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 New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Lighthouse Investment Partners's UNH Position: Q1 2026 in Review

Lighthouse Investment Partners reduced its UnitedHealth (UNH) stake by 35% in Q1 2026, selling an estimated $664K and leaving 4,063 shares worth $1.1M. The position accounts for 0.04% of the portfolio, ranked #408.

Lighthouse Investment Partners first reported a position in UNH in Q3 2023 and has held it in 6 quarters since. The position peaked at $15.7M in Q2 2024. 3,024 funds tracked by Wall St. Rank hold UNH as of Q1 2026.

Lighthouse Investment Partners held 4,063 shares of UnitedHealth worth $1.1M as of Q1 2026.
Lighthouse Investment Partners sold 2,228 UnitedHealth shares in Q1 2026, an estimated $664K.
UnitedHealth made up 0.04% of Lighthouse Investment Partners's portfolio in Q1 2026, its #408 holding.
Lighthouse Investment Partners first reported a position in UnitedHealth in Q3 2023 and has held it in 6 quarters since.
Lighthouse Investment Partners's UnitedHealth position peaked at $15.7M in Q2 2024.
3,024 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.

Based on Lighthouse Investment Partners's 13F filing for Q1 2026, filed 14 May 2026.