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B. Riley Wealth Advisors’s UnitedHealth UNH Stock Holding History

B. Riley Wealth Advisors’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 		$4.96M Buy
11,819
+516
+5% +$191K 0.27% 90
2026
Q1 		$2.96M Sell
11,303
-3,661
-24% -$1.09M 0.19% 121
2025
Q4 		$4.94M Buy
14,964
+626
+4% +$212K 0.23% 95
2025
Q3 		$4.95M Sell
14,338
-536
-4% -$162K 0.23% 89
2025
Q2 		$4.64M Buy
+14,874
New +$5.68M 0.22% 100
2024
Q4 		$15.9M Sell
31,405
-6,820
-18% -$3.88M 0.52% 28
2024
Q3 		$22.5M Sell
38,225
-4,115
-10% -$2.33M 0.62% 20
2024
Q2 		$21.6M Sell
42,340
-13,355
-24% -$6.55M 0.55% 26
2024
Q1 		$28.1M Buy
55,695
+7,198
+15% +$3.66M 0.76% 14
2023
Q4 		$25.5M Sell
48,497
-7,198
-13% -$3.84M 0.69% 20
2023
Q3 		$28.1M Buy
55,695
+5,074
+10% +$2.5M 0.76% 14
2023
Q2 		$24.3M Buy
50,621
+2,215
+5% +$1.08M 0.55% 32
2023
Q1 		$22.9M Sell
48,406
-5,598
-10% -$2.7M 0.61% 26
2022
Q4 		$28.6M Buy
54,004
+1,775
+3% +$940K 0.8% 14
2022
Q3 		$26.4M Buy
52,229
+12,209
+31% +$6.42M 0.8% 14
2022
Q2 		$20.6M Sell
40,020
-1,451
-3% -$729K 0.87% 14
2022
Q1 		$21.2M Sell
41,471
-2,341
-5% -$1.13M 0.69% 18
2021
Q4 		$22M Buy
43,812
+1,158
+3% +$524K 0.63% 20
2021
Q3 		$16.7M Buy
42,654
+401
+0.9% +$166K 0.53% 29
2021
Q2 		$16.8M Buy
42,253
+4,433
+12% +$1.77M 0.55% 28
2021
Q1 		$14M Buy
37,820
+6,156
+19% +$2.13M 0.49% 33
2020
Q4 		$11.1M Sell
31,664
-1,553
-5% -$521K 0.59% 34
2020
Q3 		$10.2M Buy
33,217
+4,185
+14% +$1.29M 0.55% 39
2020
Q2 		$8.56M Sell
29,032
-846
-3% -$242K 0.57% 34
2020
Q1 		$7.45M Buy
29,878
+7,771
+35% +$2.14M 0.64% 29
2019
Q4 		$6.49M Buy
22,107
+2,409
+12% +$630K 0.55% 38
2019
Q3 		$4.28M Buy
19,698
+3,593
+22% +$867K 0.42% 47
2019
Q2 		$3.93M Buy
16,105
+2,078
+15% +$500K 0.43% 50
2019
Q1 		$3.47M Buy
14,027
+991
+8% +$253K 0.43% 53
2018
Q4 		$3.25M Buy
13,036
+1,988
+18% +$525K 0.46% 50
2018
Q3 		$2.94M Buy
11,048
+743
+7% +$193K 0.35% 62
2018
Q2 		$2.53M Buy
10,305
+1,095
+12% +$263K 0.33% 63
2018
Q1 		$1.97M Sell
9,210
-1,502
-14% -$343K 0.28% 88
2017
Q4 		$2.37M Buy
10,712
+422
+4% +$89.4K 0.32% 82
2017
Q3 		$2.02M Buy
10,290
+1,006
+11% +$194K 0.34% 82
2017
Q2 		$1.72M Buy
9,284
+1,295
+16% +$227K 0.31% 91
2017
Q1 		$1.31M Buy
7,989
+144
+2% +$23.6K 0.26% 100
2016
Q4 		$1.26M Buy
7,845
+503
+7% +$75.1K 0.26% 103
2016
Q3 		$1.03M Buy
7,342
+158
+2% +$22.1K 0.2% 130
2016
Q2 		$1.02M Sell
7,184
-1,346
-16% -$179K 0.2% 132
2016
Q1 		$1.1M Sell
8,530
-191
-2% -$22.6K 0.25% 94
2015
Q4 		$1.03M Sell
8,721
-3,719
-30% -$435K 0.21% 126
2015
Q3 		$1.45M Buy
12,440
+3,691
+42% +$442K 0.35% 66
2015
Q2 		$1.07M Buy
8,749
+3,464
+66% +$410K 0.27% 94
2015
Q1 		$625K Sell
5,285
-1,494
-22% -$166K 0.15% 175
2014
Q4 		$2.79K Buy
6,779
+2,180
+47% +$207K 0.06% 428
2014
Q3 		$397K Sell
4,599
-3,485
-43% -$295K 0.1% 262
2014
Q2 		$285K Buy
8,084
+3,633
+82% +$286K 0.07% 329
2014
Q1 		$365K Buy
4,451
+1,065
+31% +$80.2K 0.11% 216
2013
Q4 		$255K Buy
3,386
+988
+41% +$71K 0.08% 279
2013
Q3 		$172K Buy
+2,398
New +$172K 0.06% 388

Other funds holding UNH

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
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
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return

B. Riley Wealth Advisors's UNH Position: Q2 2026 in Review

B. Riley Wealth Advisors increased its UnitedHealth (UNH) stake by 4.6% in Q2 2026, buying an estimated $191K and bringing the position to 11,819 shares worth $4.96M. The position accounts for 0.27% of the portfolio, ranked #90.

B. Riley Wealth Advisors first reported a position in UNH in Q3 2013 and has held it in 51 quarters since. The position peaked at $28.6M in Q4 2022. 1,154 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • B. Riley Wealth Advisors held 11,819 shares of UnitedHealth worth $4.96M as of Q2 2026.
  • B. Riley Wealth Advisors bought 516 UnitedHealth shares in Q2 2026, an estimated $191K.
  • UnitedHealth made up 0.27% of B. Riley Wealth Advisors's portfolio in Q2 2026, its #90 holding.
  • B. Riley Wealth Advisors first reported a position in UnitedHealth in Q3 2013 and has held it in 51 quarters since.
  • B. Riley Wealth Advisors's UnitedHealth position peaked at $28.6M in Q4 2022.
  • 1,154 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on B. Riley Wealth Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.