LOIM
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Liberty One Investment Management’s UnitedHealth UNH Stock Holding History

Liberty One Investment 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 		$22.7M Buy
83,869
+13,423
+19% +$4M 2.34% 18
2025
Q4 		$23.3M Sell
70,446
-89,962
-56% -$30.5M 2.97% 9
2025
Q3 		$55.4M Buy
160,408
+78,407
+96% +$23.7M 3.12% 15
2025
Q2 		$25.6M Buy
82,001
+25,846
+46% +$9.88M 2.59% 22
2025
Q1 		$29.4M Buy
56,155
+47,907
+581% +$24.5M 2.98% 13
2024
Q4 		$4.17M Buy
8,248
+551
+7% +$313K 0.45% 58
2024
Q3 		$4.5M Buy
7,697
+327
+4% +$185K 0.46% 53
2024
Q2 		$3.75M Buy
7,370
+1,129
+18% +$553K 0.42% 57
2024
Q1 		$3.09M Buy
6,241
+577
+10% +$293K 0.35% 63
2023
Q4 		$2.98M Buy
5,664
+289
+5% +$154K 0.37% 55
2023
Q3 		$2.71M Buy
5,375
+303
+6% +$149K 0.39% 46
2023
Q2 		$2.44M Buy
5,072
+200
+4% +$97.8K 0.32% 59
2023
Q1 		$2.3M Buy
4,872
+456
+10% +$220K 0.31% 67
2022
Q4 		$2.34M Sell
4,416
-11
-0.2% -$5.83K 0.34% 50
2022
Q3 		$2.24M Sell
4,427
-224
-5% -$118K 0.37% 37
2022
Q2 		$1.86M Sell
4,651
-192
-4% -$96.4K 0.32% 49
2022
Q1 		$2.47M Buy
4,843
+88
+2% +$42.4K 0.38% 46
2021
Q4 		$2.39M Buy
4,755
+145
+3% +$65.6K 0.36% 46
2021
Q3 		$1.8M Sell
4,610
-41
-0.9% -$17K 0.31% 53
2021
Q2 		$1.86M Buy
4,651
+62
+1% +$24.7K 0.31% 49
2021
Q1 		$1.71M Buy
4,589
+62
+1% +$21.5K 0.3% 51
2020
Q4 		$1.59M Buy
4,527
+92
+2% +$30.8K 0.3% 47
2020
Q3 		$1.38M Sell
4,435
-19
-0.4% -$5.84K 0.28% 48
2020
Q2 		$1.31M Buy
4,454
+40
+0.9% +$11.5K 0.29% 45
2020
Q1 		$1.1M Buy
4,414
+15
+0.3% +$4.13K 0.28% 47
2019
Q4 		$1.29M Buy
+4,399
New +$1.15M 0.28% 46

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

Liberty One Investment Management's UNH Position: Q1 2026 in Review

Liberty One Investment Management increased its UnitedHealth (UNH) stake by 19% in Q1 2026, buying an estimated $4M and bringing the position to 83,869 shares worth $22.7M. The position accounts for 2.34% of the portfolio, ranked #18.

Liberty One Investment Management first reported a position in UNH in Q4 2019 and has held it in 26 quarters since. The position peaked at $55.4M in Q3 2025. 3,024 funds tracked by Wall St. Rank hold UNH as of Q1 2026.

  • Liberty One Investment Management held 83,869 shares of UnitedHealth worth $22.7M as of Q1 2026.
  • Liberty One Investment Management bought 13,423 UnitedHealth shares in Q1 2026, an estimated $4M.
  • UnitedHealth made up 2.34% of Liberty One Investment Management's portfolio in Q1 2026, its #18 holding.
  • Liberty One Investment Management first reported a position in UnitedHealth in Q4 2019 and has held it in 26 quarters since.
  • Liberty One Investment Management's UnitedHealth position peaked at $55.4M in Q3 2025.
  • 3,024 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.

Based on Liberty One Investment Management's 13F filing for Q1 2026, filed 14 May 2026.