Lingohr Asset Management’s UnitedHealth UNH Stock Holding History

Lingohr Asset 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
2025 Q3	$656K	Buy	+1,900	New	+$575K	1.15%	35
2018 Q4	–	Sell	-24,700	Closed	-$6.57M	–	136
2018 Q3	$6.57M	Hold	24,700	–	–	4.45%	2
2018 Q2	$6.06M	Hold	24,700	–	–	3.78%	2
2018 Q1	$5.29M	Hold	24,700	–	–	3.31%	2
2017 Q4	$5.45M	Hold	24,700	–	–	2.87%	3
2017 Q3	$5.17M	Buy	+24,700	New	+$4.77M	2.64%	5
2017 Q2	–	Sell	-24,700	Closed	-$4.05M	–	115
2017 Q1	$4.05M	Hold	24,700	–	–	2.21%	7
2016 Q4	$3.95M	Buy	+24,700	New	+$3.69M	2.42%	7
2016 Q1	–	Sell	-53,200	Closed	-$6.39M	–	95
2015 Q4	$6.39M	Sell	53,200 -6,140	-10%	-$718K	3.22%	13
2015 Q3	$6.89M	Buy	59,340 +18,152	+44%	+$2.17M	3.24%	11
2015 Q2	$5.05M	Sell	41,188 -3,800	-8%	-$450K	2.93%	8
2015 Q1	$5.44M	Sell	44,988 -40,550	-47%	-$4.5M	3.15%	4
2014 Q4	$6.99M	Sell	85,538 -43,238	-34%	-$4.1M	1.73%	13
2014 Q3	$11.1M	Buy	128,776 +43,238	+51%	+$3.65M	1.61%	19
2014 Q2	$6.99M	Sell	85,538 -31,600	-27%	-$2.49M	1.73%	13
2014 Q1	$9.6M	Sell	117,138 -9,304	-7%	-$700K	1.96%	12
2013 Q4	$9.52M	Sell	126,442 -17,200	-12%	-$1.24M	1.91%	13
2013 Q3	$10.3M	Buy	143,642 +25,401	+21%	+$1.82M	1.73%	13
2013 Q2	$7.74M	Buy	+118,241	New	+$7.36M	1.43%	15

Other funds holding UNH

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

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

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

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Lingohr Asset Management's UNH Position: Q3 2025 in Review

Lingohr Asset Management opened a new position in UnitedHealth (UNH) in Q3 2025: 1,900 shares worth $656K. The stake represents 1.15% of the portfolio and ranks #35 among its holdings. This is a return to the name: Lingohr Asset Management previously reported a position in UNH as recently as Q3 2018.

Lingohr Asset Management first reported a position in UNH in Q2 2013 and has held it in 19 quarters since. The position peaked at $11.1M in Q3 2014. 3,159 funds tracked by Wall St. Rank hold UNH as of Q3 2025.

Lingohr Asset Management held 1,900 shares of UnitedHealth worth $656K as of Q3 2025.
UnitedHealth was a new Lingohr Asset Management position in Q3 2025.
UnitedHealth made up 1.15% of Lingohr Asset Management's portfolio in Q3 2025, its #35 holding.
Lingohr Asset Management first reported a position in UnitedHealth in Q2 2013 and has held it in 19 quarters since.
Lingohr Asset Management's UnitedHealth position peaked at $11.1M in Q3 2014.
3,159 funds tracked by Wall St. Rank held UnitedHealth as of Q3 2025.

Based on Lingohr Asset Management's 13F filing for Q3 2025, filed 4 Nov 2025.