Liontrust Investment Partners
UNH icon

Liontrust Investment Partners’s UnitedHealth UNH Stock Holding History

Liontrust 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
2026
Q2 		– Sell
-18,679
Closed -$5.05M – 210
2026
Q1 		$5.05M Sell
18,679
-13,997
-43% -$4.17M 0.09% 121
2025
Q4 		$10.8M Sell
32,676
-5,720
-15% -$1.94M 0.16% 102
2025
Q3 		$13.3M Sell
38,396
-3,076
-7% -$930K 0.19% 89
2025
Q2 		$12.9M Buy
41,472
+3,034
+8% +$1.16M 0.19% 86
2025
Q1 		$20.1M Buy
38,438
+10,617
+38% +$5.43M 0.31% 64
2024
Q4 		$14.1M Buy
+27,821
New +$15.8M 0.2% 82
2024
Q2 		– Sell
-42,000
Closed -$20.8M – 236
2024
Q1 		$20.8M Buy
42,000
+2,000
+5% +$1.02M 0.29% 64
2023
Q4 		$21.1M Buy
40,000
+30,500
+321% +$16.3M 0.31% 60
2023
Q3 		$4.79M Sell
9,500
-52,068
-85% -$25.6M 0.08% 119
2023
Q2 		$29.6M Sell
61,568
-11,900
-16% -$5.82M 0.43% 39
2023
Q1 		$34.7M Sell
73,468
-13,400
-15% -$6.47M 0.51% 38
2022
Q4 		$46.1M Sell
86,868
-5,500
-6% -$2.91M 0.8% 37
2022
Q3 		$46.6M Sell
92,368
-17,100
-16% -$8.99M 0.75% 33
2022
Q2 		$56.2M Sell
109,468
-14,000
-11% -$7.03M 0.79% 33
2022
Q1 		$63M Sell
123,468
-8,500
-6% -$4.1M 0.82% 33
2021
Q4 		$66.3M Sell
131,968
-200
-0.2% -$90.5K 0.79% 32
2021
Q3 		$51.6M Buy
+132,168
New +$54.7M 0.71% 33
2020
Q4 		$28.6M Buy
+81,668
New +$27.4M 0.58% 39

Other funds holding UNH

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Liontrust Investment Partners's UNH Position: Q2 2026 in Review

Liontrust Investment Partners sold out of UnitedHealth (UNH) in Q2 2026, closing a stake of 18,679 shares — an estimated $5.05M sold.

Liontrust Investment Partners first reported a position in UNH in Q4 2020 and held it in 18 quarters. The position peaked at $66.3M in Q4 2021. 3,396 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • Liontrust Investment Partners reported no remaining UnitedHealth position as of Q2 2026 after selling out during the quarter.
  • Liontrust Investment Partners sold 18,679 UnitedHealth shares in Q2 2026, an estimated $5.05M.
  • Liontrust Investment Partners first reported a position in UnitedHealth in Q4 2020 and held it in 18 quarters.
  • Liontrust Investment Partners's UnitedHealth position peaked at $66.3M in Q4 2021.
  • 3,396 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Liontrust Investment Partners's 13F filing for Q2 2026, filed 18 Aug 2026.