Compagnie Lombard Odier SCmA’s UnitedHealth UNH Stock Holding History

Compagnie Lombard Odier SCmA’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	$383K	Sell	1,414 -427	-23%	-$127K	﹤0.01%	212
2025 Q4	$608K	Sell	1,841 -582	-24%	-$197K	0.01%	186
2025 Q3	$837K	Buy	2,423 +787	+48%	+$238K	0.01%	162
2025 Q2	$510K	Sell	1,636 -35,625	-96%	-$13.6M	0.01%	185
2025 Q1	$19.5M	Buy	37,261 +25	+0.1%	+$12.8K	0.24%	69
2024 Q4	$18.8M	Buy	37,236 +3,427	+10%	+$1.95M	0.28%	61
2024 Q3	$19.8M	Buy	33,809 +4,005	+13%	+$2.27M	0.31%	59
2024 Q2	$15.2M	Sell	29,804 -15,422	-34%	-$7.56M	0.26%	63
2024 Q1	$22.4M	Sell	45,226 -4,683	-9%	-$2.38M	0.4%	49
2023 Q4	$26.3M	Buy	49,909 +29,600	+146%	+$15.8M	0.49%	51
2023 Q3	$10.2M	Buy	20,309 +1,173	+6%	+$577K	0.24%	67
2023 Q2	$9.2M	Buy	19,136 +299	+2%	+$146K	0.26%	60
2023 Q1	$8.9M	Sell	18,837 -20,963	-53%	-$10.1M	0.22%	68
2022 Q4	$21.1M	Buy	39,800 +35,518	+829%	+$18.8M	0.56%	50
2022 Q3	$2.16M	Sell	4,282 -3,268	-43%	-$1.72M	0.06%	111
2022 Q2	$3.88M	Buy	7,550 +3,159	+72%	+$1.59M	0.1%	86
2022 Q1	$2.24M	Hold	4,391	–	–	0.05%	115
2021 Q4	$2.21M	Sell	4,391 -125	-3%	-$56.6K	0.04%	122
2021 Q3	$1.76M	Buy	4,516 +125	+3%	+$51.8K	0.04%	145
2021 Q2	$1.76M	Sell	4,391 -2,089	-32%	-$833K	0.04%	138
2021 Q1	$2.41M	Buy	6,480 +36	+0.6%	+$12.5K	0.05%	150
2020 Q4	$2.26M	Hold	6,444	–	–	0.06%	114
2020 Q3	$2.01M	Buy	6,444 +1,667	+35%	+$512K	0.06%	110
2020 Q2	$1.41M	Buy	4,777 +523	+12%	+$150K	0.05%	118
2020 Q1	$1.06M	Sell	4,254 -2,160	-34%	-$594K	0.04%	128
2019 Q4	$1.89M	Sell	6,414 -3,300	-34%	-$863K	0.07%	113
2019 Q3	$2.11M	Sell	9,714 -342	-3%	-$82.5K	0.09%	100
2019 Q2	$2.45M	Buy	10,056 +5,439	+118%	+$1.31M	0.1%	95
2019 Q1	$1.14M	Buy	4,617 +2,798	+154%	+$714K	0.05%	145
2018 Q4	$453K	Sell	1,819 -1,737	-49%	-$459K	0.02%	203
2018 Q3	$946K	Hold	3,556	–	–	0.03%	164
2018 Q2	$873K	Buy	3,556 +2,869	+418%	+$689K	0.03%	168
2018 Q1	$147K	Sell	687 -1,185	-63%	-$271K	0.01%	340
2017 Q4	$416K	Buy	1,872 +1,624	+655%	+$344K	0.01%	321
2017 Q3	$49K	Hold	248	–	–	﹤0.01%	527
2017 Q2	$46K	Sell	248 -1,900	-88%	-$333K	﹤0.01%	529
2017 Q1	$353K	Sell	2,148 -170	-7%	-$27.8K	0.01%	316
2016 Q4	$371K	Buy	2,318 +2,070	+835%	+$309K	0.01%	366
2016 Q3	$35K	Hold	248	–	–	﹤0.01%	734
2016 Q2	$35K	Sell	248 -139	-36%	-$18.5K	﹤0.01%	712
2016 Q1	$50K	Hold	387	–	–	﹤0.01%	710
2015 Q4	$45K	Buy	387 +248	+178%	+$29K	﹤0.01%	707
2015 Q3	$16K	Buy	139 +67	+93%	+$8.02K	﹤0.01%	719
2015 Q2	$9K	Buy	+72	New	+$8.52K	﹤0.01%	767
2014 Q4	–	Sell	-8,588	Closed	-$741K	–	858
2014 Q3	$741K	Sell	8,588 -1,278	-13%	-$108K	0.03%	237
2014 Q2	$807K	Sell	9,866 -1,064	-10%	-$83.7K	0.03%	230
2014 Q1	$896K	Sell	10,930 -838	-7%	-$63.1K	0.04%	220
2013 Q4	$886K	Buy	+11,768	New	+$845K	0.04%	224

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

Compagnie Lombard Odier SCmA's UNH Position: Q1 2026 in Review

Compagnie Lombard Odier SCmA reduced its UnitedHealth (UNH) stake by 23% in Q1 2026, selling an estimated $127K and leaving 1,414 shares worth $383K. The position accounts for ﹤0.01% of the portfolio, ranked #212.

Compagnie Lombard Odier SCmA first reported a position in UNH in Q4 2013 and has held it in 48 quarters since. The position peaked at $26.3M in Q4 2023. 3,021 funds tracked by Wall St. Rank hold UNH as of Q1 2026.

Compagnie Lombard Odier SCmA held 1,414 shares of UnitedHealth worth $383K as of Q1 2026.
Compagnie Lombard Odier SCmA sold 427 UnitedHealth shares in Q1 2026, an estimated $127K.
UnitedHealth made up ﹤0.01% of Compagnie Lombard Odier SCmA's portfolio in Q1 2026, its #212 holding.
Compagnie Lombard Odier SCmA first reported a position in UnitedHealth in Q4 2013 and has held it in 48 quarters since.
Compagnie Lombard Odier SCmA's UnitedHealth position peaked at $26.3M in Q4 2023.
3,021 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.

Based on Compagnie Lombard Odier SCmA's 13F filing for Q1 2026, filed 15 Apr 2026.