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 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 $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Lynch Asset Management's UNH Position: Q1 2026 in Review

Lynch Asset Management increased its UnitedHealth (UNH) stake by 11% in Q1 2026, buying an estimated $506K and bringing the position to 16,650 shares worth $4.51M. The position accounts for 1.51% of the portfolio, ranked #19.

Lynch Asset Management first reported a position in UNH in Q4 2021 and has held it in 18 quarters since. The position peaked at $6.67M in Q3 2024. 3,020 funds tracked by Wall St. Rank hold UNH as of Q1 2026.

Lynch Asset Management held 16,650 shares of UnitedHealth worth $4.51M as of Q1 2026.
Lynch Asset Management bought 1,700 UnitedHealth shares in Q1 2026, an estimated $506K.
UnitedHealth made up 1.51% of Lynch Asset Management's portfolio in Q1 2026, its #19 holding.
Lynch Asset Management first reported a position in UnitedHealth in Q4 2021 and has held it in 18 quarters since.
Lynch Asset Management's UnitedHealth position peaked at $6.67M in Q3 2024.
3,020 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.

Based on Lynch Asset Management's 13F filing for Q1 2026, filed 24 Apr 2026.