Lombard Odier Asset Management (USA)’s UnitedHealth UNH Stock Holding History

Lombard Odier Asset Management (USA)’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	–	Sell	-4,275	Closed	-$1.27M	–	345
2025 Q4	$1.41M	Sell	4,275 -2,859	-40%	-$969K	0.13%	102
2025 Q3	$2.46M	Buy	+7,134	New	+$2.16M	0.17%	101
2024 Q2	–	Sell	-1,936	Closed	-$958K	–	414
2024 Q1	$958K	Buy	+1,936	New	+$984K	0.02%	192
2020 Q3	–	Sell	-4,200	Closed	-$1.24M	–	301
2020 Q2	$1.24M	Buy	+4,200	New	+$1.2M	0.09%	169
2019 Q2	–	Sell	-10,000	Closed	-$2.47M	–	297
2019 Q1	$2.47M	Sell	10,000 -20,000	-67%	-$5.1M	0.2%	108
2018 Q4	$7.47M	Buy	+30,000	New	+$7.92M	0.59%	57
2018 Q3	–	Sell	-30,000	Closed	-$7.36M	–	301
2018 Q2	$7.36M	Buy	30,000 +12,200	+69%	+$2.93M	0.48%	54
2018 Q1	$3.81M	Buy	17,800 +1,538	+9%	+$351K	0.27%	96
2017 Q4	$3.58M	Buy	+16,262	New	+$3.45M	0.27%	104
2013 Q3	–	Sell	-70,000	Closed	-$4.58M	–	195
2013 Q2	$4.58M	Buy	+70,000	New	+$4.36M	0.26%	89

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

Lombard Odier Asset Management (USA)'s UNH Position: Q1 2026 in Review

Lombard Odier Asset Management (USA) sold out of UnitedHealth (UNH) in Q1 2026, closing a stake of 4,275 shares — an estimated $1.27M sold.

Lombard Odier Asset Management (USA) first reported a position in UNH in Q2 2013 and held it in 10 quarters. The position peaked at $7.47M in Q4 2018. 3,024 funds tracked by Wall St. Rank hold UNH as of Q1 2026.

Lombard Odier Asset Management (USA) reported no remaining UnitedHealth position as of Q1 2026 after selling out during the quarter.
Lombard Odier Asset Management (USA) sold 4,275 UnitedHealth shares in Q1 2026, an estimated $1.27M.
Lombard Odier Asset Management (USA) first reported a position in UnitedHealth in Q2 2013 and held it in 10 quarters.
Lombard Odier Asset Management (USA)'s UnitedHealth position peaked at $7.47M in Q4 2018.
3,024 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.

Based on Lombard Odier Asset Management (USA)'s 13F filing for Q1 2026, filed 15 May 2026.