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Red Door Wealth Management’s UnitedHealth UNH Stock Holding History

Red Door Wealth 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 		$9.55M Buy
22,967
+407
+2% +$151K 0.87% 34
2026
Q1 		$6.1M Buy
22,560
+1,180
+6% +$351K 0.63% 45
2025
Q4 		$7.06M Sell
21,380
-4,579
-18% -$1.55M 0.73% 38
2025
Q3 		$8.96M Buy
25,959
+2,484
+11% +$751K 0.95% 30
2025
Q2 		$7.32M Buy
23,475
+4,007
+21% +$1.53M 0.87% 34
2025
Q1 		$10.2M Buy
19,468
+1,496
+8% +$765K 1.51% 17
2024
Q4 		$9.09M Buy
17,972
+1,149
+7% +$653K 1.39% 19
2024
Q3 		$9.84M Buy
16,823
+680
+4% +$385K 1.64% 15
2024
Q2 		$8.22M Buy
16,143
+1,064
+7% +$522K 1.45% 20
2024
Q1 		$7.46M Buy
15,079
+302
+2% +$154K 1.44% 21
2023
Q4 		$7.78M Buy
14,777
+615
+4% +$328K 1.69% 14
2023
Q3 		$7.14M Sell
14,162
-869
-6% -$428K 1.78% 14
2023
Q2 		$7.22M Buy
15,031
+2,628
+21% +$1.29M 1.6% 16
2023
Q1 		$5.86M Buy
12,403
+250
+2% +$121K 1.84% 12
2022
Q4 		$6.44M Buy
12,153
+361
+3% +$191K 2.12% 9
2022
Q3 		$5.96M Buy
11,792
+343
+3% +$180K 2.26% 9
2022
Q2 		$5.88M Buy
11,449
+991
+9% +$498K 2.18% 10
2022
Q1 		$5.33M Buy
10,458
+278
+3% +$134K 1.79% 13
2021
Q4 		$5.11M Buy
10,180
+656
+7% +$297K 1.68% 12
2021
Q3 		$3.72M Buy
9,524
+587
+7% +$243K 1.42% 19
2021
Q2 		$3.58M Buy
8,937
+1,468
+20% +$585K 1.39% 16
2021
Q1 		$2.79M Buy
7,469
+755
+11% +$262K 1.42% 21
2020
Q4 		$2.35M Buy
6,714
+317
+5% +$106K 1.39% 24
2020
Q3 		$2M Buy
6,397
+67
+1% +$20.6K 1.47% 22
2020
Q2 		$1.87M Buy
6,330
+452
+8% +$130K 1.37% 21
2020
Q1 		$1.47M Buy
5,878
+971
+20% +$267K 1.39% 19
2019
Q4 		$1.41M Buy
+4,907
New +$1.28M 1.26% 26

Other funds holding UNH

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
New York State Common Retirement Fund
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
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
ECSS
Eurizon Capital SGR SpA Milan $37.3B AUM

Red Door Wealth Management's UNH Position: Q2 2026 in Review

Red Door Wealth Management increased its UnitedHealth (UNH) stake by 1.8% in Q2 2026, buying an estimated $151K and bringing the position to 22,967 shares worth $9.55M. The position accounts for 0.87% of the portfolio, ranked #34.

Red Door Wealth Management first reported a position in UNH in Q4 2019 and has held it in 27 quarters since. The position peaked at $10.2M in Q1 2025. 1,436 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • Red Door Wealth Management held 22,967 shares of UnitedHealth worth $9.55M as of Q2 2026.
  • Red Door Wealth Management bought 407 UnitedHealth shares in Q2 2026, an estimated $151K.
  • UnitedHealth made up 0.87% of Red Door Wealth Management's portfolio in Q2 2026, its #34 holding.
  • Red Door Wealth Management first reported a position in UnitedHealth in Q4 2019 and has held it in 27 quarters since.
  • Red Door Wealth Management's UnitedHealth position peaked at $10.2M in Q1 2025.
  • 1,436 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Red Door Wealth Management's 13F filing for Q2 2026, filed 13 Jul 2026.