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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
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Rialto Wealth Management's UNH Position: Q1 2026 in Review

Rialto Wealth Management increased its UnitedHealth (UNH) stake by 27% in Q1 2026, buying an estimated $14.3K and bringing the position to 228 shares worth $61.7K. The position accounts for 0.01% of the portfolio, ranked #264.

Rialto Wealth Management first reported a position in UNH in Q4 2024 and has held it in 6 quarters since. The position peaked at $142K in Q4 2024. 3,024 funds tracked by Wall St. Rank hold UNH as of Q1 2026.

  • Rialto Wealth Management held 228 shares of UnitedHealth worth $61.7K as of Q1 2026.
  • Rialto Wealth Management bought 48 UnitedHealth shares in Q1 2026, an estimated $14.3K.
  • UnitedHealth made up 0.01% of Rialto Wealth Management's portfolio in Q1 2026, its #264 holding.
  • Rialto Wealth Management first reported a position in UnitedHealth in Q4 2024 and has held it in 6 quarters since.
  • Rialto Wealth Management's UnitedHealth position peaked at $142K in Q4 2024.
  • 3,024 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.

Based on Rialto Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.