Radnor Capital Management’s UnitedHealth UNH Stock Holding History

Radnor Capital Management’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	$1.88M	Sell	4,530 -74	-2%	-$27.4K	0.26%	100
2026 Q1	$1.25M	Hold	4,604	–	–	0.18%	135
2025 Q4	$1.52M	Hold	4,604	–	–	0.23%	109
2025 Q3	$1.59M	Hold	4,604	–	–	0.24%	112
2025 Q2	$1.44M	Hold	4,604	–	–	0.23%	112
2025 Q1	$2.41M	Buy	4,604 +260	+6%	+$133K	0.4%	63
2024 Q4	$2.2M	Sell	4,344 -230	-5%	-$131K	0.37%	75
2024 Q3	$2.67M	Buy	4,574 +195	+4%	+$110K	0.4%	62
2024 Q2	$2.23M	Sell	4,379 -205	-4%	-$100K	0.68%	31
2024 Q1	$2.27M	Hold	4,584	–	–	0.39%	63
2023 Q4	$2.41M	Sell	4,584 -200	-4%	-$107K	0.45%	56
2023 Q3	$2.41M	Buy	4,784 +1,050	+28%	+$517K	0.48%	45
2023 Q2	$1.79M	Buy	+3,734	New	+$1.83M	0.77%	29

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

Radnor Capital Management's UNH Position: Q2 2026 in Review

Radnor Capital Management reduced its UnitedHealth (UNH) stake by 1.6% in Q2 2026, selling an estimated $27.4K and leaving 4,530 shares worth $1.88M. The position accounts for 0.26% of the portfolio, ranked #100.

Radnor Capital Management first reported a position in UNH in Q2 2023 and has held it in 13 quarters since. The position peaked at $2.67M in Q3 2024. 3,378 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

Radnor Capital Management held 4,530 shares of UnitedHealth worth $1.88M as of Q2 2026.
Radnor Capital Management sold 74 UnitedHealth shares in Q2 2026, an estimated $27.4K.
UnitedHealth made up 0.26% of Radnor Capital Management's portfolio in Q2 2026, its #100 holding.
Radnor Capital Management first reported a position in UnitedHealth in Q2 2023 and has held it in 13 quarters since.
Radnor Capital Management's UnitedHealth position peaked at $2.67M in Q3 2024.
3,378 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Radnor Capital Management's 13F filing for Q2 2026, filed 16 Jul 2026.