Lumbard & Kellner’s UnitedHealth UNH Stock Holding History

Lumbard & Kellner’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	$801K	Sell	1,928 -180	-9%	-$66.7K	0.24%	67
2026 Q1	$570K	Hold	2,108	–	–	0.2%	68
2025 Q4	$696K	Buy	2,108 +10	+0.5%	+$3.39K	0.24%	68
2025 Q3	$724K	Buy	2,098 +98	+5%	+$29.6K	0.27%	64
2025 Q2	$624K	Hold	2,000	–	–	0.27%	58
2025 Q1	$1.05M	Hold	2,000	–	–	0.46%	51
2024 Q4	$1.01M	Hold	2,000	–	–	0.43%	49
2024 Q3	$1.17M	Hold	2,000	–	–	0.52%	45
2024 Q2	$1.02M	Buy	+2,000	New	+$980K	0.48%	46

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 $3.37T AUM 44.26% 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

Lumbard & Kellner's UNH Position: Q2 2026 in Review

Lumbard & Kellner reduced its UnitedHealth (UNH) stake by 8.5% in Q2 2026, selling an estimated $66.7K and leaving 1,928 shares worth $801K. The position accounts for 0.24% of the portfolio, ranked #67.

Lumbard & Kellner first reported a position in UNH in Q2 2024 and has held it in 9 quarters since. The position peaked at $1.17M in Q3 2024. 3,377 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

Lumbard & Kellner held 1,928 shares of UnitedHealth worth $801K as of Q2 2026.
Lumbard & Kellner sold 180 UnitedHealth shares in Q2 2026, an estimated $66.7K.
UnitedHealth made up 0.24% of Lumbard & Kellner's portfolio in Q2 2026, its #67 holding.
Lumbard & Kellner first reported a position in UnitedHealth in Q2 2024 and has held it in 9 quarters since.
Lumbard & Kellner's UnitedHealth position peaked at $1.17M in Q3 2024.
3,377 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Lumbard & Kellner's 13F filing for Q2 2026, filed 6 Aug 2026.