Asset Management's 13F filing for Q2 2026, filed 6 Aug 2026.