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Ranch Capital Advisors’s UnitedHealth UNH Stock Holding History

Ranch Capital 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 		$807K Buy
1,941
+218
+13% +$80.8K 0.26% 84
2026
Q1 		$466K Buy
1,723
+8
+0.5% +$2.38K 0.17% 106
2025
Q4 		$566K Buy
+1,715
New +$581K 0.21% 97
2021
Q4 		– Sell
-23
Closed -$9K – 555
2021
Q3 		$9K Buy
+23
New +$9.53K 0.01% 491
2021
Q1 		– Sell
-26
Closed -$9K – 909
2020
Q4 		$9K Hold
26
– – 0.01% 651
2020
Q3 		$8K Hold
26
– – 0.01% 666
2020
Q2 		$8K Hold
26
– – 0.01% 695
2020
Q1 		$6K Buy
+26
New +$7.16K 0.01% 692

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

Ranch Capital Advisors's UNH Position: Q2 2026 in Review

Ranch Capital Advisors increased its UnitedHealth (UNH) stake by 13% in Q2 2026, buying an estimated $80.8K and bringing the position to 1,941 shares worth $807K. The position accounts for 0.26% of the portfolio, ranked #84.

Ranch Capital Advisors first reported a position in UNH in Q1 2020 and has held it in 8 quarters since. 3,373 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • Ranch Capital Advisors held 1,941 shares of UnitedHealth worth $807K as of Q2 2026.
  • Ranch Capital Advisors bought 218 UnitedHealth shares in Q2 2026, an estimated $80.8K.
  • UnitedHealth made up 0.26% of Ranch Capital Advisors's portfolio in Q2 2026, its #84 holding.
  • Ranch Capital Advisors first reported a position in UnitedHealth in Q1 2020 and has held it in 8 quarters since.
  • 3,373 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Ranch Capital Advisors's 13F filing for Q2 2026, filed 3 Aug 2026.