Luther King Capital Management (LKCM)’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $1.75M | Sell |
6,452
-3,020
| -32% | -$899K | 0.01% | 358 |
|
|
2025
Q4 | $3.13M | Sell |
9,472
-3,831
| -29% | -$1.3M | 0.01% | 306 |
|
|
2025
Q3 | $4.59M | Sell |
13,303
-18,381
| -58% | -$5.56M | 0.02% | 258 |
|
|
2025
Q2 | $9.88M | Sell |
31,684
-86,080
| -73% | -$32.9M | 0.04% | 169 |
|
|
2025
Q1 | $61.7M | Sell |
117,764
-72,863
| -38% | -$37.2M | 0.28% | 81 |
|
|
2024
Q4 | $96.4M | Sell |
190,627
-2,978
| -2% | -$1.69M | 0.42% | 59 |
|
|
2024
Q3 | $113M | Buy |
193,605
+14,537
| +8% | +$8.22M | 0.49% | 57 |
|
|
2024
Q2 | $91.2M | Buy |
179,068
+9,477
| +6% | +$4.64M | 0.41% | 62 |
|
|
2024
Q1 | $83.9M | Buy |
169,591
+72,278
| +74% | +$36.7M | 0.38% | 67 |
|
|
2023
Q4 | $51.2M | Buy |
97,313
+57,170
| +142% | +$30.5M | 0.25% | 87 |
|
|
2023
Q3 | $20.2M | Buy |
40,143
+8,981
| +29% | +$4.42M | 0.11% | 120 |
|
|
2023
Q2 | $15M | Buy |
31,162
+18
| +0.1% | +$8.8K | 0.07% | 129 |
|
|
2023
Q1 | $14.7M | Buy |
31,144
+331
| +1% | +$160K | 0.08% | 127 |
|
|
2022
Q4 | $16.3M | Buy |
30,813
+599
| +2% | +$317K | 0.09% | 122 |
|
|
2022
Q3 | $15.3M | Buy |
30,214
+3,600
| +14% | +$1.89M | 0.09% | 123 |
|
|
2022
Q2 | $13.7M | Buy |
26,614
+10,723
| +67% | +$5.39M | 0.08% | 132 |
|
|
2022
Q1 | $8.1M | Buy |
15,891
+1,873
| +13% | +$903K | 0.04% | 158 |
|
|
2021
Q4 | $7.04M | Buy |
14,018
+570
| +4% | +$258K | 0.03% | 170 |
|
|
2021
Q3 | $5.25M | Sell |
13,448
-889
| -6% | -$368K | 0.03% | 203 |
|
|
2021
Q2 | $5.74M | Buy |
14,337
+294
| +2% | +$117K | 0.03% | 197 |
|
|
2021
Q1 | $5.22M | Sell |
14,043
-179
| -1% | -$62K | 0.03% | 191 |
|
|
2020
Q4 | $4.99M | Sell |
14,222
-449
| -3% | -$151K | 0.03% | 183 |
|
|
2020
Q3 | $4.57M | Buy |
14,671
+25
| +0.2% | +$7.68K | 0.03% | 177 |
|
|
2020
Q2 | $4.32M | Sell |
14,646
-43
| -0.3% | -$12.3K | 0.03% | 175 |
|
|
2020
Q1 | $3.66M | Sell |
14,689
-136
| -0.9% | -$37.4K | 0.03% | 177 |
|
|
2019
Q4 | $4.36M | Buy |
14,825
+2,165
| +17% | +$566K | 0.03% | 189 |
|
|
2019
Q3 | $2.75M | Buy |
12,660
+1,390
| +12% | +$335K | 0.02% | 236 |
|
|
2019
Q2 | $2.75M | Sell |
11,270
-564
| -5% | -$136K | 0.02% | 236 |
|
|
2019
Q1 | $2.93M | Sell |
11,834
-167
| -1% | -$42.6K | 0.02% | 228 |
|
|
2018
Q4 | $2.99M | Buy |
12,001
+796
| +7% | +$210K | 0.03% | 214 |
|
|
2018
Q3 | $2.98M | Sell |
11,205
-71
| -0.6% | -$18.5K | 0.02% | 248 |
|
|
2018
Q2 | $2.77M | Sell |
11,276
-230
| -2% | -$55.2K | 0.02% | 255 |
|
|
2018
Q1 | $2.46M | Sell |
11,506
-25,826
| -69% | -$5.9M | 0.02% | 263 |
|
|
2017
Q4 | $8.23M | Buy |
37,332
+24,965
| +202% | +$5.29M | 0.07% | 156 |
|
|
2017
Q3 | $2.42M | Sell |
12,367
-2,452
| -17% | -$474K | 0.02% | 269 |
|
|
2017
Q2 | $2.75M | Sell |
14,819
-469
| -3% | -$82.2K | 0.02% | 259 |
|
|
2017
Q1 | $2.51M | Sell |
15,288
-475
| -3% | -$77.8K | 0.02% | 272 |
|
|
2016
Q4 | $2.52M | Buy |
15,763
+37
| +0.2% | +$5.53K | 0.02% | 270 |
|
|
2016
Q3 | $2.2M | Buy |
15,726
+2,045
| +15% | +$286K | 0.02% | 282 |
|
|
2016
Q2 | $1.93M | Sell |
13,681
-1,650
| -11% | -$220K | 0.02% | 296 |
|
|
2016
Q1 | $1.98M | Sell |
15,331
-392
| -2% | -$46.4K | 0.02% | 292 |
|
|
2015
Q4 | $1.85M | Buy |
15,723
+2,978
| +23% | +$348K | 0.02% | 308 |
|
|
2015
Q3 | $1.48M | Sell |
12,745
-350
| -3% | -$41.9K | 0.01% | 322 |
|
|
2015
Q2 | $1.6M | Sell |
13,095
-975
| -7% | -$115K | 0.01% | 323 |
|
|
2015
Q1 | $1.66M | Sell |
14,070
-155
| -1% | -$17.2K | 0.01% | 318 |
|
|
2014
Q4 | $1.44M | Hold |
14,225
| – | – | 0.01% | 339 |
|
|
2014
Q3 | $1.23M | Sell |
14,225
-360
| -2% | -$30.4K | 0.01% | 357 |
|
|
2014
Q2 | $1.19M | Sell |
14,585
-4,319
| -23% | -$340K | 0.01% | 356 |
|
|
2014
Q1 | $1.55M | Sell |
18,904
-1,148
| -6% | -$86.4K | 0.01% | 339 |
|
|
2013
Q4 | $1.51M | Sell |
20,052
-7,915
| -28% | -$569K | 0.01% | 349 |
|
|
2013
Q3 | $2M | Buy |
27,967
+1,222
| +5% | +$87.5K | 0.02% | 340 |
|
|
2013
Q2 | $1.75M | Buy |
+26,745
| New | +$1.66M | 0.02% | 348 |
|
Other funds holding UNH
VCM
VPM
Luther King Capital Management (LKCM)'s UNH Position: Q1 2026 in Review
Luther King Capital Management (LKCM) reduced its UnitedHealth (UNH) stake by 32% in Q1 2026, selling an estimated $899K and leaving 6,452 shares worth $1.75M. The position accounts for 0.01% of the portfolio, ranked #358.
Luther King Capital Management (LKCM) first reported a position in UNH in Q2 2013 and has held it in 52 quarters since. The position peaked at $113M in Q3 2024. 3,021 funds tracked by Wall St. Rank hold UNH as of Q1 2026.
- Luther King Capital Management (LKCM) held 6,452 shares of UnitedHealth worth $1.75M as of Q1 2026.
- Luther King Capital Management (LKCM) sold 3,020 UnitedHealth shares in Q1 2026, an estimated $899K.
- UnitedHealth made up 0.01% of Luther King Capital Management (LKCM)'s portfolio in Q1 2026, its #358 holding.
- Luther King Capital Management (LKCM) first reported a position in UnitedHealth in Q2 2013 and has held it in 52 quarters since.
- Luther King Capital Management (LKCM)'s UnitedHealth position peaked at $113M in Q3 2024.
- 3,021 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.
Based on Luther King Capital Management (LKCM)'s 13F filing for Q1 2026, filed 11 May 2026.