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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
Q2 		$3.77M Sell
9,066
-23
-0.3% -$8.53K 2.84% 19
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 $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

R.H. Investment Group's UNH Position: Q2 2026 in Review

R.H. Investment Group reduced its UnitedHealth (UNH) stake by 0.25% in Q2 2026, selling an estimated $8.53K and leaving 9,066 shares worth $3.77M. The position accounts for 2.84% of the portfolio, ranked #19.

R.H. Investment Group first reported a position in UNH in Q4 2024 and has held it in 7 quarters since. 3,385 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • R.H. Investment Group held 9,066 shares of UnitedHealth worth $3.77M as of Q2 2026.
  • R.H. Investment Group sold 23 UnitedHealth shares in Q2 2026, an estimated $8.53K.
  • UnitedHealth made up 2.84% of R.H. Investment Group's portfolio in Q2 2026, its #19 holding.
  • R.H. Investment Group first reported a position in UnitedHealth in Q4 2024 and has held it in 7 quarters since.
  • 3,385 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on R.H. Investment Group's 13F filing for Q2 2026, filed 7 Aug 2026.