Linden Thomas Advisory Services’s UnitedHealth UNH Stock Holding History

Linden Thomas Advisory Services’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 Q1	–	Sell	-4,673	Closed	-$1.54M	–	554
2025 Q4	$1.54M	Sell	4,673 -163	-3%	-$55.2K	0.16%	204
2025 Q3	$1.67M	Buy	4,836 +134	+3%	+$40.5K	0.17%	191
2025 Q2	$1.47M	Buy	4,702 +168	+4%	+$64.2K	0.16%	207
2025 Q1	$2.37M	Buy	4,534 +237	+6%	+$121K	0.31%	97
2024 Q4	$2.17M	Buy	4,297 +518	+14%	+$294K	0.28%	117
2024 Q3	$2.21M	Buy	3,779 +514	+16%	+$291K	0.3%	100
2024 Q2	$1.66M	Buy	3,265 +526	+19%	+$258K	0.26%	144
2024 Q1	$1.35M	Buy	2,739 +520	+23%	+$264K	0.22%	195
2023 Q4	$1.17M	Buy	2,219 +456	+26%	+$243K	0.22%	201
2023 Q3	$889K	Sell	1,763 -163	-8%	-$80.2K	0.2%	219
2023 Q2	$926K	Buy	1,926 +118	+7%	+$57.7K	0.21%	211
2023 Q1	$854K	Buy	1,808 +60	+3%	+$29K	0.21%	195
2022 Q4	$927K	Buy	+1,748	New	+$926K	0.26%	169

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

Linden Thomas Advisory Services's UNH Position: Q1 2026 in Review

Linden Thomas Advisory Services sold out of UnitedHealth (UNH) in Q1 2026, closing a stake of 4,673 shares — an estimated $1.54M sold.

Linden Thomas Advisory Services first reported a position in UNH in Q4 2022 and held it in 13 quarters. The position peaked at $2.37M in Q1 2025. 3,021 funds tracked by Wall St. Rank hold UNH as of Q1 2026.

Linden Thomas Advisory Services reported no remaining UnitedHealth position as of Q1 2026 after selling out during the quarter.
Linden Thomas Advisory Services sold 4,673 UnitedHealth shares in Q1 2026, an estimated $1.54M.
Linden Thomas Advisory Services first reported a position in UnitedHealth in Q4 2022 and held it in 13 quarters.
Linden Thomas Advisory Services's UnitedHealth position peaked at $2.37M in Q1 2025.
3,021 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.

Based on Linden Thomas Advisory Services's 13F filing for Q1 2026, filed 10 Apr 2026.