Redwood Financial Network’s UnitedHealth UNH Stock Holding History

Redwood Financial Network’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	$200K	Buy	+481	New	+$178K	0.11%	191
2025 Q1	–	Sell	-412	Closed	-$208K	–	167
2024 Q4	$208K	Sell	412 -58	-12%	-$33K	0.16%	147
2024 Q3	$275K	Sell	470 -131	-22%	-$74.1K	0.21%	119
2024 Q2	$306K	Sell	601 -88	-13%	-$43.1K	0.26%	114
2024 Q1	$341K	Sell	689 -30	-4%	-$15.3K	0.3%	105
2023 Q4	$378K	Sell	719 -125	-15%	-$66.7K	0.37%	89
2023 Q3	$426K	Sell	844 -119	-12%	-$58.6K	0.45%	77
2023 Q2	$463K	Buy	963 +86	+10%	+$42.1K	0.43%	78
2023 Q1	$414K	Buy	877 +183	+26%	+$88.3K	0.42%	80
2022 Q4	$368K	Buy	694 +43	+7%	+$22.8K	0.42%	80
2022 Q3	$329K	Sell	651 -19	-3%	-$9.99K	0.38%	87
2022 Q2	$344K	Sell	670 -10	-1%	-$5.02K	0.38%	87
2022 Q1	$347K	Buy	+680	New	+$328K	0.32%	99

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 $3.38T AUM 44.17% 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

Redwood Financial Network's UNH Position: Q2 2026 in Review

Redwood Financial Network opened a new position in UnitedHealth (UNH) in Q2 2026: 481 shares worth $200K. The stake represents 0.11% of the portfolio and ranks #191 among its holdings. This is a return to the name: Redwood Financial Network previously reported a position in UNH as recently as Q4 2024.

Redwood Financial Network first reported a position in UNH in Q1 2022 and has held it in 13 quarters since. The position peaked at $463K in Q2 2023. 3,394 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

Redwood Financial Network held 481 shares of UnitedHealth worth $200K as of Q2 2026.
UnitedHealth was a new Redwood Financial Network position in Q2 2026.
UnitedHealth made up 0.11% of Redwood Financial Network's portfolio in Q2 2026, its #191 holding.
Redwood Financial Network first reported a position in UnitedHealth in Q1 2022 and has held it in 13 quarters since.
Redwood Financial Network's UnitedHealth position peaked at $463K in Q2 2023.
3,394 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Redwood Financial Network's 13F filing for Q2 2026, filed 7 Aug 2026.