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Lincluden Management’s UnitedHealth UNH Stock Holding History

Lincluden 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
Q2 		$9.39M Buy
22,589
+34
+0.2% +$12.6K 0.92% 21
2026
Q1 		$6.1M Buy
22,555
+9,456
+72% +$2.82M 0.65% 34
2025
Q4 		$4.32M Sell
13,099
-1,223
-9% -$414K 0.37% 47
2025
Q3 		$4.95M Sell
14,322
-86
-0.6% -$26K 0.55% 41
2025
Q2 		$4.5M Buy
14,408
+6,084
+73% +$2.33M 0.5% 44
2025
Q1 		$4.36M Sell
8,324
-215
-3% -$110K 0.55% 41
2024
Q4 		$4.32M Sell
8,539
-41
-0.5% -$23.3K 0.52% 39
2024
Q3 		$5.02M Buy
8,580
+106
+1% +$60K 0.55% 39
2024
Q2 		$4.32M Buy
8,474
+2,376
+39% +$1.16M 0.52% 40
2024
Q1 		$3.02M Buy
6,098
+2,026
+50% +$1.03M 0.36% 55
2023
Q4 		$2.14M Sell
4,072
-49
-1% -$26.1K 0.26% 67
2023
Q3 		$2.08M Sell
4,121
-5
-0.1% -$2.46K 0.25% 64
2023
Q2 		$1.98M Buy
+4,126
New +$2.02M 0.23% 64

Other funds holding UNH

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
VAM
Veritas Asset Management London, United Kingdom $5.56B AUM 3.46% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

Lincluden Management's UNH Position: Q2 2026 in Review

Lincluden Management increased its UnitedHealth (UNH) stake by 0.15% in Q2 2026, buying an estimated $12.6K and bringing the position to 22,589 shares worth $9.39M. The position accounts for 0.92% of the portfolio, ranked #21.

Lincluden Management first reported a position in UNH in Q2 2023 and has held it in 13 quarters since. 1,733 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • Lincluden Management held 22,589 shares of UnitedHealth worth $9.39M as of Q2 2026.
  • Lincluden Management bought 34 UnitedHealth shares in Q2 2026, an estimated $12.6K.
  • UnitedHealth made up 0.92% of Lincluden Management's portfolio in Q2 2026, its #21 holding.
  • Lincluden Management first reported a position in UnitedHealth in Q2 2023 and has held it in 13 quarters since.
  • 1,733 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Lincluden Management's 13F filing for Q2 2026, filed 24 Jul 2026.