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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
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Liontrust Investment Partners's UNH Position: Q1 2026 in Review

Liontrust Investment Partners reduced its UnitedHealth (UNH) stake by 43% in Q1 2026, selling an estimated $4.17M and leaving 18,679 shares worth $5.05M. The position accounts for 0.09% of the portfolio, ranked #121.

Liontrust Investment Partners first reported a position in UNH in Q4 2020 and has held it in 18 quarters since. The position peaked at $66.3M in Q4 2021. 3,024 funds tracked by Wall St. Rank hold UNH as of Q1 2026.

  • Liontrust Investment Partners held 18,679 shares of UnitedHealth worth $5.05M as of Q1 2026.
  • Liontrust Investment Partners sold 13,997 UnitedHealth shares in Q1 2026, an estimated $4.17M.
  • UnitedHealth made up 0.09% of Liontrust Investment Partners's portfolio in Q1 2026, its #121 holding.
  • Liontrust Investment Partners first reported a position in UnitedHealth in Q4 2020 and has held it in 18 quarters since.
  • Liontrust Investment Partners's UnitedHealth position peaked at $66.3M in Q4 2021.
  • 3,024 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.

Based on Liontrust Investment Partners's 13F filing for Q1 2026, filed 13 May 2026.