London & Capital Asset Management’s UnitedHealth UNH Stock Holding History

London & Capital Asset Management’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	$350M	Sell	842,562 -38,032	-4%	-$14.1M	3.21%	14
2026 Q1	$238M	Sell	880,594 -58,359	-6%	-$17.4M	2.59%	19
2025 Q4	$310M	Buy	938,953 +813,833	+650%	+$276M	3.21%	17
2025 Q3	$43.2M	Buy	125,120 +6,626	+6%	+$2M	3.09%	12
2025 Q2	$37M	Buy	118,494 +31,101	+36%	+$11.9M	2.8%	11
2025 Q1	$45.8M	Buy	87,393 +31,304	+56%	+$16M	3.92%	7
2024 Q4	$28.4M	Buy	+56,089	New	+$31.9M	2.42%	10
2020 Q3	–	Sell	-1,729	Closed	-$510K	–	102
2020 Q2	$510K	Buy	+1,729	New	+$495K	0.09%	66

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 $3.38T AUM 44.17% 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

London & Capital Asset Management's UNH Position: Q2 2026 in Review

London & Capital Asset Management reduced its UnitedHealth (UNH) stake by 4.3% in Q2 2026, selling an estimated $14.1M and leaving 842,562 shares worth $350M. The position accounts for 3.21% of the portfolio, ranked #14.

London & Capital Asset Management first reported a position in UNH in Q2 2020 and has held it in 8 quarters since. 3,396 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

London & Capital Asset Management held 842,562 shares of UnitedHealth worth $350M as of Q2 2026.
London & Capital Asset Management sold 38,032 UnitedHealth shares in Q2 2026, an estimated $14.1M.
UnitedHealth made up 3.21% of London & Capital Asset Management's portfolio in Q2 2026, its #14 holding.
London & Capital Asset Management first reported a position in UnitedHealth in Q2 2020 and has held it in 8 quarters since.
3,396 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on London & Capital Asset Management's 13F filing for Q2 2026, filed 12 Aug 2026.