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Richards, Merrill & Peterson’s UnitedHealth UNH Stock Holding History

Richards, Merrill & Peterson’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 		$1.13M Buy
2,712
+65
+2% +$24.1K 0.36% 69
2026
Q1 		$716K Buy
2,647
+134
+5% +$39.9K 0.26% 97
2025
Q4 		$830K Sell
2,513
-424
-14% -$144K 0.32% 86
2025
Q3 		$1.01M Sell
2,937
-74
-2% -$22.4K 0.44% 59
2025
Q2 		$939K Buy
3,011
+1,032
+52% +$394K 0.45% 61
2025
Q1 		$1.04M Buy
1,979
+34
+2% +$17.4K 0.54% 53
2024
Q4 		$984K Buy
+1,945
New +$1.11M 0.51% 53

Other funds holding UNH

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
PAM
PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return

Richards, Merrill & Peterson's UNH Position: Q2 2026 in Review

Richards, Merrill & Peterson increased its UnitedHealth (UNH) stake by 2.5% in Q2 2026, buying an estimated $24.1K and bringing the position to 2,712 shares worth $1.13M. The position accounts for 0.36% of the portfolio, ranked #69.

Richards, Merrill & Peterson first reported a position in UNH in Q4 2024 and has held it in 7 quarters since. 1,155 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • Richards, Merrill & Peterson held 2,712 shares of UnitedHealth worth $1.13M as of Q2 2026.
  • Richards, Merrill & Peterson bought 65 UnitedHealth shares in Q2 2026, an estimated $24.1K.
  • UnitedHealth made up 0.36% of Richards, Merrill & Peterson's portfolio in Q2 2026, its #69 holding.
  • Richards, Merrill & Peterson first reported a position in UnitedHealth in Q4 2024 and has held it in 7 quarters since.
  • 1,155 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Richards, Merrill & Peterson's 13F filing for Q2 2026, filed 16 Jul 2026.