LFM
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LGT Fund Management’s UnitedHealth UNH Stock Holding History

LGT Fund 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
Q1 		$4.73M Buy
17,494
+14,701
+526% +$4.38M 0.21% 104
2025
Q4 		$928K Sell
2,793
-25,000
-90% -$8.47M 0.07% 155
2025
Q3 		$9.68M Buy
27,793
+24,743
+811% +$7.48M 0.78% 28
2025
Q2 		$952K Sell
3,050
-38,139
-93% -$14.6M 0.08% 153
2025
Q1 		$21.6M Buy
41,189
+4,838
+13% +$2.47M 1.94% 10
2024
Q4 		$18.4M Buy
36,351
+403
+1% +$229K 1.61% 13
2024
Q3 		$21.3M Sell
35,948
-345
-1% -$195K 2.21% 8
2024
Q2 		$18.5M Buy
36,293
+27,103
+295% +$13.3M 2.3% 8
2024
Q1 		$4.55M Buy
9,190
+2,430
+36% +$1.24M 1.9% 12
2023
Q4 		$3.55M Hold
6,760
– – 1.52% 17
2023
Q3 		$3.48M Buy
6,760
+860
+15% +$423K 1.69% 12
2023
Q2 		$2.84M Buy
5,900
+2,900
+97% +$1.42M 1.3% 25
2023
Q1 		$1.42M Sell
3,000
-15,260
-84% -$7.36M 0.6% 64
2022
Q4 		$9.68M Hold
18,260
– – 4.18% 1
2022
Q3 		$9.22M Buy
18,260
+400
+2% +$210K 4.33% 2
2022
Q2 		$9.17M Hold
17,860
– – 1.35% 13
2022
Q1 		$9.15M Buy
17,860
+3,000
+20% +$1.45M 1.22% 14
2021
Q4 		$7.46M Buy
+14,860
New +$6.73M 2.15% 9

Other funds holding UNH

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

LGT Fund Management's UNH Position: Q1 2026 in Review

LGT Fund Management increased its UnitedHealth (UNH) stake by 526% in Q1 2026, buying an estimated $4.38M and bringing the position to 17,494 shares worth $4.73M. The position accounts for 0.21% of the portfolio, ranked #104.

LGT Fund Management first reported a position in UNH in Q4 2021 and has held it in 18 quarters since. The position peaked at $21.6M in Q1 2025. 3,021 funds tracked by Wall St. Rank hold UNH as of Q1 2026.

  • LGT Fund Management held 17,494 shares of UnitedHealth worth $4.73M as of Q1 2026.
  • LGT Fund Management bought 14,701 UnitedHealth shares in Q1 2026, an estimated $4.38M.
  • UnitedHealth made up 0.21% of LGT Fund Management's portfolio in Q1 2026, its #104 holding.
  • LGT Fund Management first reported a position in UnitedHealth in Q4 2021 and has held it in 18 quarters since.
  • LGT Fund Management's UnitedHealth position peaked at $21.6M in Q1 2025.
  • 3,021 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.

Based on LGT Fund Management's 13F filing for Q1 2026, filed 28 Apr 2026.