Moody Lynn & Lieberson’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $275K | Buy |
+662
| New | +$245K | 0.01% | 227 |
|
|
2026
Q1 | – | Sell |
-2,543
| Closed | -$839K | – | 267 |
|
|
2025
Q4 | $839K | Buy |
2,543
+3
| +0.1% | +$1.02K | 0.04% | 129 |
|
|
2025
Q3 | $877K | Sell |
2,540
-83
| -3% | -$25.1K | 0.05% | 126 |
|
|
2025
Q2 | $818K | Sell |
2,623
-2,728
| -51% | -$1.04M | 0.05% | 133 |
|
|
2025
Q1 | $2.8M | Sell |
5,351
-1,075
| -17% | -$550K | 0.18% | 75 |
|
|
2024
Q4 | $3.25M | Sell |
6,426
-1,925
| -23% | -$1.09M | 0.2% | 65 |
|
|
2024
Q3 | $4.88M | Buy |
8,351
+358
| +4% | +$202K | 0.3% | 54 |
|
|
2024
Q2 | $4.07M | Sell |
7,993
-450
| -5% | -$221K | 0.27% | 56 |
|
|
2024
Q1 | $4.18M | Sell |
8,443
-636
| -7% | -$323K | 0.28% | 62 |
|
|
2023
Q4 | $4.78M | Buy |
9,079
+2
| +0% | +$1.07K | 0.36% | 51 |
|
|
2023
Q3 | $4.58M | Buy |
9,077
+22
| +0.2% | +$10.8K | 0.39% | 50 |
|
|
2023
Q2 | $4.35M | Buy |
9,055
+3
| +0% | +$1.47K | 0.35% | 55 |
|
|
2023
Q1 | $4.28M | Sell |
9,052
-123
| -1% | -$59.4K | 0.38% | 53 |
|
|
2022
Q4 | $4.86M | Sell |
9,175
-4,011
| -30% | -$2.12M | 0.45% | 48 |
|
|
2022
Q3 | $6.66M | Buy |
13,186
+3,955
| +43% | +$2.08M | 0.64% | 46 |
|
|
2022
Q2 | $4.74M | Buy |
9,231
+349
| +4% | +$175K | 0.43% | 51 |
|
|
2022
Q1 | $4.53M | Sell |
8,882
-14
| -0.2% | -$6.75K | 0.33% | 64 |
|
|
2021
Q4 | $4.47M | Sell |
8,896
-1
| -0% | -$453 | 0.3% | 63 |
|
|
2021
Q3 | $3.48M | Hold |
8,897
| – | – | 0.26% | 76 |
|
|
2021
Q2 | $3.56M | Sell |
8,897
-60
| -0.7% | -$23.9K | 0.27% | 75 |
|
|
2021
Q1 | $3.33M | Buy |
8,957
+83
| +0.9% | +$28.8K | 0.28% | 73 |
|
|
2020
Q4 | $3.11M | Hold |
8,874
| – | – | 0.27% | 78 |
|
|
2020
Q3 | $2.77M | Buy |
8,874
+68
| +0.8% | +$20.9K | 0.27% | 72 |
|
|
2020
Q2 | $2.6M | Buy |
8,806
+71
| +0.8% | +$20.3K | 0.28% | 68 |
|
|
2020
Q1 | $2.18K | Hold |
8,735
| – | – | 0.3% | 60 |
|
|
2019
Q4 | $2.57M | Buy |
8,735
+74
| +0.9% | +$19.4K | 0.25% | 87 |
|
|
2019
Q3 | $1.88M | Buy |
8,661
+70
| +0.8% | +$16.9K | 0.21% | 77 |
|
|
2019
Q2 | $2.1M | Sell |
8,591
-95
| -1% | -$22.8K | 0.23% | 79 |
|
|
2019
Q1 | $2.15M | Sell |
8,686
-85
| -1% | -$21.7K | 0.25% | 73 |
|
|
2018
Q4 | $2.19M | Sell |
8,771
-21
| -0.2% | -$5.55K | 0.29% | 65 |
|
|
2018
Q3 | $2.34M | Sell |
8,792
-45
| -0.5% | -$11.7K | 0.25% | 77 |
|
|
2018
Q2 | $2.17M | Buy |
8,837
+34
| +0.4% | +$8.16K | 0.26% | 74 |
|
|
2018
Q1 | $1.88M | Sell |
8,803
-58
| -0.7% | -$13.2K | 0.23% | 81 |
|
|
2017
Q4 | $2.1M | Buy |
8,861
+45
| +0.5% | +$9.54K | 0.22% | 79 |
|
|
2017
Q3 | $1.73M | Sell |
8,816
-121
| -1% | -$23.4K | 0.21% | 88 |
|
|
2017
Q2 | $1.66M | Buy |
8,937
+7,603
| +570% | +$1.33M | 0.22% | 79 |
|
|
2017
Q1 | $219K | Buy |
+1,334
| New | +$218K | 0.03% | 164 |
|
Other funds holding UNH
LMFP
PAM
DC
Moody Lynn & Lieberson's UNH Position: Q2 2026 in Review
Moody Lynn & Lieberson opened a new position in UnitedHealth (UNH) in Q2 2026: 662 shares worth $275K. The stake represents 0.01% of the portfolio and ranks #227 among its holdings. This is a return to the name: Moody Lynn & Lieberson previously reported a position in UNH as recently as Q4 2025.
Moody Lynn & Lieberson first reported a position in UNH in Q1 2017 and has held it in 37 quarters since. The position peaked at $6.66M in Q3 2022. 1,059 funds tracked by Wall St. Rank hold UNH as of Q2 2026.
- Moody Lynn & Lieberson held 662 shares of UnitedHealth worth $275K as of Q2 2026.
- UnitedHealth was a new Moody Lynn & Lieberson position in Q2 2026.
- UnitedHealth made up 0.01% of Moody Lynn & Lieberson's portfolio in Q2 2026, its #227 holding.
- Moody Lynn & Lieberson first reported a position in UnitedHealth in Q1 2017 and has held it in 37 quarters since.
- Moody Lynn & Lieberson's UnitedHealth position peaked at $6.66M in Q3 2022.
- 1,059 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.
Based on Moody Lynn & Lieberson's 13F filing for Q2 2026, filed 20 Jul 2026.