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 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 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

LBP AM's UNH Position: Q1 2026 in Review

LBP AM increased its UnitedHealth (UNH) stake by 12% in Q1 2026, buying an estimated $923K and bringing the position to 29,765 shares worth $8.05M. The position accounts for 0.11% of the portfolio, ranked #169.

LBP AM first reported a position in UNH in Q4 2022 and has held it in 12 quarters since. The position peaked at $38.4M in Q3 2024. 3,020 funds tracked by Wall St. Rank hold UNH as of Q1 2026.

LBP AM held 29,765 shares of UnitedHealth worth $8.05M as of Q1 2026.
LBP AM bought 3,099 UnitedHealth shares in Q1 2026, an estimated $923K.
UnitedHealth made up 0.11% of LBP AM's portfolio in Q1 2026, its #169 holding.
LBP AM first reported a position in UnitedHealth in Q4 2022 and has held it in 12 quarters since.
LBP AM's UnitedHealth position peaked at $38.4M in Q3 2024.
3,020 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.

Based on LBP AM's 13F filing for Q1 2026, filed 27 Apr 2026.