SEC 13F Intelligence

London & Capital Asset Management Ltd / UNH

London & Capital Asset Management Ltd’s Unitedhealth Group Inc Position

Does London & Capital Asset Management Ltd own Unitedhealth Group Inc (UNH)? Yes — 880.6K shares worth $238M (+2.59% of its 13F portfolio) as of Q1 2026, down from 939.0K shares the prior filed quarter.

Position Value
$238M
Q1 2026
Shares
880.6K
% of Portfolio
+2.59%
Quarters Held
7
currently held

Position History UNH

Reported value by quarter
Q2 ’20: $510,000Q2 ’20Q4 ’24: $28MQ4 ’24Q1 ’25: $46MQ1 ’25Q2 ’25: $37MQ2 ’25Q3 ’25: $43MQ3 ’25Q4 ’25: $310MQ4 ’25Q1 ’26: $238MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 2026880.6K$238M+2.59%
Q4 2025939.0K$310M+3.21%
Q3 2025125.1K$43M+3.09%
Q2 2025118.5K$37M+2.80%
Q1 202587.4K$46M+3.92%
Q4 202456.1K$28M+2.42%
Q2 20201.7K$510,000+0.09%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See London & Capital Asset Management Ltd’s full portfolio or all institutional holders of UNH.