LVZ Inc
UNH icon

LVZ Inc’s UnitedHealth UNH Stock Holding History

LVZ Inc’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
Q3 		– Sell
-510
Closed -$212K – 180
2026
Q2 		$212K Buy
+510
New +$189K 0.02% 167
2025
Q2 		– Sell
-568
Closed -$297K – 161
2025
Q1 		$297K Hold
568
– – 0.04% 117
2024
Q4 		$287K Hold
568
– – 0.04% 121
2024
Q3 		$332K Hold
568
– – 0.04% 103
2024
Q2 		$289K Sell
568
-50
-8% -$24.5K 0.04% 103
2024
Q1 		$305K Sell
618
-405
-40% -$206K 0.04% 100
2023
Q4 		$538K Buy
+1,023
New +$546K 0.08% 64
2023
Q3 		– Sell
-761
Closed -$366K – 147
2023
Q2 		$366K Sell
761
-1
-0.1% -$489 0.05% 94
2023
Q1 		$360K Hold
762
– – 0.05% 95
2022
Q4 		$404K Hold
762
– – 0.06% 83
2022
Q3 		$385K Sell
762
-34
-4% -$17.9K 0.07% 72
2022
Q2 		$409K Buy
796
+53
+7% +$26.6K 0.07% 67
2022
Q1 		$379K Buy
743
+2
+0.3% +$965 0.05% 71
2021
Q4 		$372K Buy
741
+2
+0.3% +$905 0.05% 71
2021
Q3 		$289K Buy
739
+2
+0.3% +$828 0.04% 79
2021
Q2 		$295K Buy
737
+2
+0.3% +$797 0.04% 76
2021
Q1 		$273K Buy
735
+2
+0.3% +$693 0.04% 84
2020
Q4 		$257K Buy
733
+3
+0.4% +$1.01K 0.04% 83
2020
Q3 		$228K Buy
+730
New +$224K 0.05% 76
2020
Q1 		– Sell
-722
Closed -$212K – 92
2019
Q4 		$212K Buy
+722
New +$189K 0.04% 84
2019
Q2 		– Sell
-814
Closed -$201K – 77
2019
Q1 		$201K Buy
+814
New +$208K 0.05% 72
2018
Q4 		– Sell
-781
Closed -$213K – 79
2018
Q3 		$213K Buy
+781
New +$203K 0.05% 74

Other funds holding UNH

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $103B AUM 36.66% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

LVZ Inc's UNH Position: Q3 2026 in Review

LVZ Inc sold out of UnitedHealth (UNH) in Q3 2026, closing a stake of 510 shares — an estimated $212K sold.

LVZ Inc first reported a position in UNH in Q3 2018 and held it in 22 quarters. The position peaked at $538K in Q4 2023. 2,218 funds tracked by Wall St. Rank hold UNH as of Q3 2026.

  • LVZ Inc reported no remaining UnitedHealth position as of Q3 2026 after selling out during the quarter.
  • LVZ Inc sold 510 UnitedHealth shares in Q3 2026, an estimated $212K.
  • LVZ Inc first reported a position in UnitedHealth in Q3 2018 and held it in 22 quarters.
  • LVZ Inc's UnitedHealth position peaked at $538K in Q4 2023.
  • 2,218 funds tracked by Wall St. Rank held UnitedHealth as of Q3 2026.

Based on LVZ Inc's 13F filing for Q3 2026, filed 20 Oct 2026.