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Richardson Capital Management’s UnitedHealth UNH Stock Holding History

Richardson Capital 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 		$2.08K Sell
5
-11
-69% -$4.08K ﹤0.01% 235
2026
Q1 		$4.33K Buy
16
+9
+129% +$2.68K ﹤0.01% 284
2025
Q4 		$2.31K Buy
7
+2
+40% +$678 ﹤0.01% 206
2025
Q3 		$1.73K Buy
+5
New +$1.51K ﹤0.01% 218
2025
Q2 		– Sell
-2
Closed -$1.05K – 235
2025
Q1 		$1.05K Buy
+2
New +$1.02K ﹤0.01% 222

Other funds holding UNH

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
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
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

Richardson Capital Management's UNH Position: Q2 2026 in Review

Richardson Capital Management reduced its UnitedHealth (UNH) stake by 69% in Q2 2026, selling an estimated $4.08K and leaving 5 shares worth $2.08K. The position accounts for ﹤0.01% of the portfolio, ranked #235.

Richardson Capital Management first reported a position in UNH in Q1 2025 and has held it in 5 quarters since. The position peaked at $4.33K in Q1 2026. 1,690 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • Richardson Capital Management held 5 shares of UnitedHealth worth $2.08K as of Q2 2026.
  • Richardson Capital Management sold 11 UnitedHealth shares in Q2 2026, an estimated $4.08K.
  • UnitedHealth made up ﹤0.01% of Richardson Capital Management's portfolio in Q2 2026, its #235 holding.
  • Richardson Capital Management first reported a position in UnitedHealth in Q1 2025 and has held it in 5 quarters since.
  • Richardson Capital Management's UnitedHealth position peaked at $4.33K in Q1 2026.
  • 1,690 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Richardson Capital Management's 13F filing for Q2 2026, filed 17 Jul 2026.