LI
UNH icon

LMCG Investments’s UnitedHealth UNH Stock Holding History

LMCG Investments’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 		$976K Buy
2,349
+17
+0.7% +$6.3K 0.05% 171
2026
Q1 		$631K Buy
2,332
+193
+9% +$57.5K 0.04% 176
2025
Q4 		$706K Sell
2,139
-1,817
-46% -$616K 0.04% 173
2025
Q3 		$1.37M Sell
3,956
-311
-7% -$94.1K 0.08% 143
2025
Q2 		$1.33M Sell
4,267
-34,441
-89% -$13.2M 0.08% 152
2025
Q1 		$20.3M Buy
38,708
+734
+2% +$375K 1.35% 15
2024
Q4 		$19.2M Buy
37,974
+4,022
+12% +$2.29M 1.18% 18
2024
Q3 		$19.9M Buy
33,952
+1,629
+5% +$921K 1.19% 18
2024
Q2 		$16.5M Buy
32,323
+599
+2% +$294K 0.96% 22
2024
Q1 		$15.7M Sell
31,724
-3,997
-11% -$2.03M 0.92% 23
2023
Q4 		$18.8M Sell
35,721
-363
-1% -$194K 1.16% 16
2023
Q3 		$18.2M Sell
36,084
-784
-2% -$386K 1.23% 13
2023
Q2 		$17.7M Buy
36,868
+956
+3% +$467K 1.15% 13
2023
Q1 		$17M Sell
35,912
-1,563
-4% -$754K 1.13% 14
2022
Q4 		$19.9M Sell
37,475
-959
-2% -$508K 1.39% 11
2022
Q3 		$19.4M Sell
38,434
-609
-2% -$320K 1.42% 9
2022
Q2 		$20.1M Sell
39,043
-334
-0.8% -$168K 1.38% 9
2022
Q1 		$20.1M Buy
+39,377
New +$19M 1.16% 13
2015
Q3 		$227K Hold
1,955
– – ﹤0.01% 523
2015
Q2 		$239K Hold
1,955
– – 0.01% 507
2015
Q1 		$231K Buy
+1,955
New +$217K ﹤0.01% 529
2013
Q3 		– Sell
-7,804
Closed -$511K – 484
2013
Q2 		$511K Buy
+7,804
New +$486K 0.01% 404

Other funds holding UNH

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

LMCG Investments's UNH Position: Q2 2026 in Review

LMCG Investments increased its UnitedHealth (UNH) stake by 0.73% in Q2 2026, buying an estimated $6.3K and bringing the position to 2,349 shares worth $976K. The position accounts for 0.05% of the portfolio, ranked #171.

LMCG Investments first reported a position in UNH in Q2 2013 and has held it in 22 quarters since. The position peaked at $20.3M in Q1 2025. 2,125 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • LMCG Investments held 2,349 shares of UnitedHealth worth $976K as of Q2 2026.
  • LMCG Investments bought 17 UnitedHealth shares in Q2 2026, an estimated $6.3K.
  • UnitedHealth made up 0.05% of LMCG Investments's portfolio in Q2 2026, its #171 holding.
  • LMCG Investments first reported a position in UnitedHealth in Q2 2013 and has held it in 22 quarters since.
  • LMCG Investments's UnitedHealth position peaked at $20.3M in Q1 2025.
  • 2,125 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on LMCG Investments's 13F filing for Q2 2026, filed 22 Jul 2026.