Luts & Greenleigh Group’s UnitedHealth UNH Stock Holding History

Luts & Greenleigh Group’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	$325K	Buy	+782	New	+$290K	0.25%	70
2026 Q1	–	Sell	-771	Closed	-$255K	–	94
2025 Q4	$255K	Sell	771 -1	-0.1%	-$339	0.22%	75
2025 Q3	$267K	Buy	772 +25	+3%	+$7.56K	0.24%	69
2025 Q2	$233K	Sell	747 -96	-11%	-$36.7K	0.22%	74
2025 Q1	$442K	Sell	843 -6	-0.7%	-$3.07K	0.44%	46
2024 Q4	$430K	Sell	849 -51	-6%	-$29K	0.42%	46
2024 Q3	$526K	Buy	900 +98	+12%	+$55.4K	0.51%	42
2024 Q2	$408K	Buy	+802	New	+$393K	0.42%	45
2023 Q4	$395K	Sell	750 -40	-5%	-$21.3K	0.5%	41
2023 Q3	$399K	Sell	790 -213	-21%	-$105K	0.49%	38
2023 Q2	$482K	Sell	1,003 -172	-15%	-$84.1K	0.59%	36
2023 Q1	$555K	Buy	1,175 +72	+7%	+$34.7K	0.7%	30
2022 Q4	$585K	Buy	+1,103	New	+$584K	0.74%	26

Other funds holding UNH

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Luts & Greenleigh Group's UNH Position: Q2 2026 in Review

Luts & Greenleigh Group opened a new position in UnitedHealth (UNH) in Q2 2026: 782 shares worth $325K. The stake represents 0.25% of the portfolio and ranks #70 among its holdings. This is a return to the name: Luts & Greenleigh Group previously reported a position in UNH as recently as Q4 2025.

Luts & Greenleigh Group first reported a position in UNH in Q4 2022 and has held it in 13 quarters since. The position peaked at $585K in Q4 2022. 3,378 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

Luts & Greenleigh Group held 782 shares of UnitedHealth worth $325K as of Q2 2026.
UnitedHealth was a new Luts & Greenleigh Group position in Q2 2026.
UnitedHealth made up 0.25% of Luts & Greenleigh Group's portfolio in Q2 2026, its #70 holding.
Luts & Greenleigh Group first reported a position in UnitedHealth in Q4 2022 and has held it in 13 quarters since.
Luts & Greenleigh Group's UnitedHealth position peaked at $585K in Q4 2022.
3,378 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Luts & Greenleigh Group's 13F filing for Q2 2026, filed 7 Aug 2026.