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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
2024
Q3 		– Sell
-53,500
Closed -$27.2M – 568
2024
Q2 		$27.2M Buy
53,500
+19,000
+55% +$9.31M 1.09% 6
2024
Q1 		$17.1M Buy
+34,500
New +$17.5M 0.79% 21
2023
Q4 		– Sell
-18,000
Closed -$9.08M – 434
2023
Q3 		$9.08M Buy
+18,000
New +$8.86M 0.37% 54

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 $3.37T AUM 44.26% 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

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. 3,386 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.
  • 3,386 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.