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LBP AM’s UnitedHealth UNH Stock Holding History

LBP AM’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 		$26.4M Buy
63,401
+33,636
+113% +$12.5M 0.26% 75
2026
Q1 		$8.05M Buy
29,765
+3,099
+12% +$923K 0.11% 169
2025
Q4 		$8.8M Buy
+26,666
New +$9.04M 0.1% 182
2025
Q2 		– Sell
-35,609
Closed -$18.7M – 410
2025
Q1 		$18.7M Buy
35,609
+3,571
+11% +$1.83M 0.29% 77
2024
Q4 		$16.2M Sell
32,038
-33,579
-51% -$19.1M 0.22% 98
2024
Q3 		$38.4M Buy
65,617
+4,272
+7% +$2.42M 0.58% 39
2024
Q2 		$31.2M Buy
61,345
+11,015
+22% +$5.4M 1.28% 12
2024
Q1 		$24.9M Sell
50,330
-14,629
-23% -$7.44M 0.99% 20
2023
Q4 		$34.2M Sell
64,959
-1,341
-2% -$715K 0.75% 31
2023
Q3 		$33.4M Buy
66,300
+5,715
+9% +$2.81M 0.74% 31
2023
Q2 		$29.1M Buy
60,585
+14,712
+32% +$7.19M 0.69% 39
2023
Q1 		$21.7M Sell
45,873
-2,796
-6% -$1.35M 0.55% 61
2022
Q4 		$25.8M Buy
+48,669
New +$25.8M 0.74% 41

Other funds holding UNH

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

LBP AM's UNH Position: Q2 2026 in Review

LBP AM increased its UnitedHealth (UNH) stake by 113% in Q2 2026, buying an estimated $12.5M and bringing the position to 63,401 shares worth $26.4M. The position accounts for 0.26% of the portfolio, ranked #75.

LBP AM first reported a position in UNH in Q4 2022 and has held it in 13 quarters since. The position peaked at $38.4M in Q3 2024. 3,379 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • LBP AM held 63,401 shares of UnitedHealth worth $26.4M as of Q2 2026.
  • LBP AM bought 33,636 UnitedHealth shares in Q2 2026, an estimated $12.5M.
  • UnitedHealth made up 0.26% of LBP AM's portfolio in Q2 2026, its #75 holding.
  • LBP AM first reported a position in UnitedHealth in Q4 2022 and has held it in 13 quarters since.
  • LBP AM's UnitedHealth position peaked at $38.4M in Q3 2024.
  • 3,379 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on LBP AM's 13F filing for Q2 2026, filed 24 Jul 2026.