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LVW Advisors’s UnitedHealth UNH Stock Holding History

LVW Advisors’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 		$1.23M Buy
2,960
+906
+44% +$336K 0.11% 115
2026
Q1 		$556K Sell
2,054
-1,204
-37% -$359K 0.05% 193
2025
Q4 		$1.08M Buy
3,258
+1,476
+83% +$500K 0.11% 95
2025
Q3 		$615K Buy
1,782
+332
+23% +$100K 0.06% 161
2025
Q2 		$453K Sell
1,450
-87
-6% -$33.3K 0.05% 201
2025
Q1 		$805K Sell
1,537
-522
-25% -$267K 0.1% 125
2024
Q4 		$1.04M Sell
2,059
-901
-30% -$512K 0.13% 110
2024
Q3 		$1.73M Buy
2,960
+498
+20% +$282K 0.22% 71
2024
Q2 		$1.25M Buy
2,462
+367
+18% +$180K 0.18% 84
2024
Q1 		$1.04M Buy
2,095
+75
+4% +$38.1K 0.18% 88
2023
Q4 		$1.06M Buy
2,020
+251
+14% +$134K 0.2% 80
2023
Q3 		$892K Buy
1,769
+278
+19% +$137K 0.18% 82
2023
Q2 		$717K Sell
1,491
-877
-37% -$429K 0.14% 101
2023
Q1 		$1.12M Sell
2,368
-63
-3% -$30.4K 0.22% 83
2022
Q4 		$1.29M Buy
2,431
+18
+0.7% +$9.54K 0.26% 81
2022
Q3 		$1.22M Sell
2,413
-37
-2% -$19.5K 0.27% 74
2022
Q2 		$1.26M Buy
2,450
+109
+5% +$54.7K 0.26% 76
2022
Q1 		$1.19M Buy
2,341
+57
+2% +$27.5K 0.2% 79
2021
Q4 		$1.15M Buy
2,284
+338
+17% +$153K 0.2% 85
2021
Q3 		$760K Buy
1,946
+383
+25% +$159K 0.13% 117
2021
Q2 		$626K Buy
1,563
+182
+13% +$72.6K 0.11% 130
2021
Q1 		$514K Sell
1,381
-237
-15% -$82.1K 0.1% 144
2020
Q4 		$567K Sell
1,618
-56
-3% -$18.8K 0.11% 107
2020
Q3 		$522K Buy
1,674
+291
+21% +$89.4K 0.12% 101
2020
Q2 		$408K Sell
1,383
-39
-3% -$11.2K 0.1% 108
2020
Q1 		$355K Buy
1,422
+41
+3% +$11.3K 0.09% 106
2019
Q4 		$406K Sell
1,381
-38
-3% -$9.94K 0.09% 116
2019
Q3 		$308K Sell
1,419
-151
-10% -$36.4K 0.08% 130
2019
Q2 		$383K Buy
1,570
+92
+6% +$22.1K 0.11% 104
2019
Q1 		$365K Sell
1,478
-183
-11% -$46.7K 0.1% 128
2018
Q4 		$414K Buy
1,661
+511
+44% +$135K 0.14% 91
2018
Q3 		$306K Sell
1,150
-5
-0.4% -$1.3K 0.09% 130
2018
Q2 		$283K Sell
1,155
-12
-1% -$2.88K 0.09% 122
2018
Q1 		$250K Buy
1,167
+108
+10% +$24.7K 0.08% 127
2017
Q4 		$233K Hold
1,059
– – 0.07% 131
2017
Q3 		$207K Sell
1,059
-217
-17% -$41.9K 0.08% 138
2017
Q2 		$237K Sell
1,276
-107
-8% -$18.8K 0.08% 115
2017
Q1 		$227K Sell
1,383
-211
-13% -$34.6K 0.08% 116
2016
Q4 		$255K Buy
1,594
+136
+9% +$20.3K 0.09% 126
2016
Q3 		$204K Buy
+1,458
New +$204K 0.07% 136
2016
Q2 		– Sell
-2,113
Closed -$272K – 147
2016
Q1 		$272K Sell
2,113
-311
-13% -$36.8K 0.09% 121
2015
Q4 		$285K Sell
2,424
-350
-13% -$40.9K 0.11% 117
2015
Q3 		$322K Buy
2,774
+337
+14% +$40.3K 0.15% 99
2015
Q2 		$297K Sell
2,437
-133
-5% -$15.7K 0.13% 112
2015
Q1 		$304K Sell
2,570
-296
-10% -$32.9K 0.14% 118
2014
Q4 		$290K Buy
+2,866
New +$272K 0.16% 118

Other funds holding UNH

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 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
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 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
PAM
PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

LVW Advisors's UNH Position: Q2 2026 in Review

LVW Advisors increased its UnitedHealth (UNH) stake by 44% in Q2 2026, buying an estimated $336K and bringing the position to 2,960 shares worth $1.23M. The position accounts for 0.11% of the portfolio, ranked #115.

LVW Advisors first reported a position in UNH in Q4 2014 and has held it in 46 quarters since. The position peaked at $1.73M in Q3 2024. 1,529 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • LVW Advisors held 2,960 shares of UnitedHealth worth $1.23M as of Q2 2026.
  • LVW Advisors bought 906 UnitedHealth shares in Q2 2026, an estimated $336K.
  • UnitedHealth made up 0.11% of LVW Advisors's portfolio in Q2 2026, its #115 holding.
  • LVW Advisors first reported a position in UnitedHealth in Q4 2014 and has held it in 46 quarters since.
  • LVW Advisors's UnitedHealth position peaked at $1.73M in Q3 2024.
  • 1,529 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on LVW Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.