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LRT Capital Management’s UnitedHealth UNH Stock Holding History

LRT Capital 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 		$3.2M Buy
7,706
+2,241
+41% +$831K 2.08% 20
2026
Q1 		$1.48M Sell
5,465
-247
-4% -$73.6K 1.38% 29
2025
Q4 		$1.89M Sell
5,712
-4,630
-45% -$1.57M 1.62% 22
2025
Q3 		$3.57M Sell
10,342
-631
-6% -$191K 2.37% 9
2025
Q2 		$3.42M Buy
10,973
+5,225
+91% +$2M 2.03% 15
2025
Q1 		$3.01M Buy
5,748
+2,321
+68% +$1.19M 2.06% 16
2024
Q4 		$1.73M Buy
3,427
+1,564
+84% +$889K 1.36% 31
2024
Q3 		$1.09M Buy
+1,863
New +$1.05M 1.01% 42

Other funds holding UNH

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

LRT Capital Management's UNH Position: Q2 2026 in Review

LRT Capital Management increased its UnitedHealth (UNH) stake by 41% in Q2 2026, buying an estimated $831K and bringing the position to 7,706 shares worth $3.2M. The position accounts for 2.08% of the portfolio, ranked #20.

LRT Capital Management first reported a position in UNH in Q3 2024 and has held it in 8 quarters since. The position peaked at $3.57M in Q3 2025. 3,387 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • LRT Capital Management held 7,706 shares of UnitedHealth worth $3.2M as of Q2 2026.
  • LRT Capital Management bought 2,241 UnitedHealth shares in Q2 2026, an estimated $831K.
  • UnitedHealth made up 2.08% of LRT Capital Management's portfolio in Q2 2026, its #20 holding.
  • LRT Capital Management first reported a position in UnitedHealth in Q3 2024 and has held it in 8 quarters since.
  • LRT Capital Management's UnitedHealth position peaked at $3.57M in Q3 2025.
  • 3,387 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on LRT Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.