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Rialto Wealth Management’s UnitedHealth UNH Stock Holding History

Rialto 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 		$192K Buy
461
+233
+102% +$86.4K 0.04% 174
2026
Q1 		$61.7K Buy
228
+48
+27% +$14.3K 0.01% 264
2025
Q4 		$59.4K Buy
180
+103
+134% +$34.9K 0.01% 268
2025
Q3 		$26.6K Buy
77
+1
+1% +$302 0.01% 318
2025
Q2 		$23.7K Sell
76
-44
-37% -$16.8K 0.01% 340
2025
Q1 		$62.9K Sell
120
-161
-57% -$82.3K 0.02% 240
2024
Q4 		$142K Buy
+281
New +$160K 0.05% 171

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

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

Rialto Wealth Management increased its UnitedHealth (UNH) stake by 102% in Q2 2026, buying an estimated $86.4K and bringing the position to 461 shares worth $192K. The position accounts for 0.04% of the portfolio, ranked #174.

Rialto Wealth Management first reported a position in UNH in Q4 2024 and has held it in 7 quarters since. 3,394 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • Rialto Wealth Management held 461 shares of UnitedHealth worth $192K as of Q2 2026.
  • Rialto Wealth Management bought 233 UnitedHealth shares in Q2 2026, an estimated $86.4K.
  • UnitedHealth made up 0.04% of Rialto Wealth Management's portfolio in Q2 2026, its #174 holding.
  • Rialto Wealth Management first reported a position in UnitedHealth in Q4 2024 and has held it in 7 quarters since.
  • 3,394 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Rialto Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.