Lighthouse Investment Partners’s UnitedHealth UNH Stock Holding History

Lighthouse Investment Partners’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	$3.44M	Buy	8,285 +4,222	+104%	+$1.56M	0.09%	269
2026 Q1	$1.1M	Sell	4,063 -2,228	-35%	-$664K	0.04%	408
2025 Q4	$2.08M	Buy	6,291 +2,791	+80%	+$946K	0.06%	334
2025 Q3	$1.21M	Buy	+3,500	New	+$1.06M	0.04%	407
2024 Q4	–	Sell	-1,202	Closed	-$703K	–	649
2024 Q3	$703K	Sell	1,202 -29,676	-96%	-$16.8M	0.03%	349
2024 Q2	$15.7M	Buy	+30,878	New	+$15.1M	0.63%	29
2023 Q4	–	Sell	-4,816	Closed	-$2.43M	–	435
2023 Q3	$2.43M	Buy	+4,816	New	+$2.37M	0.1%	212

Other funds holding UNH

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Lighthouse Investment Partners's UNH Position: Q2 2026 in Review

Lighthouse Investment Partners increased its UnitedHealth (UNH) stake by 104% in Q2 2026, buying an estimated $1.56M and bringing the position to 8,285 shares worth $3.44M. The position accounts for 0.09% of the portfolio, ranked #269.

Lighthouse Investment Partners first reported a position in UNH in Q3 2023 and has held it in 7 quarters since. The position peaked at $15.7M in Q2 2024. 3,394 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

Lighthouse Investment Partners held 8,285 shares of UnitedHealth worth $3.44M as of Q2 2026.
Lighthouse Investment Partners bought 4,222 UnitedHealth shares in Q2 2026, an estimated $1.56M.
UnitedHealth made up 0.09% of Lighthouse Investment Partners's portfolio in Q2 2026, its #269 holding.
Lighthouse Investment Partners first reported a position in UnitedHealth in Q3 2023 and has held it in 7 quarters since.
Lighthouse Investment Partners's UnitedHealth position peaked at $15.7M in Q2 2024.
3,394 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Lighthouse Investment Partners's 13F filing for Q2 2026, filed 14 Aug 2026.