Frank Rimerman Advisors’s UnitedHealth UNH Stock Holding History

Frank Rimerman 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 Q1	$3.89M	Buy	14,377 +292	+2%	+$87K	0.26%	65
2025 Q4	$4.65M	Buy	14,085 +835	+6%	+$283K	0.29%	54
2025 Q3	$4.58M	Buy	13,250 +4,271	+48%	+$1.29M	0.29%	54
2025 Q2	$2.8M	Sell	8,979 -6,198	-41%	-$2.37M	0.19%	84
2025 Q1	$7.95M	Sell	15,177 -1,686	-10%	-$862K	0.63%	22
2024 Q4	$8.53M	Buy	16,863 +759	+5%	+$431K	0.62%	22
2024 Q3	$9.42M	Buy	16,104 +1,355	+9%	+$766K	0.67%	22
2024 Q2	$7.51M	Buy	14,749 +14,725	+61,354%	+$7.22M	0.53%	24
2024 Q1	$11.9K	Hold	24	–	–	﹤0.01%	168
2023 Q4	$12.6K	Buy	+24	New	+$12.8K	﹤0.01%	164
2022 Q2	–	Sell	-638	Closed	-$325K	–	126
2022 Q1	$325K	Buy	638 +14	+2%	+$6.75K	0.1%	100
2021 Q4	$313K	Hold	624	–	–	0.11%	96
2021 Q3	$244K	Sell	624 -184	-23%	-$76.2K	0.09%	98
2021 Q2	$324K	Hold	808	–	–	0.13%	64
2021 Q1	$301K	Hold	808	–	–	0.13%	66
2020 Q4	$283K	Buy	+808	New	+$271K	0.13%	74

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

Frank Rimerman Advisors's UNH Position: Q1 2026 in Review

Frank Rimerman Advisors increased its UnitedHealth (UNH) stake by 2.1% in Q1 2026, buying an estimated $87K and bringing the position to 14,377 shares worth $3.89M. The position accounts for 0.26% of the portfolio, ranked #65.

Frank Rimerman Advisors first reported a position in UNH in Q4 2020 and has held it in 16 quarters since. The position peaked at $9.42M in Q3 2024. 3,019 funds tracked by Wall St. Rank hold UNH as of Q1 2026.

Frank Rimerman Advisors held 14,377 shares of UnitedHealth worth $3.89M as of Q1 2026.
Frank Rimerman Advisors bought 292 UnitedHealth shares in Q1 2026, an estimated $87K.
UnitedHealth made up 0.26% of Frank Rimerman Advisors's portfolio in Q1 2026, its #65 holding.
Frank Rimerman Advisors first reported a position in UnitedHealth in Q4 2020 and has held it in 16 quarters since.
Frank Rimerman Advisors's UnitedHealth position peaked at $9.42M in Q3 2024.
3,019 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.

Based on Frank Rimerman Advisors's 13F filing for Q1 2026, filed 29 Apr 2026.