Richardson Financial Services’s UnitedHealth UNH Stock Holding History

Richardson Financial Services’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	$255K	Buy	944 +52	+6%	+$15.5K	0.16%	133
2025 Q4	$295K	Buy	892 +264	+42%	+$89.5K	0.1%	130
2025 Q3	$217K	Sell	628 -1,705	-73%	-$516K	0.13%	141
2025 Q2	$761K	Sell	2,333 -62	-3%	-$23.7K	0.51%	52
2025 Q1	$1.25M	Sell	2,395 -9	-0.4%	-$4.6K	0.95%	22
2024 Q4	$1.22M	Buy	2,404 +18	+0.8%	+$10.2K	0.86%	25
2024 Q3	$1.22M	Buy	2,386 +7	+0.3%	+$3.96K	0.77%	27
2024 Q2	$1.21M	Sell	2,379 -226	-9%	-$111K	0.87%	22
2024 Q1	$1.29M	Buy	2,605 +246	+10%	+$125K	0.91%	25
2023 Q4	$1.24M	Buy	+2,359	New	+$1.26M	1.09%	15

Other funds holding UNH

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Richardson Financial Services's UNH Position: Q1 2026 in Review

Richardson Financial Services increased its UnitedHealth (UNH) stake by 5.8% in Q1 2026, buying an estimated $15.5K and bringing the position to 944 shares worth $255K. The position accounts for 0.16% of the portfolio, ranked #133.

Richardson Financial Services first reported a position in UNH in Q4 2023 and has held it in 10 quarters since. The position peaked at $1.29M in Q1 2024. 3,025 funds tracked by Wall St. Rank hold UNH as of Q1 2026.

Richardson Financial Services held 944 shares of UnitedHealth worth $255K as of Q1 2026.
Richardson Financial Services bought 52 UnitedHealth shares in Q1 2026, an estimated $15.5K.
UnitedHealth made up 0.16% of Richardson Financial Services's portfolio in Q1 2026, its #133 holding.
Richardson Financial Services first reported a position in UnitedHealth in Q4 2023 and has held it in 10 quarters since.
Richardson Financial Services's UnitedHealth position peaked at $1.29M in Q1 2024.
3,025 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.

Based on Richardson Financial Services's 13F filing for Q1 2026, filed 4 May 2026.