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 Q1	$1.35M	Sell	5,000 -1,000	-17%	-$298K	﹤0.01%	915
2025 Q4	$1.98M	Buy	6,000 +5,000	+500%	+$1.69M	﹤0.01%	817
2025 Q3	$345K	Hold	1,000	–	–	﹤0.01%	1145
2025 Q2	$312K	Sell	1,000 -1,600	-62%	-$612K	﹤0.01%	1048
2025 Q1	$1.36M	Sell	2,600 -12,000	-82%	-$6.13M	0.01%	725
2024 Q4	$7.39M	Buy	14,600 +4,100	+39%	+$2.33M	0.06%	304
2024 Q3	$6.14M	Buy	10,500 +4,700	+81%	+$2.66M	0.05%	313
2024 Q2	$2.95M	Sell	5,800 -2,200	-28%	-$1.08M	0.02%	455
2024 Q1	$3.96M	Sell	8,000 -900	-10%	-$458K	0.04%	393
2023 Q4	$4.69M	Hold	8,900	–	–	0.05%	323
2023 Q3	$4.49M	Buy	8,900 +8,000	+889%	+$3.94M	0.05%	269
2023 Q2	$433K	Buy	+900	New	+$440K	﹤0.01%	507

Other funds holding UNH

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

LMR Partners's UNH Position: Q1 2026 in Review

LMR Partners increased its UnitedHealth (UNH) stake by 939% in Q1 2026, buying an estimated $39.2M and bringing the position to 145,479 shares worth $39.4M. The position accounts for 0.09% of the portfolio, ranked #125.

LMR Partners first reported a position in UNH in Q3 2014 and has held it in 32 quarters since. 3,020 funds tracked by Wall St. Rank hold UNH as of Q1 2026.

LMR Partners held 145,479 shares of UnitedHealth worth $39.4M as of Q1 2026.
LMR Partners bought 131,479 UnitedHealth shares in Q1 2026, an estimated $39.2M.
UnitedHealth made up 0.09% of LMR Partners's portfolio in Q1 2026, its #125 holding.
LMR Partners first reported a position in UnitedHealth in Q3 2014 and has held it in 32 quarters since.
3,020 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.

Based on LMR Partners's 13F filing for Q1 2026, filed 15 May 2026.