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Rench Wealth Management’s UnitedHealth UNH Stock Holding History

Rench 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 		$4.95M Sell
11,902
-203
-2% -$75.2K 1.33% 28
2026
Q1 		$3.28M Sell
12,105
-795
-6% -$237K 0.99% 35
2025
Q4 		$4.26M Sell
12,900
-320
-2% -$108K 1.22% 33
2025
Q3 		$4.56M Buy
13,220
+531
+4% +$161K 1.34% 31
2025
Q2 		$3.96M Buy
12,689
+1,403
+12% +$536K 1.25% 34
2025
Q1 		$5.91M Buy
11,286
+314
+3% +$161K 2.04% 20
2024
Q4 		$5.55M Sell
10,972
-423
-4% -$240K 1.89% 20
2024
Q3 		$6.66M Buy
11,395
+645
+6% +$365K 2.29% 15
2024
Q2 		$5.47M Buy
10,750
+346
+3% +$170K 1.96% 18
2024
Q1 		$5.15M Buy
10,404
+7,052
+210% +$3.59M 1.97% 18
2023
Q4 		$1.76M Buy
3,352
+1,562
+87% +$833K 0.74% 38
2023
Q3 		$903K Buy
1,790
+998
+126% +$491K 0.41% 38
2023
Q2 		$381K Buy
+792
New +$387K 0.17% 40

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

Rench Wealth Management's UNH Position: Q2 2026 in Review

Rench Wealth Management reduced its UnitedHealth (UNH) stake by 1.7% in Q2 2026, selling an estimated $75.2K and leaving 11,902 shares worth $4.95M. The position accounts for 1.33% of the portfolio, ranked #28.

Rench Wealth Management first reported a position in UNH in Q2 2023 and has held it in 13 quarters since. The position peaked at $6.66M in Q3 2024. 3,378 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • Rench Wealth Management held 11,902 shares of UnitedHealth worth $4.95M as of Q2 2026.
  • Rench Wealth Management sold 203 UnitedHealth shares in Q2 2026, an estimated $75.2K.
  • UnitedHealth made up 1.33% of Rench Wealth Management's portfolio in Q2 2026, its #28 holding.
  • Rench Wealth Management first reported a position in UnitedHealth in Q2 2023 and has held it in 13 quarters since.
  • Rench Wealth Management's UnitedHealth position peaked at $6.66M in Q3 2024.
  • 3,378 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Rench Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.