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	$10.4M	Buy	25,000 +20,000	+400%	+$7.41M	0.04%	405
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 $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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.