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Lindbrook Capital’s UnitedHealth UNH Stock Holding History

Lindbrook Capital’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
2025
Q1 		$6.28M Sell
11,986
-863
-7% -$441K 0.58% 27
2024
Q4 		$6.5M Sell
12,849
-264
-2% -$150K 0.59% 27
2024
Q3 		$7.67M Buy
13,113
+690
+6% +$390K 0.68% 26
2024
Q2 		$6.33M Sell
12,423
-1,271
-9% -$623K 0.59% 28
2024
Q1 		$6.77M Sell
13,694
-365
-3% -$186K 0.63% 30
2023
Q4 		$7.4M Buy
14,059
+722
+5% +$385K 0.74% 22
2023
Q3 		$6.72M Buy
13,337
+122
+0.9% +$60K 0.75% 20
2023
Q2 		$6.35M Sell
13,215
-764
-5% -$374K 0.68% 22
2023
Q1 		$6.61M Buy
13,979
+666
+5% +$321K 0.77% 20
2022
Q4 		$7.06M Buy
13,313
+10,181
+325% +$5.39M 0.87% 17
2022
Q3 		$1.58M Buy
3,132
+521
+20% +$274K 0.27% 46
2022
Q2 		$1.34M Sell
2,611
-38
-1% -$19.1K 0.22% 58
2022
Q1 		$1.35M Sell
2,649
-11
-0.4% -$5.3K 0.21% 67
2021
Q4 		$1.34M Buy
2,660
+1,157
+77% +$524K 0.2% 63
2021
Q3 		$587K Buy
1,503
+13
+0.9% +$5.38K 0.15% 56
2021
Q2 		$597K Buy
1,490
+17
+1% +$6.78K 0.13% 63
2021
Q1 		$548K Buy
1,473
+124
+9% +$43K 0.12% 68
2020
Q4 		$473K Buy
1,349
+14
+1% +$4.69K 0.12% 71
2020
Q3 		$416K Buy
1,335
+129
+11% +$39.6K 0.11% 74
2020
Q2 		$356K Buy
1,206
+31
+3% +$8.88K 0.11% 81
2020
Q1 		$293K Sell
1,175
-490
-29% -$135K 0.11% 78
2019
Q4 		$489K Buy
1,665
+30
+2% +$7.85K 0.17% 58
2019
Q3 		$355K Buy
1,635
+233
+17% +$56.2K 0.13% 77
2019
Q2 		$342K Buy
1,402
+23
+2% +$5.53K 0.13% 78
2019
Q1 		$340K Buy
1,379
+227
+20% +$57.9K 0.14% 76
2018
Q4 		$286K Buy
+1,152
New +$304K 0.14% 75

Other funds holding UNH

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Lindbrook Capital's UNH Position: Q1 2025 in Review

Lindbrook Capital reduced its UnitedHealth (UNH) stake by 6.7% in Q1 2025, selling an estimated $441K and leaving 11,986 shares worth $6.28M. The position accounts for 0.58% of the portfolio, ranked #27.

Lindbrook Capital first reported a position in UNH in Q4 2018 and has held it in 26 quarters since. The position peaked at $7.67M in Q3 2024. 3,603 funds tracked by Wall St. Rank hold UNH as of Q1 2025.

  • Lindbrook Capital held 11,986 shares of UnitedHealth worth $6.28M as of Q1 2025.
  • Lindbrook Capital sold 863 UnitedHealth shares in Q1 2025, an estimated $441K.
  • UnitedHealth made up 0.58% of Lindbrook Capital's portfolio in Q1 2025, its #27 holding.
  • Lindbrook Capital first reported a position in UnitedHealth in Q4 2018 and has held it in 26 quarters since.
  • Lindbrook Capital's UnitedHealth position peaked at $7.67M in Q3 2024.
  • 3,603 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2025.

Based on Lindbrook Capital's 13F filing for Q1 2025, filed 5 May 2025.