Lynch Asset Management’s UnitedHealth UNH Stock Holding History

Lynch Asset 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	$6.88M	Sell	16,550 -100	-0.6%	-$37.1K	1.88%	14
2026 Q1	$4.51M	Buy	16,650 +1,700	+11%	+$506K	1.51%	19
2025 Q4	$4.94M	Buy	14,950 +150	+1%	+$50.8K	1.55%	18
2025 Q3	$5.11M	Buy	14,800 +300	+2%	+$90.7K	1.64%	18
2025 Q2	$4.52M	Buy	14,500 +3,050	+27%	+$1.17M	1.6%	19
2025 Q1	$6M	Hold	11,450	–	–	2.69%	11
2024 Q4	$5.79M	Buy	11,450 +50	+0.4%	+$28.4K	2.35%	12
2024 Q3	$6.67M	Hold	11,400	–	–	2.8%	10
2024 Q2	$5.81M	Hold	11,400	–	–	2.48%	11
2024 Q1	$5.64M	Buy	11,400 +400	+4%	+$203K	2.65%	11
2023 Q4	$5.79M	Hold	11,000	–	–	3.32%	9
2023 Q3	$5.55M	Sell	11,000 -1,500	-12%	-$738K	3.65%	7
2023 Q2	$6.01M	Hold	12,500	–	–	3.87%	7
2023 Q1	$5.91M	Buy	12,500 +500	+4%	+$241K	4.24%	6
2022 Q4	$6.36M	Hold	12,000	–	–	5.48%	4
2022 Q3	$6.06M	Hold	12,000	–	–	5.44%	4
2022 Q2	$6.16M	Hold	12,000	–	–	5.04%	4
2022 Q1	$6.12M	Hold	12,000	–	–	4.37%	6
2021 Q4	$6.03M	Buy	+12,000	New	+$5.43M	4.19%	6

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

Lynch Asset Management's UNH Position: Q2 2026 in Review

Lynch Asset Management reduced its UnitedHealth (UNH) stake by 0.6% in Q2 2026, selling an estimated $37.1K and leaving 16,550 shares worth $6.88M. The position accounts for 1.88% of the portfolio, ranked #14.

Lynch Asset Management first reported a position in UNH in Q4 2021 and has held it in 19 quarters since. 3,378 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

Lynch Asset Management held 16,550 shares of UnitedHealth worth $6.88M as of Q2 2026.
Lynch Asset Management sold 100 UnitedHealth shares in Q2 2026, an estimated $37.1K.
UnitedHealth made up 1.88% of Lynch Asset Management's portfolio in Q2 2026, its #14 holding.
Lynch Asset Management first reported a position in UnitedHealth in Q4 2021 and has held it in 19 quarters since.
3,378 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Lynch Asset Management's 13F filing for Q2 2026, filed 6 Aug 2026.