Revolve Wealth Partners’s UnitedHealth UNH Stock Holding History

Revolve Wealth Partners’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	$1.5M	Buy	3,603 +266	+8%	+$98.6K	0.16%	85
2026 Q1	$903K	Sell	3,337 -199	-6%	-$59.3K	0.12%	87
2025 Q4	$1.17M	Sell	3,536 -48	-1%	-$16.3K	0.14%	82
2025 Q3	$1.24M	Buy	3,584 +153	+4%	+$46.3K	0.15%	76
2025 Q2	$1.07M	Sell	3,431 -403	-11%	-$154K	0.14%	79
2025 Q1	$2.01M	Sell	3,834 -185	-5%	-$94.6K	0.29%	52
2024 Q4	$2.03M	Sell	4,019 -176	-4%	-$100K	0.3%	53
2024 Q3	$2.45M	Buy	4,195 +242	+6%	+$137K	0.37%	40
2024 Q2	$2.01M	Sell	3,953 -128	-3%	-$62.7K	0.33%	50
2024 Q1	$2.02M	Sell	4,081 -52	-1%	-$26.4K	0.34%	51
2023 Q4	$2.18M	Sell	4,133 -553	-12%	-$295K	0.42%	41
2023 Q3	$2.36M	Sell	4,686 -26	-0.6%	-$12.8K	0.55%	34
2023 Q2	$2.26M	Buy	4,712 +160	+4%	+$78.2K	0.53%	36
2023 Q1	$2.15M	Sell	4,552 -111	-2%	-$53.6K	0.55%	38
2022 Q4	$2.47M	Buy	4,663 +142	+3%	+$75.2K	0.71%	30
2022 Q3	$2.28M	Buy	4,521 +42	+0.9%	+$22.1K	0.76%	26
2022 Q2	$2.3M	Buy	4,479 +136	+3%	+$68.3K	0.76%	27
2022 Q1	$2.21M	Buy	4,343 +55	+1%	+$26.5K	0.64%	33
2021 Q4	$2.15M	Buy	+4,288	New	+$1.94M	0.62%	35

Other funds holding UNH

Assenagon Asset Management

Assenagon Asset Management Senningerberg, Luxembourg $77B AUM 50.57% 1-Year Est. Return

PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return

Handelsbanken Fonder

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.6B AUM 18.11% 1-Year Est. Return

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return

Scharf Investments Los Gatos, California $3.03B AUM 7.75% 1-Year Est. Return

PensionDanmark Copenhagen O, Denmark $12B AUM

Seilern Investment Management London, United Kingdom $794M AUM 6.63% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return