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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
Q2 		$532K Buy
1,280
+141
+12% +$52.3K 0.11% 122
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
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

D.B. Root & Company's UNH Position: Q2 2026 in Review

D.B. Root & Company increased its UnitedHealth (UNH) stake by 12% in Q2 2026, buying an estimated $52.3K and bringing the position to 1,280 shares worth $532K. The position accounts for 0.11% of the portfolio, ranked #122.

D.B. Root & Company first reported a position in UNH in Q4 2017 and has held it in 16 quarters since. The position peaked at $708K in Q3 2025. 3,378 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • D.B. Root & Company held 1,280 shares of UnitedHealth worth $532K as of Q2 2026.
  • D.B. Root & Company bought 141 UnitedHealth shares in Q2 2026, an estimated $52.3K.
  • UnitedHealth made up 0.11% of D.B. Root & Company's portfolio in Q2 2026, its #122 holding.
  • D.B. Root & Company first reported a position in UnitedHealth in Q4 2017 and has held it in 16 quarters since.
  • D.B. Root & Company's UnitedHealth position peaked at $708K in Q3 2025.
  • 3,378 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on D.B. Root & Company's 13F filing for Q2 2026, filed 13 Aug 2026.