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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
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

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
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
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
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

LVZ Inc's UNH Position: Q2 2026 in Review

LVZ Inc opened a new position in UnitedHealth (UNH) in Q2 2026: 510 shares worth $212K. The stake represents 0.02% of the portfolio and ranks #167 among its holdings. This is a return to the name: LVZ Inc previously reported a position in UNH as recently as Q1 2025.

LVZ Inc first reported a position in UNH in Q3 2018 and has held it in 22 quarters since. The position peaked at $538K in Q4 2023. 1,059 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • LVZ Inc held 510 shares of UnitedHealth worth $212K as of Q2 2026.
  • UnitedHealth was a new LVZ Inc position in Q2 2026.
  • UnitedHealth made up 0.02% of LVZ Inc's portfolio in Q2 2026, its #167 holding.
  • LVZ Inc first reported a position in UnitedHealth in Q3 2018 and has held it in 22 quarters since.
  • LVZ Inc's UnitedHealth position peaked at $538K in Q4 2023.
  • 1,059 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on LVZ Inc's 13F filing for Q2 2026, filed 9 Jul 2026.