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R.H. Investment Group’s UnitedHealth UNH Stock Holding History

R.H. Investment Group’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 		$2.78M Buy
9,089
+985
+12% +$293K 2.14% 21
2025
Q4 		$2.68M Buy
8,104
+300
+4% +$102K 2.24% 21
2025
Q3 		$2.69M Buy
7,804
+655
+9% +$198K 2.34% 21
2025
Q2 		$2.23M Buy
7,149
+30
+0.4% +$11.5K 2.04% 23
2025
Q1 		$3.73M Buy
7,119
+234
+3% +$120K 3.59% 17
2024
Q4 		$3.48M Buy
+6,885
New +$3.91M 3.28% 20

Other funds holding UNH

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

R.H. Investment Group's UNH Position: Q1 2026 in Review

R.H. Investment Group increased its UnitedHealth (UNH) stake by 12% in Q1 2026, buying an estimated $293K and bringing the position to 9,089 shares worth $2.78M. The position accounts for 2.14% of the portfolio, ranked #21.

R.H. Investment Group first reported a position in UNH in Q4 2024 and has held it in 6 quarters since. The position peaked at $3.73M in Q1 2025. 3,021 funds tracked by Wall St. Rank hold UNH as of Q1 2026.

  • R.H. Investment Group held 9,089 shares of UnitedHealth worth $2.78M as of Q1 2026.
  • R.H. Investment Group bought 985 UnitedHealth shares in Q1 2026, an estimated $293K.
  • UnitedHealth made up 2.14% of R.H. Investment Group's portfolio in Q1 2026, its #21 holding.
  • R.H. Investment Group first reported a position in UnitedHealth in Q4 2024 and has held it in 6 quarters since.
  • R.H. Investment Group's UnitedHealth position peaked at $3.73M in Q1 2025.
  • 3,021 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.

Based on R.H. Investment Group's 13F filing for Q1 2026, filed 14 Apr 2026.