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Lynx Investment Advisory’s UnitedHealth UNH Stock Holding History

Lynx Investment Advisory’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 		$576K Buy
+1,385
New +$513K 0.19% 129
2025
Q4 		– Sell
-728
Closed -$251K – 172
2025
Q3 		$251K Sell
728
-51
-7% -$15.4K 0.15% 134
2025
Q2 		$243K Sell
779
-94
-11% -$35.9K 0.16% 135
2025
Q1 		$457K Sell
873
-7
-0.8% -$3.58K 0.3% 73
2024
Q4 		$445K Hold
880
– – 0.3% 79
2024
Q3 		$514K Buy
880
+59
+7% +$33.4K 0.37% 64
2024
Q2 		$418K Buy
+821
New +$402K 0.31% 66

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

Lynx Investment Advisory's UNH Position: Q2 2026 in Review

Lynx Investment Advisory opened a new position in UnitedHealth (UNH) in Q2 2026: 1,385 shares worth $576K. The stake represents 0.19% of the portfolio and ranks #129 among its holdings. This is a return to the name: Lynx Investment Advisory previously reported a position in UNH as recently as Q3 2025.

Lynx Investment Advisory first reported a position in UNH in Q2 2024 and has held it in 7 quarters since. 1,385 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • Lynx Investment Advisory held 1,385 shares of UnitedHealth worth $576K as of Q2 2026.
  • UnitedHealth was a new Lynx Investment Advisory position in Q2 2026.
  • UnitedHealth made up 0.19% of Lynx Investment Advisory's portfolio in Q2 2026, its #129 holding.
  • Lynx Investment Advisory first reported a position in UnitedHealth in Q2 2024 and has held it in 7 quarters since.
  • 1,385 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Lynx Investment Advisory's 13F filing for Q2 2026, filed 27 Jul 2026.