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	$748K	Sell	1,800 -100	-5%	-$37.1K	0.08%	144
2026 Q1	$235K	Buy	+1,900	New	+$566K	0.03%	204
2025 Q3	–	Sell	-2,200	Closed	-$686K	–	246
2025 Q2	$686K	Buy	+2,200	New	+$841K	0.09%	102
2024 Q4	–	Sell	-2,500	Closed	-$1.46M	–	229
2024 Q3	$1.46M	Hold	2,500	–	–	0.22%	58
2024 Q2	$1.27M	Hold	2,500	–	–	0.21%	57
2024 Q1	$1.24M	Hold	2,500	–	–	0.21%	60
2023 Q4	$1.32M	Buy	+2,500	New	+$1.33M	0.25%	54

Other funds holding UNH

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

PAM

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

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

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

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

ECSS

Eurizon Capital SGR SpA Milan $37.3B AUM

Revolve Wealth Partners's UNH Position: Q2 2026 in Review

Revolve Wealth Partners increased its UnitedHealth (UNH) stake by 8% in Q2 2026, buying an estimated $98.6K and bringing the position to 3,603 shares worth $1.5M. The position accounts for 0.16% of the portfolio, ranked #85.

Revolve Wealth Partners first reported a position in UNH in Q4 2021 and has held it in 19 quarters since. The position peaked at $2.47M in Q4 2022. 1,385 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

Revolve Wealth Partners held 3,603 shares of UnitedHealth worth $1.5M as of Q2 2026.
Revolve Wealth Partners bought 266 UnitedHealth shares in Q2 2026, an estimated $98.6K.
UnitedHealth made up 0.16% of Revolve Wealth Partners's portfolio in Q2 2026, its #85 holding.
Revolve Wealth Partners first reported a position in UnitedHealth in Q4 2021 and has held it in 19 quarters since.
Revolve Wealth Partners's UnitedHealth position peaked at $2.47M in Q4 2022.
1,385 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Revolve Wealth Partners's 13F filing for Q2 2026, filed 9 Jul 2026.