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UNH icon

LMR Partners’s UnitedHealth UNH Stock Holding History

LMR 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 		$77.2M Sell
185,800
-227,400
-55% -$84.3M 0.29% 68
2026
Q1 		$112M Sell
413,200
-57,100
-12% -$17M 0.25% 40
2025
Q4 		$155M Buy
470,300
+136,200
+41% +$46.2M 0.29% 22
2025
Q3 		$115M Buy
334,100
+59,000
+21% +$17.8M 0.51% 28
2025
Q2 		$85.8M Buy
275,100
+272,400
+10,089% +$104M 0.61% 24
2025
Q1 		$1.41M Sell
2,700
-6,300
-70% -$3.22M 0.01% 720
2024
Q4 		$4.55M Buy
9,000
+5,200
+137% +$2.95M 0.04% 411
2024
Q3 		$2.22M Sell
3,800
-4,700
-55% -$2.66M 0.02% 577
2024
Q2 		$4.33M Sell
8,500
-2,100
-20% -$1.03M 0.04% 363
2024
Q1 		$5.24M Buy
10,600
+3,000
+39% +$1.53M 0.05% 312
2023
Q4 		$4M Hold
7,600
– – 0.05% 355
2023
Q3 		$3.83M Buy
+7,600
New +$3.74M 0.04% 292

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 $3.37T AUM 44.26% 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

LMR Partners's UNH Position: Q2 2026 in Review

LMR Partners reduced its UnitedHealth (UNH) stake by 94% in Q2 2026, selling an estimated $50.5M and leaving 9,215 shares worth $3.83M. The position accounts for 0.01% of the portfolio, ranked #731.

LMR Partners first reported a position in UNH in Q3 2014 and has held it in 33 quarters since. The position peaked at $39.4M in Q1 2026. 3,378 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • LMR Partners held 9,215 shares of UnitedHealth worth $3.83M as of Q2 2026.
  • LMR Partners sold 136,264 UnitedHealth shares in Q2 2026, an estimated $50.5M.
  • UnitedHealth made up 0.01% of LMR Partners's portfolio in Q2 2026, its #731 holding.
  • LMR Partners first reported a position in UnitedHealth in Q3 2014 and has held it in 33 quarters since.
  • LMR Partners's UnitedHealth position peaked at $39.4M in Q1 2026.
  • 3,378 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on LMR Partners's 13F filing for Q2 2026, filed 14 Aug 2026.