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London Company of Virginia’s UnitedHealth UNH Stock Holding History

London Company of Virginia’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 		$142M Sell
524,146
-58,695
-10% -$17.5M 0.87% 45
2025
Q4 		$192M Sell
582,841
-52,672
-8% -$17.8M 1.11% 37
2025
Q3 		$219M Buy
+635,513
New +$192M 1.21% 34

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 $733B AUM 35.63% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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 $645B AUM 30.41% 1-Year Est. Return

London Company of Virginia's UNH Position: Q1 2026 in Review

London Company of Virginia reduced its UnitedHealth (UNH) stake by 10% in Q1 2026, selling an estimated $17.5M and leaving 524,146 shares worth $142M. The position accounts for 0.87% of the portfolio, ranked #45.

London Company of Virginia first reported a position in UNH in Q3 2025 and has held it in 3 quarters since. The position peaked at $219M in Q3 2025. 3,033 funds tracked by Wall St. Rank hold UNH as of Q1 2026.

  • London Company of Virginia held 524,146 shares of UnitedHealth worth $142M as of Q1 2026.
  • London Company of Virginia sold 58,695 UnitedHealth shares in Q1 2026, an estimated $17.5M.
  • UnitedHealth made up 0.87% of London Company of Virginia's portfolio in Q1 2026, its #45 holding.
  • London Company of Virginia first reported a position in UnitedHealth in Q3 2025 and has held it in 3 quarters since.
  • London Company of Virginia's UnitedHealth position peaked at $219M in Q3 2025.
  • 3,033 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.

Based on London Company of Virginia's 13F filing for Q1 2026, filed 15 May 2026.