Richwood Investment Advisors’s UnitedHealth UNH Stock Holding History

Richwood Investment Advisors’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	$1.7M	Sell	4,089 -120	-3%	-$44.5K	1.2%	13
2026 Q1	$1.14M	Sell	4,209 -46	-1%	-$13.7K	0.88%	25
2025 Q4	$1.18M	Sell	4,255 -35	-0.8%	-$11.9K	0.85%	25
2025 Q3	$1.48M	Sell	4,290 -75	-2%	-$22.7K	1.16%	20
2025 Q2	$1.36M	Sell	4,365 -745	-15%	-$285K	1.12%	17
2025 Q1	$2.68M	Sell	5,110 -137	-3%	-$70K	2.28%	8
2024 Q4	$2.65M	Buy	5,247 +20	+0.4%	+$11.4K	2.21%	8
2024 Q3	$3.06M	Sell	5,227 -17	-0.3%	-$9.62K	2.53%	6
2024 Q2	$2.67M	Sell	5,244 -21	-0.4%	-$10.3K	2.34%	7
2024 Q1	$2.6M	Sell	5,265 -40	-0.8%	-$20.3K	2.31%	8
2023 Q4	$2.79M	Sell	5,305 -244	-4%	-$130K	2.62%	6
2023 Q3	$2.8M	Sell	5,549 -12	-0.2%	-$5.91K	2.85%	6
2023 Q2	$2.67M	Buy	5,561 +1	+0%	+$489	2.61%	6
2023 Q1	$2.63M	Sell	5,560 -100	-2%	-$48.3K	2.62%	6
2022 Q4	$3M	Sell	5,660 -20	-0.4%	-$10.6K	3.02%	4
2022 Q3	$2.87M	Sell	5,680 -161	-3%	-$84.7K	3.15%	4
2022 Q2	$3M	Buy	5,841 +10	+0.2%	+$5.02K	3.03%	4
2022 Q1	$2.97M	Buy	5,831 +340	+6%	+$164K	2.66%	5
2021 Q4	$2.76M	Buy	+5,491	New	+$2.49M	2.41%	5

Other funds holding UNH

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

PAM

PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

ECSS

Eurizon Capital SGR SpA Milan $37.3B AUM

Richwood Investment Advisors's UNH Position: Q2 2026 in Review

Richwood Investment Advisors reduced its UnitedHealth (UNH) stake by 2.9% in Q2 2026, selling an estimated $44.5K and leaving 4,089 shares worth $1.7M. The position accounts for 1.2% of the portfolio, ranked #13.

Richwood Investment Advisors first reported a position in UNH in Q4 2021 and has held it in 19 quarters since. The position peaked at $3.06M in Q3 2024. 1,444 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

Richwood Investment Advisors held 4,089 shares of UnitedHealth worth $1.7M as of Q2 2026.
Richwood Investment Advisors sold 120 UnitedHealth shares in Q2 2026, an estimated $44.5K.
UnitedHealth made up 1.2% of Richwood Investment Advisors's portfolio in Q2 2026, its #13 holding.
Richwood Investment Advisors first reported a position in UnitedHealth in Q4 2021 and has held it in 19 quarters since.
Richwood Investment Advisors's UnitedHealth position peaked at $3.06M in Q3 2024.
1,444 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Richwood Investment Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.