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
Q2 		$34M Buy
81,736
+55,558
+212% +$20.6M 0.38% 52
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 $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 $3.38T AUM 44.17% 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

LGT Group Foundation's UNH Position: Q2 2026 in Review

LGT Group Foundation increased its UnitedHealth (UNH) stake by 212% in Q2 2026, buying an estimated $20.6M and bringing the position to 81,736 shares worth $34M. The position accounts for 0.38% of the portfolio, ranked #52.

LGT Group Foundation first reported a position in UNH in Q4 2021 and has held it in 19 quarters since. 3,394 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • LGT Group Foundation held 81,736 shares of UnitedHealth worth $34M as of Q2 2026.
  • LGT Group Foundation bought 55,558 UnitedHealth shares in Q2 2026, an estimated $20.6M.
  • UnitedHealth made up 0.38% of LGT Group Foundation's portfolio in Q2 2026, its #52 holding.
  • LGT Group Foundation first reported a position in UnitedHealth in Q4 2021 and has held it in 19 quarters since.
  • 3,394 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on LGT Group Foundation's 13F filing for Q2 2026, filed 10 Aug 2026.