LVM Capital Management’s UnitedHealth UNH Stock Holding History

LVM Capital 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	$1.01M	Hold	2,440	–	–	0.08%	78
2026 Q1	$660K	Hold	2,440	–	–	0.06%	97
2025 Q4	$805K	Hold	2,440	–	–	0.07%	85
2025 Q3	$843K	Sell	2,440 -307	-11%	-$92.8K	0.08%	84
2025 Q2	$857K	Sell	2,747 -11	-0.4%	-$4.2K	0.09%	83
2025 Q1	$1.45M	Hold	2,758	–	–	0.16%	64
2024 Q4	$1.4M	Buy	2,758 +59	+2%	+$33.5K	0.15%	64
2024 Q3	$1.37M	Hold	2,699	–	–	0.16%	63
2024 Q2	$1.37M	Hold	2,699	–	–	0.16%	63
2024 Q1	$1.33M	Sell	2,699 -162	-6%	-$82.4K	0.16%	61
2023 Q4	$1.51M	Hold	2,861	–	–	0.19%	59
2023 Q3	$1.44M	Sell	2,861 -25	-0.9%	-$12.3K	0.2%	59
2023 Q2	$1.39M	Sell	2,886 -100	-3%	-$48.9K	0.19%	61
2023 Q1	$1.41M	Hold	2,986	–	–	0.2%	59
2022 Q4	$1.58M	Hold	2,986	–	–	0.23%	58
2022 Q3	$1.51M	Buy	2,986 +69	+2%	+$36.3K	0.23%	57
2022 Q2	$1.5M	Hold	2,917	–	–	0.22%	58
2022 Q1	$1.49M	Sell	2,917 -100	-3%	-$48.2K	0.2%	62
2021 Q4	$1.51M	Sell	3,017 -30	-1%	-$13.6K	0.2%	59
2021 Q3	$1.19M	Buy	3,047 +42	+1%	+$17.4K	0.18%	63
2021 Q2	$1.2M	Sell	3,005 -32	-1%	-$12.8K	0.18%	61
2021 Q1	$1.13M	Sell	3,037 -500	-14%	-$173K	0.18%	61
2020 Q4	$1.24M	Sell	3,537 -23	-0.6%	-$7.71K	0.21%	55
2020 Q3	$1.11M	Hold	3,560	–	–	0.22%	50
2020 Q2	$1.05M	Hold	3,560	–	–	0.22%	51
2020 Q1	$888K	Hold	3,560	–	–	0.22%	47
2019 Q4	$1.05M	Sell	3,560 -104	-3%	-$27.2K	0.21%	49
2019 Q3	$796K	Sell	3,664 -80	-2%	-$19.3K	0.17%	53
2019 Q2	$914K	Hold	3,744	–	–	0.21%	51
2019 Q1	$926K	Sell	3,744 -100	-3%	-$25.5K	0.21%	51
2018 Q4	$958K	Sell	3,844 -229	-6%	-$60.5K	0.25%	49
2018 Q3	$1.08M	Hold	4,073	–	–	0.25%	51
2018 Q2	$999K	Buy	4,073 +2,652	+187%	+$637K	0.24%	52
2018 Q1	$304K	Sell	1,421 -2,547	-64%	-$582K	0.07%	89
2017 Q4	$875K	Sell	3,968 -497	-11%	-$105K	0.2%	53
2017 Q3	$874K	Hold	4,465	–	–	0.21%	51
2017 Q2	$828K	Buy	4,465 +400	+10%	+$70.1K	0.21%	52
2017 Q1	$667K	Hold	4,065	–	–	0.17%	56
2016 Q4	$651K	Sell	4,065 -1,569	-28%	-$234K	0.18%	56
2016 Q3	$461K	Buy	5,634 +1,485	+36%	+$208K	0.15%	69
2016 Q2	$586K	Sell	4,149 -100	-2%	-$13.3K	0.17%	58
2016 Q1	$548K	Hold	4,249	–	–	0.17%	56
2015 Q4	$500K	Sell	4,249 -90	-2%	-$10.5K	0.18%	60
2015 Q3	$503K	Hold	4,339	–	–	0.18%	61
2015 Q2	$529K	Sell	4,339 -995	-19%	-$118K	0.18%	63
2015 Q1	$631K	Hold	5,334	–	–	0.21%	58
2014 Q4	$539K	Sell	5,334 -300	-5%	-$28.4K	0.18%	65
2014 Q3	$486K	Hold	5,634	–	–	0.16%	67
2014 Q2	$461K	Hold	5,634	–	–	0.15%	69
2014 Q1	$462K	Sell	5,634 -1,000	-15%	-$75.3K	0.16%	65
2013 Q4	$500K	Hold	6,634	–	–	0.18%	64
2013 Q3	$475K	Sell	6,634 -1,000	-13%	-$71.6K	0.18%	63
2013 Q2	$500K	Buy	+7,634	New	+$475K	0.2%	61

Other funds holding UNH

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

PAM

PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

LVM Capital Management's UNH Position: Q2 2026 in Review

LVM Capital Management held its UnitedHealth (UNH) position steady in Q2 2026 at 2,440 shares worth $1.01M. The position accounts for 0.08% of the portfolio, ranked #78.

LVM Capital Management first reported a position in UNH in Q2 2013 and has held it in 53 quarters since. The position peaked at $1.58M in Q4 2022. 1,542 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

LVM Capital Management held 2,440 shares of UnitedHealth worth $1.01M as of Q2 2026.
LVM Capital Management left its UnitedHealth share count unchanged in Q2 2026.
UnitedHealth made up 0.08% of LVM Capital Management's portfolio in Q2 2026, its #78 holding.
LVM Capital Management first reported a position in UnitedHealth in Q2 2013 and has held it in 53 quarters since.
LVM Capital Management's UnitedHealth position peaked at $1.58M in Q4 2022.
1,542 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on LVM Capital Management's 13F filing for Q2 2026, filed 9 Jul 2026.