RCA
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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
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 – 556
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 $5.7T 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 $1.47T 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