LGF
UNH icon

LGT Group Foundation’s UnitedHealth UNH Stock Holding History

LGT Group Foundation’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 		$7.08M Sell
26,178
-2,720
-9% -$810K 0.09% 106
2025
Q4 		$9.6M Buy
28,898
+2,332
+9% +$790K 0.1% 107
2025
Q3 		$9.25M Sell
26,566
-1,051
-4% -$318K 0.11% 107
2025
Q2 		$8.62M Sell
27,617
-20,364
-42% -$7.78M 0.11% 109
2025
Q1 		$25.1M Buy
47,981
+18,493
+63% +$9.45M 0.35% 62
2024
Q4 		$14.9M Buy
29,488
+11,026
+60% +$6.26M 0.23% 70
2024
Q3 		$10.9M Sell
18,462
-567
-3% -$321K 0.18% 87
2024
Q2 		$9.69M Sell
19,029
-1,521
-7% -$745K 0.15% 92
2024
Q1 		$10.2M Sell
20,550
-11,065
-35% -$5.63M 0.24% 86
2023
Q4 		$16.6M Buy
31,615
+2,504
+9% +$1.34M 0.37% 66
2023
Q3 		$15M Buy
29,111
+290
+1% +$143K 0.37% 67
2023
Q2 		$13.9M Sell
28,821
-3,881
-12% -$1.9M 0.34% 72
2023
Q1 		$15.5M Buy
32,702
+10,020
+44% +$4.84M 0.44% 61
2022
Q4 		$12M Buy
22,682
+15,116
+200% +$8.01M 0.38% 72
2022
Q3 		$3.82M Buy
7,566
+5,785
+325% +$3.04M 0.15% 121
2022
Q2 		$915K Sell
1,781
-70
-4% -$35.2K 0.03% 204
2022
Q1 		$949K Buy
1,851
+11
+0.6% +$5.3K 0.02% 217
2021
Q4 		$924K Buy
+1,840
New +$833K 0.02% 208

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 Group Foundation's UNH Position: Q1 2026 in Review

LGT Group Foundation reduced its UnitedHealth (UNH) stake by 9.4% in Q1 2026, selling an estimated $810K and leaving 26,178 shares worth $7.08M. The position accounts for 0.09% of the portfolio, ranked #106.

LGT Group Foundation first reported a position in UNH in Q4 2021 and has held it in 18 quarters since. The position peaked at $25.1M in Q1 2025. 3,024 funds tracked by Wall St. Rank hold UNH as of Q1 2026.

  • LGT Group Foundation held 26,178 shares of UnitedHealth worth $7.08M as of Q1 2026.
  • LGT Group Foundation sold 2,720 UnitedHealth shares in Q1 2026, an estimated $810K.
  • UnitedHealth made up 0.09% of LGT Group Foundation's portfolio in Q1 2026, its #106 holding.
  • LGT Group Foundation first reported a position in UnitedHealth in Q4 2021 and has held it in 18 quarters since.
  • LGT Group Foundation's UnitedHealth position peaked at $25.1M in Q1 2025.
  • 3,024 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.

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