Banque de Luxembourg Investments (BLI)’s UnitedHealth UNH Stock Holding History

Banque de Luxembourg Investments (BLI)’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	$13.9M	Hold	42,683	–	–	0.42%	63
2025 Q4	$14.2M	Sell	42,683 -13,537	-24%	-$4.59M	0.42%	64
2025 Q3	$19.4M	Sell	56,220 -51,310	-48%	-$15.5M	0.57%	49
2025 Q2	$33.2M	Buy	107,530 +1,020	+1%	+$390K	0.95%	32
2025 Q1	$54.9M	Sell	106,510 -700	-0.7%	-$358K	1.66%	17
2024 Q4	$54.5M	Buy	+107,210	New	+$60.9M	1.48%	20

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

Banque de Luxembourg Investments (BLI)'s UNH Position: Q1 2026 in Review

Banque de Luxembourg Investments (BLI) held its UnitedHealth (UNH) position steady in Q1 2026 at 42,683 shares worth $13.9M. The position accounts for 0.42% of the portfolio, ranked #63.

Banque de Luxembourg Investments (BLI) first reported a position in UNH in Q4 2024 and has held it in 6 quarters since. The position peaked at $54.9M in Q1 2025. 3,027 funds tracked by Wall St. Rank hold UNH as of Q1 2026.

Banque de Luxembourg Investments (BLI) held 42,683 shares of UnitedHealth worth $13.9M as of Q1 2026.
Banque de Luxembourg Investments (BLI) left its UnitedHealth share count unchanged in Q1 2026.
UnitedHealth made up 0.42% of Banque de Luxembourg Investments (BLI)'s portfolio in Q1 2026, its #63 holding.
Banque de Luxembourg Investments (BLI) first reported a position in UnitedHealth in Q4 2024 and has held it in 6 quarters since.
Banque de Luxembourg Investments (BLI)'s UnitedHealth position peaked at $54.9M in Q1 2025.
3,027 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.

Based on Banque de Luxembourg Investments (BLI)'s 13F filing for Q1 2026, filed 15 May 2026.