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Realta Investment Advisors’s UnitedHealth UNH Stock Holding History

Realta Investment 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 		$2.04M Buy
4,897
+2,337
+91% +$866K 0.63% 41
2026
Q1 		$693K Buy
2,560
+403
+19% +$120K 0.24% 98
2025
Q4 		$712K Buy
2,157
+183
+9% +$62K 0.23% 95
2025
Q3 		$682K Buy
1,974
+498
+34% +$151K 0.23% 89
2025
Q2 		$461K Buy
1,476
+335
+29% +$128K 0.18% 121
2025
Q1 		$598K Sell
1,141
-68
-6% -$34.8K 0.27% 88
2024
Q4 		$620K Sell
1,209
-256
-17% -$145K 0.25% 84
2024
Q3 		$887K Sell
1,465
-3,992
-73% -$2.26M 0.41% 58
2024
Q2 		$2.78M Buy
5,457
+37
+0.7% +$18.1K 0.54% 31
2024
Q1 		$2.68M Sell
5,420
-299
-5% -$152K 0.55% 32
2023
Q4 		$3.01M Buy
5,719
+616
+12% +$329K 0.68% 19
2023
Q3 		$2.45M Sell
5,103
-100
-2% -$49.2K 0.56% 29
2023
Q2 		$2.5M Buy
5,203
+124
+2% +$60.6K 0.55% 30
2023
Q1 		$2.4M Sell
5,079
-262
-5% -$126K 0.58% 30
2022
Q4 		$2.83M Buy
5,341
+94
+2% +$49.8K 0.69% 21
2022
Q3 		$2.65M Buy
5,247
+72
+1% +$37.9K 0.69% 21
2022
Q2 		$2.68M Buy
5,175
+129
+3% +$64.8K 0.66% 25
2022
Q1 		$2.57M Sell
5,046
-58
-1% -$28K 0.51% 34
2021
Q4 		$2.56M Sell
5,104
-123
-2% -$55.7K 0.56% 35
2021
Q3 		$2.04M Buy
5,227
+42
+0.8% +$17.4K 0.48% 46
2021
Q2 		$2.08M Buy
5,185
+216
+4% +$86.1K 0.49% 46
2021
Q1 		$1.85M Buy
4,969
+515
+12% +$178K 0.49% 47
2020
Q4 		$1.56M Buy
4,454
+145
+3% +$48.6K 0.44% 51
2020
Q3 		$1.34M Buy
4,309
+1,012
+31% +$311K 0.45% 45
2020
Q2 		$973K Buy
3,297
+669
+25% +$192K 0.32% 70
2020
Q1 		$655K Sell
2,628
-2,473
-48% -$681K 0.28% 94
2019
Q4 		$1.43M Sell
5,101
-271
-5% -$70.9K 0.39% 45
2019
Q3 		$1.17M Sell
5,372
-105
-2% -$25.3K 0.32% 57
2019
Q2 		$1.33M Buy
5,477
+1,183
+28% +$285K 0.37% 47
2019
Q1 		$1.06M Buy
+4,294
New +$1.1M 0.48% 39

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

Realta Investment Advisors's UNH Position: Q2 2026 in Review

Realta Investment Advisors increased its UnitedHealth (UNH) stake by 91% in Q2 2026, buying an estimated $866K and bringing the position to 4,897 shares worth $2.04M. The position accounts for 0.63% of the portfolio, ranked #41.

Realta Investment Advisors first reported a position in UNH in Q1 2019 and has held it in 30 quarters since. The position peaked at $3.01M in Q4 2023. 3,378 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • Realta Investment Advisors held 4,897 shares of UnitedHealth worth $2.04M as of Q2 2026.
  • Realta Investment Advisors bought 2,337 UnitedHealth shares in Q2 2026, an estimated $866K.
  • UnitedHealth made up 0.63% of Realta Investment Advisors's portfolio in Q2 2026, its #41 holding.
  • Realta Investment Advisors first reported a position in UnitedHealth in Q1 2019 and has held it in 30 quarters since.
  • Realta Investment Advisors's UnitedHealth position peaked at $3.01M in Q4 2023.
  • 3,378 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Realta Investment Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.