Red Tortoise LLC’s UnitedHealth UNH Stock Holding History

Red Tortoise LLC’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	$25.9K	Buy	96 +12	+14%	+$3.57K	0.01%	174
2025 Q4	$27.9K	Sell	84 -11	-12%	-$3.73K	0.01%	163
2025 Q3	$32.9K	Buy	95 +21	+28%	+$6.35K	0.01%	145
2025 Q2	$23.1K	Sell	74 -7	-9%	-$2.67K	0.01%	161
2025 Q1	$42.4K	Sell	81 -14	-15%	-$7.16K	0.02%	115
2024 Q4	$48K	Buy	95 +18	+23%	+$10.2K	0.02%	118
2024 Q3	$44.9K	Hold	77	–	–	0.02%	122
2024 Q2	$39.1K	Buy	77 +3	+4%	+$1.47K	0.02%	122
2024 Q1	$36.4K	Buy	74 +23	+45%	+$11.7K	0.02%	117
2023 Q4	$26.9K	Hold	51	–	–	0.02%	118
2023 Q3	$25.7K	Hold	51	–	–	0.02%	120
2023 Q2	$24.5K	Hold	51	–	–	0.02%	122
2023 Q1	$24.1K	Sell	51 -46	-47%	-$22.2K	0.02%	129
2022 Q4	$51.4K	Buy	+97	New	+$51.4K	0.04%	115
2021 Q4	–	Sell	-102	Closed	-$51K	–	476
2021 Q3	$51K	Buy	+102	New	+$42.2K	0.04%	106

Other funds holding UNH

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Red Tortoise LLC's UNH Position: Q1 2026 in Review

Red Tortoise LLC increased its UnitedHealth (UNH) stake by 14% in Q1 2026, buying an estimated $3.57K and bringing the position to 96 shares worth $25.9K. The position accounts for 0.01% of the portfolio, ranked #174.

Red Tortoise LLC first reported a position in UNH in Q3 2021 and has held it in 15 quarters since. The position peaked at $51.4K in Q4 2022. 3,024 funds tracked by Wall St. Rank hold UNH as of Q1 2026.

Red Tortoise LLC held 96 shares of UnitedHealth worth $25.9K as of Q1 2026.
Red Tortoise LLC bought 12 UnitedHealth shares in Q1 2026, an estimated $3.57K.
UnitedHealth made up 0.01% of Red Tortoise LLC's portfolio in Q1 2026, its #174 holding.
Red Tortoise LLC first reported a position in UnitedHealth in Q3 2021 and has held it in 15 quarters since.
Red Tortoise LLC's UnitedHealth position peaked at $51.4K in Q4 2022.
3,024 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.

Based on Red Tortoise LLC's 13F filing for Q1 2026, filed 21 Apr 2026.