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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
Q2 		$290K Sell
698
-246
-26% -$91.2K 0.16% 126
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
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

Richardson Financial Services's UNH Position: Q2 2026 in Review

Richardson Financial Services reduced its UnitedHealth (UNH) stake by 26% in Q2 2026, selling an estimated $91.2K and leaving 698 shares worth $290K. The position accounts for 0.16% of the portfolio, ranked #126.

Richardson Financial Services first reported a position in UNH in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.29M in Q1 2024. 3,394 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • Richardson Financial Services held 698 shares of UnitedHealth worth $290K as of Q2 2026.
  • Richardson Financial Services sold 246 UnitedHealth shares in Q2 2026, an estimated $91.2K.
  • UnitedHealth made up 0.16% of Richardson Financial Services's portfolio in Q2 2026, its #126 holding.
  • Richardson Financial Services first reported a position in UnitedHealth in Q4 2023 and has held it in 11 quarters since.
  • Richardson Financial Services's UnitedHealth position peaked at $1.29M in Q1 2024.
  • 3,394 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Richardson Financial Services's 13F filing for Q2 2026, filed 10 Aug 2026.