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 Q2	$5.95M	Sell	14,325 -52	-0.4%	-$19.3K	0.34%	45
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 $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Frank Rimerman Advisors's UNH Position: Q2 2026 in Review

Frank Rimerman Advisors reduced its UnitedHealth (UNH) stake by 0.36% in Q2 2026, selling an estimated $19.3K and leaving 14,325 shares worth $5.95M. The position accounts for 0.34% of the portfolio, ranked #45.

Frank Rimerman Advisors first reported a position in UNH in Q4 2020 and has held it in 17 quarters since. The position peaked at $9.42M in Q3 2024. 3,378 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

Frank Rimerman Advisors held 14,325 shares of UnitedHealth worth $5.95M as of Q2 2026.
Frank Rimerman Advisors sold 52 UnitedHealth shares in Q2 2026, an estimated $19.3K.
UnitedHealth made up 0.34% of Frank Rimerman Advisors's portfolio in Q2 2026, its #45 holding.
Frank Rimerman Advisors first reported a position in UnitedHealth in Q4 2020 and has held it in 17 quarters since.
Frank Rimerman Advisors's UnitedHealth position peaked at $9.42M in Q3 2024.
3,378 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Frank Rimerman Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.