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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 		$10.8M Sell
40,000
-10,000
-20% -$2.98M 1.13% 19
2025
Q4 		$16.5M Hold
50,000
– – 1.53% 15
2025
Q3 		$17.3M Hold
50,000
– – 1.16% 16
2025
Q2 		$15.6M Buy
+50,000
New +$19.1M 1.19% 18

Other funds holding UNH

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T 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
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 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. 3,034 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.
  • 3,034 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.