RAM Investment Partners’s UnitedHealth UNH Stock Holding History

RAM Investment Partners’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	$296K	Sell	712 -1,674	-70%	-$620K	0.05%	98
2026 Q1	$646K	Buy	+2,386	New	+$711K	0.11%	54
2025 Q2	–	Sell	-3,130	Closed	-$1.64M	–	100
2025 Q1	$1.64M	Buy	+3,130	New	+$1.6M	0.4%	21
2024 Q4	–	Sell	-450	Closed	-$263K	–	95
2024 Q3	$263K	Buy	450 +24	+6%	+$13.6K	0.07%	70
2024 Q2	$217K	Buy	426 +21	+5%	+$10.3K	0.06%	77
2024 Q1	$200K	Buy	+405	New	+$206K	0.06%	86
2023 Q3	–	Sell	-1,543	Closed	-$742K	–	54
2023 Q2	$742K	Buy	+1,543	New	+$754K	0.31%	25
2023 Q1	–	Sell	-434	Closed	-$230K	–	51
2022 Q4	$230K	Buy	+434	New	+$230K	0.14%	45

Other funds holding UNH

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

PAM

PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

RAM Investment Partners's UNH Position: Q2 2026 in Review

RAM Investment Partners reduced its UnitedHealth (UNH) stake by 70% in Q2 2026, selling an estimated $620K and leaving 712 shares worth $296K. The position accounts for 0.05% of the portfolio, ranked #98.

RAM Investment Partners first reported a position in UNH in Q4 2022 and has held it in 8 quarters since. The position peaked at $1.64M in Q1 2025. 1,550 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

RAM Investment Partners held 712 shares of UnitedHealth worth $296K as of Q2 2026.
RAM Investment Partners sold 1,674 UnitedHealth shares in Q2 2026, an estimated $620K.
UnitedHealth made up 0.05% of RAM Investment Partners's portfolio in Q2 2026, its #98 holding.
RAM Investment Partners first reported a position in UnitedHealth in Q4 2022 and has held it in 8 quarters since.
RAM Investment Partners's UnitedHealth position peaked at $1.64M in Q1 2025.
1,550 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on RAM Investment Partners's 13F filing for Q2 2026, filed 29 Jul 2026.