LAM
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Lummis Asset Management’s UnitedHealth UNH Stock Holding History

Lummis Asset Management’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 		$106K Buy
256
+7
+3% +$2.6K 0.06% 71
2026
Q1 		$67.4K Hold
249
– – 0.04% 81
2025
Q4 		$82.2K Hold
249
– – 0.05% 74
2025
Q3 		$86K Buy
249
+203
+441% +$61.4K 0.06% 72
2025
Q2 		$14.4K Hold
46
– – 0.01% 110
2025
Q1 		$24.1K Hold
46
– – 0.02% 97
2024
Q4 		$23.3K Hold
46
– – 0.03% 71
2024
Q3 		$26.9K Hold
46
– – 0.03% 73
2024
Q2 		$23.4K Hold
46
– – 0.03% 70
2024
Q1 		$22.8K Hold
46
– – 0.03% 74
2023
Q4 		$24.2K Buy
+46
New +$24.5K 0.02% 100

Other funds holding UNH

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
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
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
VAM
Veritas Asset Management London, United Kingdom $5.56B AUM 3.46% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Lummis Asset Management's UNH Position: Q2 2026 in Review

Lummis Asset Management increased its UnitedHealth (UNH) stake by 2.8% in Q2 2026, buying an estimated $2.6K and bringing the position to 256 shares worth $106K. The position accounts for 0.06% of the portfolio, ranked #71.

Lummis Asset Management first reported a position in UNH in Q4 2023 and has held it in 11 quarters since. 1,714 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • Lummis Asset Management held 256 shares of UnitedHealth worth $106K as of Q2 2026.
  • Lummis Asset Management bought 7 UnitedHealth shares in Q2 2026, an estimated $2.6K.
  • UnitedHealth made up 0.06% of Lummis Asset Management's portfolio in Q2 2026, its #71 holding.
  • Lummis Asset Management first reported a position in UnitedHealth in Q4 2023 and has held it in 11 quarters since.
  • 1,714 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Lummis Asset Management's 13F filing for Q2 2026, filed 3 Aug 2026.