LCM
UNH icon

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
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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

LRT Capital Management's UNH Position: Q1 2026 in Review

LRT Capital Management reduced its UnitedHealth (UNH) stake by 4.3% in Q1 2026, selling an estimated $73.6K and leaving 5,465 shares worth $1.48M. The position accounts for 1.38% of the portfolio, ranked #29.

LRT Capital Management first reported a position in UNH in Q3 2024 and has held it in 7 quarters since. The position peaked at $3.57M in Q3 2025. 3,024 funds tracked by Wall St. Rank hold UNH as of Q1 2026.

  • LRT Capital Management held 5,465 shares of UnitedHealth worth $1.48M as of Q1 2026.
  • LRT Capital Management sold 247 UnitedHealth shares in Q1 2026, an estimated $73.6K.
  • UnitedHealth made up 1.38% of LRT Capital Management's portfolio in Q1 2026, its #29 holding.
  • LRT Capital Management first reported a position in UnitedHealth in Q3 2024 and has held it in 7 quarters since.
  • LRT Capital Management's UnitedHealth position peaked at $3.57M in Q3 2025.
  • 3,024 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.

Based on LRT Capital Management's 13F filing for Q1 2026, filed 15 May 2026.