Lugano Financial Advisors SA (LFA)’s UnitedHealth UNH Stock Holding History

Lugano Financial Advisors SA (LFA)’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	–	Sell	-33	Closed	-$10.9K	–	235
2025 Q4	$10.9K	Hold	33	–	–	0.01%	219
2025 Q3	$11.4K	Sell	33 -47	-59%	-$14.2K	0.01%	211
2025 Q2	$25K	Buy	+80	New	+$30.6K	0.01%	173
2025 Q1	–	Sell	-57	Closed	-$28.8K	–	205
2024 Q4	$28.8K	Hold	57	–	–	0.02%	165
2024 Q3	$33.3K	Buy	+57	New	+$32.2K	0.02%	156
2024 Q1	–	Sell	-67	Closed	-$35.3K	–	185
2023 Q4	$35.3K	Buy	67 +40	+148%	+$21.3K	0.03%	119
2023 Q3	$13.6K	Buy	+27	New	+$13.3K	0.01%	142
2020 Q4	–	Sell	-20	Closed	-$6K	–	117
2020 Q3	$6K	Hold	20	–	–	0.01%	109
2020 Q2	$6K	Hold	20	–	–	0.01%	111
2020 Q1	$5K	Hold	20	–	–	﹤0.01%	122
2019 Q4	$6K	Buy	+20	New	+$5.23K	﹤0.01%	132
2019 Q2	$5K	Hold	20	–	–	﹤0.01%	140
2019 Q1	$4K	Buy	+20	New	+$5.1K	﹤0.01%	133

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

Lugano Financial Advisors SA (LFA)'s UNH Position: Q1 2026 in Review

Lugano Financial Advisors SA (LFA) sold out of UnitedHealth (UNH) in Q1 2026, closing a stake of 33 shares — an estimated $10.9K sold.

Lugano Financial Advisors SA (LFA) first reported a position in UNH in Q1 2019 and held it in 13 quarters. The position peaked at $35.3K in Q4 2023. 3,024 funds tracked by Wall St. Rank hold UNH as of Q1 2026.

Lugano Financial Advisors SA (LFA) reported no remaining UnitedHealth position as of Q1 2026 after selling out during the quarter.
Lugano Financial Advisors SA (LFA) sold 33 UnitedHealth shares in Q1 2026, an estimated $10.9K.
Lugano Financial Advisors SA (LFA) first reported a position in UnitedHealth in Q1 2019 and held it in 13 quarters.
Lugano Financial Advisors SA (LFA)'s UnitedHealth position peaked at $35.3K in Q4 2023.
3,024 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.

Based on Lugano Financial Advisors SA (LFA)'s 13F filing for Q1 2026, filed 5 May 2026.