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Redwood Investment Management’s UnitedHealth UNH Stock Holding History

Redwood 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 		– Sell
-2,824
Closed -$764K – 355
2026
Q1 		$764K Buy
+2,824
New +$841K 0.09% 192
2025
Q3 		– Sell
-2,645
Closed -$825K – 331
2025
Q2 		$825K Sell
2,645
-762
-22% -$291K 0.09% 232
2025
Q1 		$1.78M Buy
3,407
+2,031
+148% +$1.04M 0.19% 94
2024
Q4 		$696K Buy
1,376
+581
+73% +$330K 0.07% 245
2024
Q3 		$465K Sell
795
-3,224
-80% -$1.82M 0.04% 281
2024
Q2 		$2.08M Sell
4,019
-39
-1% -$19.1K 0.18% 124
2024
Q1 		$2.01M Sell
4,058
-851
-17% -$433K 0.19% 138
2023
Q4 		$2.58M Sell
4,909
-1,831
-27% -$977K 0.24% 89
2023
Q3 		$3.4M Buy
6,740
+3,845
+133% +$1.89M 0.3% 64
2023
Q2 		$1.39M Sell
2,895
-768
-21% -$376K 0.14% 209
2023
Q1 		$1.73M Buy
3,663
+1,455
+66% +$702K 0.19% 134
2022
Q4 		$1.17M Buy
2,208
+401
+22% +$212K 0.16% 215
2022
Q3 		$913K Buy
1,807
+1,149
+175% +$604K 0.19% 153
2022
Q2 		$338K Buy
658
+91
+16% +$45.7K 0.06% 188
2022
Q1 		$289K Sell
567
-177
-24% -$85.4K 0.04% 219
2021
Q4 		$374K Sell
744
-235
-24% -$106K 0.05% 231
2021
Q3 		$383K Sell
979
-288
-23% -$119K 0.05% 244
2021
Q2 		$507K Sell
1,267
-1,428
-53% -$569K 0.08% 217
2021
Q1 		$1M Buy
2,695
+1,923
+249% +$666K 0.19% 135
2020
Q4 		$271K Sell
772
-759
-50% -$254K 0.05% 237
2020
Q3 		$477K Buy
+1,531
New +$470K 0.12% 220

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 $3.38T AUM 44.17% 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

Redwood Investment Management's UNH Position: Q2 2026 in Review

Redwood Investment Management sold out of UnitedHealth (UNH) in Q2 2026, closing a stake of 2,824 shares — an estimated $764K sold.

Redwood Investment Management first reported a position in UNH in Q3 2020 and held it in 21 quarters. The position peaked at $3.4M in Q3 2023. 3,393 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • Redwood Investment Management reported no remaining UnitedHealth position as of Q2 2026 after selling out during the quarter.
  • Redwood Investment Management sold 2,824 UnitedHealth shares in Q2 2026, an estimated $764K.
  • Redwood Investment Management first reported a position in UnitedHealth in Q3 2020 and held it in 21 quarters.
  • Redwood Investment Management's UnitedHealth position peaked at $3.4M in Q3 2023.
  • 3,393 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Redwood Investment Management's 13F filing for Q2 2026, filed 17 Aug 2026.