RWI
UNH icon

Red Wave Investments’s UnitedHealth UNH Stock Holding History

Red Wave Investments’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 		$355K Sell
853
-56
-6% -$20.8K 0.09% 79
2026
Q1 		$246K Sell
909
-18
-2% -$5.36K 0.07% 100
2025
Q4 		$306K Hold
927
– – 0.09% 79
2025
Q3 		$320K Hold
927
– – 0.1% 78
2025
Q2 		$289K Sell
927
-2
-0.2% -$764 0.1% 82
2025
Q1 		$487K Hold
929
– – 0.17% 57
2024
Q4 		$470K Sell
929
-2
-0.2% -$1.14K 0.16% 59
2024
Q3 		$544K Sell
931
-11
-1% -$6.22K 0.19% 55
2024
Q2 		$480K Sell
942
-4
-0.4% -$1.96K 0.18% 59
2024
Q1 		$468K Hold
946
– – 0.18% 59
2023
Q4 		$498K Sell
946
-2
-0.2% -$1.07K 0.2% 59
2023
Q3 		$478K Sell
948
-1
-0.1% -$492 0.2% 58
2023
Q2 		$456K Sell
949
-1
-0.1% -$489 0.18% 60
2023
Q1 		$449K Buy
950
+14
+1% +$6.76K 0.19% 57
2022
Q4 		$496K Sell
936
-10
-1% -$5.3K 0.21% 52
2022
Q3 		$478K Buy
946
+28
+3% +$14.7K 0.21% 57
2022
Q2 		$472K Hold
918
– – 0.19% 59
2022
Q1 		$468K Hold
918
– – 0.17% 62
2021
Q4 		$461K Sell
918
-31
-3% -$14K 0.16% 57
2021
Q3 		$371K Sell
949
-9
-0.9% -$3.73K 0.13% 59
2021
Q2 		$384K Buy
958
+16
+2% +$6.38K 0.14% 58
2021
Q1 		$350K Buy
942
+28
+3% +$9.7K 0.14% 61
2020
Q4 		$321K Buy
+914
New +$306K 0.14% 61

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

Red Wave Investments's UNH Position: Q2 2026 in Review

Red Wave Investments reduced its UnitedHealth (UNH) stake by 6.2% in Q2 2026, selling an estimated $20.8K and leaving 853 shares worth $355K. The position accounts for 0.09% of the portfolio, ranked #79.

Red Wave Investments first reported a position in UNH in Q4 2020 and has held it in 23 quarters since. The position peaked at $544K in Q3 2024. 3,378 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • Red Wave Investments held 853 shares of UnitedHealth worth $355K as of Q2 2026.
  • Red Wave Investments sold 56 UnitedHealth shares in Q2 2026, an estimated $20.8K.
  • UnitedHealth made up 0.09% of Red Wave Investments's portfolio in Q2 2026, its #79 holding.
  • Red Wave Investments first reported a position in UnitedHealth in Q4 2020 and has held it in 23 quarters since.
  • Red Wave Investments's UnitedHealth position peaked at $544K in Q3 2024.
  • 3,378 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Red Wave Investments's 13F filing for Q2 2026, filed 6 Aug 2026.