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LRI Investments’s UnitedHealth UNH Stock Holding History

LRI Investments’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 		$1.12M Buy
19,360
+35
+0.2% +$13K 0.09% 117
2026
Q1 		$725K Buy
19,325
+520
+3% +$155K 0.06% 139
2025
Q4 		$709K Buy
18,805
+278
+2% +$94.2K 0.06% 142
2025
Q3 		$645K Buy
18,527
+233
+1% +$70.5K 0.05% 159
2025
Q2 		$511K Sell
18,294
-454
-2% -$174K 0.04% 177
2025
Q1 		$1.09M Buy
18,748
+105
+0.6% +$53.7K 0.1% 96
2024
Q4 		$995K Buy
18,643
+85
+0.5% +$48.3K 0.1% 82
2024
Q3 		$1.11M Buy
18,558
+16,910
+1,026% +$9.56M 0.11% 79
2024
Q2 		$839K Sell
1,648
-71
-4% -$34.8K 0.1% 75
2024
Q1 		$850K Buy
+1,719
New +$874K 0.21% 53

Other funds holding UNH

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
PAM
PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
ECSS
Eurizon Capital SGR SpA Milan $37.3B AUM

LRI Investments's UNH Position: Q2 2026 in Review

LRI Investments increased its UnitedHealth (UNH) stake by 0.18% in Q2 2026, buying an estimated $13K and bringing the position to 19,360 shares worth $1.12M. The position accounts for 0.09% of the portfolio, ranked #117.

LRI Investments first reported a position in UNH in Q1 2024 and has held it in 10 quarters since. 1,466 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • LRI Investments held 19,360 shares of UnitedHealth worth $1.12M as of Q2 2026.
  • LRI Investments bought 35 UnitedHealth shares in Q2 2026, an estimated $13K.
  • UnitedHealth made up 0.09% of LRI Investments's portfolio in Q2 2026, its #117 holding.
  • LRI Investments first reported a position in UnitedHealth in Q1 2024 and has held it in 10 quarters since.
  • 1,466 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on LRI Investments's 13F filing for Q2 2026, filed 14 Jul 2026.