D.B. Root & Company’s UnitedHealth UNH Stock Holding History

D.B. Root & Company’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 Q1	$308K	Sell	1,139 -258	-18%	-$76.8K	0.07%	153
2025 Q4	$461K	Sell	1,397 -653	-32%	-$221K	0.11%	113
2025 Q3	$708K	Buy	2,050 +356	+21%	+$108K	0.18%	84
2025 Q2	$528K	Buy	+1,694	New	+$647K	0.16%	101
2025 Q1	–	Sell	-447	Closed	-$226K	–	201
2024 Q4	$226K	Sell	447 -496	-53%	-$282K	0.07%	168
2024 Q3	$551K	Sell	943 -17	-2%	-$9.62K	0.18%	90
2024 Q2	$489K	Buy	960 +200	+26%	+$98K	0.17%	108
2024 Q1	$376K	Buy	+760	New	+$386K	0.13%	130
2019 Q3	–	Sell	-1,526	Closed	-$372K	–	202
2019 Q2	$372K	Sell	1,526 -175	-10%	-$42.1K	0.16%	149
2019 Q1	$421K	Sell	1,701 -11	-0.6%	-$2.81K	0.18%	136
2018 Q4	$426K	Hold	1,712	–	–	0.21%	122
2018 Q3	$455K	Hold	1,712	–	–	0.2%	131
2018 Q2	$420K	Buy	1,712 +130	+8%	+$31.2K	0.2%	141
2018 Q1	$339K	Sell	1,582 -41	-3%	-$9.36K	0.18%	148
2017 Q4	$358K	Buy	+1,623	New	+$344K	0.31%	78

Other funds holding UNH

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

D.B. Root & Company's UNH Position: Q1 2026 in Review

D.B. Root & Company reduced its UnitedHealth (UNH) stake by 18% in Q1 2026, selling an estimated $76.8K and leaving 1,139 shares worth $308K. The position accounts for 0.07% of the portfolio, ranked #153.

D.B. Root & Company first reported a position in UNH in Q4 2017 and has held it in 15 quarters since. The position peaked at $708K in Q3 2025. 3,019 funds tracked by Wall St. Rank hold UNH as of Q1 2026.

D.B. Root & Company held 1,139 shares of UnitedHealth worth $308K as of Q1 2026.
D.B. Root & Company sold 258 UnitedHealth shares in Q1 2026, an estimated $76.8K.
UnitedHealth made up 0.07% of D.B. Root & Company's portfolio in Q1 2026, its #153 holding.
D.B. Root & Company first reported a position in UnitedHealth in Q4 2017 and has held it in 15 quarters since.
D.B. Root & Company's UnitedHealth position peaked at $708K in Q3 2025.
3,019 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.

Based on D.B. Root & Company's 13F filing for Q1 2026, filed 13 May 2026.