Red Lighthouse Investment Management’s UnitedHealth UNH Stock Holding History

Red Lighthouse Investment 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	$321K	Buy	+773	New	+$287K	0.1%	72
2025 Q4	–	Sell	-741	Closed	-$256K	–	114
2025 Q3	$256K	Buy	741 +9	+1%	+$2.72K	0.09%	67
2025 Q2	$228K	Sell	732 -29	-4%	-$11.1K	0.09%	68
2025 Q1	$376K	Sell	761 -1	-0.1%	-$511	0.15%	50
2024 Q4	$385K	Buy	762 +1	+0.1%	+$568	0.15%	50
2024 Q3	$445K	Hold	761	–	–	0.17%	49
2024 Q2	$388K	Hold	761	–	–	0.16%	49
2024 Q1	$376K	Buy	761 +4	+0.5%	+$2.03K	0.15%	51
2023 Q4	$399K	Sell	757 -1	-0.1%	-$533	0.17%	48
2023 Q3	$382K	Buy	758 +36	+5%	+$17.7K	0.18%	47
2023 Q2	$347K	Hold	722	–	–	0.16%	48
2023 Q1	$341K	Hold	722	–	–	0.17%	50
2022 Q4	$383K	Buy	+722	New	+$382K	0.19%	45

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

Red Lighthouse Investment Management's UNH Position: Q2 2026 in Review

Red Lighthouse Investment Management opened a new position in UnitedHealth (UNH) in Q2 2026: 773 shares worth $321K. The stake represents 0.1% of the portfolio and ranks #72 among its holdings. This is a return to the name: Red Lighthouse Investment Management previously reported a position in UNH as recently as Q3 2025.

Red Lighthouse Investment Management first reported a position in UNH in Q4 2022 and has held it in 13 quarters since. The position peaked at $445K in Q3 2024. 3,367 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

Red Lighthouse Investment Management held 773 shares of UnitedHealth worth $321K as of Q2 2026.
UnitedHealth was a new Red Lighthouse Investment Management position in Q2 2026.
UnitedHealth made up 0.1% of Red Lighthouse Investment Management's portfolio in Q2 2026, its #72 holding.
Red Lighthouse Investment Management first reported a position in UnitedHealth in Q4 2022 and has held it in 13 quarters since.
Red Lighthouse Investment Management's UnitedHealth position peaked at $445K in Q3 2024.
3,367 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Red Lighthouse Investment Management's 13F filing for Q2 2026, filed 4 Aug 2026.