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Lighthouse Financial’s UnitedHealth UNH Stock Holding History

Lighthouse Financial’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
Q3 		$595K Buy
1,621
+180
+12% +$72.5K 0.27% 50
2026
Q2 		$599K Sell
1,441
-901
-38% -$334K 0.31% 45
2026
Q1 		$634K Buy
+2,342
New +$697K 0.38% 38

Other funds holding UNH

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $53.6B AUM 32.29% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
PineStone Asset Management
PineStone Asset Management Montreal, Quebec, Canada $15.4B AUM 14.92% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $57B AUM 43.56% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Lighthouse Financial's UNH Position: Q3 2026 in Review

Lighthouse Financial increased its UnitedHealth (UNH) stake by 12% in Q3 2026, buying an estimated $72.5K and bringing the position to 1,621 shares worth $595K. The position accounts for 0.27% of the portfolio, ranked #50.

Lighthouse Financial first reported a position in UNH in Q1 2026 and has held it in 3 quarters since. The position peaked at $634K in Q1 2026. 1,389 funds tracked by Wall St. Rank hold UNH as of Q3 2026.

  • Lighthouse Financial held 1,621 shares of UnitedHealth worth $595K as of Q3 2026.
  • Lighthouse Financial bought 180 UnitedHealth shares in Q3 2026, an estimated $72.5K.
  • UnitedHealth made up 0.27% of Lighthouse Financial's portfolio in Q3 2026, its #50 holding.
  • Lighthouse Financial first reported a position in UnitedHealth in Q1 2026 and has held it in 3 quarters since.
  • Lighthouse Financial's UnitedHealth position peaked at $634K in Q1 2026.
  • 1,389 funds tracked by Wall St. Rank held UnitedHealth as of Q3 2026.

Based on Lighthouse Financial's 13F filing for Q3 2026, filed 23 Oct 2026.