BRWA
UNH icon

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 		$105K Sell
251
-14,749
-98% -$5.47M 0.01% 835
2026
Q1 		$39.3K Buy
+15,000
New +$4.47M ﹤0.01% 840

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.