Red Cedar Investment Management’s UnitedHealth UNH Stock Holding History

Red Cedar Investment 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	$1.45M	Buy	+3,494	New	+$1.3M	0.14%	77
2025 Q1	–	Sell	-5,195	Closed	-$2.63M	–	83
2024 Q4	$2.63M	Hold	5,195	–	–	0.33%	41
2024 Q3	$3.04M	Hold	5,195	–	–	0.39%	39
2024 Q2	$2.65M	Hold	5,195	–	–	0.36%	39
2024 Q1	$2.57M	Sell	5,195 -1,378	-21%	-$701K	0.32%	51
2023 Q4	$3.46M	Buy	6,573 +306	+5%	+$163K	0.5%	34
2023 Q3	$3.16M	Buy	6,267 +58	+0.9%	+$28.5K	0.48%	37
2023 Q2	$2.98M	Hold	6,209	–	–	0.45%	37
2023 Q1	$2.93M	Buy	6,209 +1,180	+23%	+$569K	0.45%	36
2022 Q4	$2.67M	Sell	5,029 -474	-9%	-$251K	0.42%	28
2022 Q3	$2.78M	Buy	5,503 +580	+12%	+$305K	0.47%	26
2022 Q2	$2.53M	Hold	4,923	–	–	0.41%	28
2022 Q1	$2.51M	Buy	4,923 +658	+15%	+$317K	0.35%	31
2021 Q4	$2.14M	Buy	4,265 +862	+25%	+$390K	0.26%	42
2021 Q3	$1.33M	Sell	3,403 -1,610	-32%	-$667K	0.17%	49
2021 Q2	$2.01M	Hold	5,013	–	–	0.27%	33
2021 Q1	$1.86M	Sell	5,013 -863	-15%	-$299K	0.24%	39
2020 Q4	$2.06M	Hold	5,876	–	–	0.31%	32
2020 Q3	$1.83M	Buy	5,876 +1,479	+34%	+$454K	0.33%	32
2020 Q2	$1.3M	Buy	+4,397	New	+$1.26M	0.3%	22

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

Red Cedar Investment Management's UNH Position: Q2 2026 in Review

Red Cedar Investment Management opened a new position in UnitedHealth (UNH) in Q2 2026: 3,494 shares worth $1.45M. The stake represents 0.14% of the portfolio and ranks #77 among its holdings. This is a return to the name: Red Cedar Investment Management previously reported a position in UNH as recently as Q4 2024.

Red Cedar Investment Management first reported a position in UNH in Q2 2020 and has held it in 20 quarters since. The position peaked at $3.46M in Q4 2023. 3,389 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

Red Cedar Investment Management held 3,494 shares of UnitedHealth worth $1.45M as of Q2 2026.
UnitedHealth was a new Red Cedar Investment Management position in Q2 2026.
UnitedHealth made up 0.14% of Red Cedar Investment Management's portfolio in Q2 2026, its #77 holding.
Red Cedar Investment Management first reported a position in UnitedHealth in Q2 2020 and has held it in 20 quarters since.
Red Cedar Investment Management's UnitedHealth position peaked at $3.46M in Q4 2023.
3,389 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Red Cedar Investment Management's 13F filing for Q2 2026, filed 12 Aug 2026.