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Ridgecrest Wealth Partners’s UnitedHealth UNH Stock Holding History

Ridgecrest Wealth Partners’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 		– Sell
-704
Closed -$232K – 107
2025
Q4 		$232K Sell
704
-3
-0.4% -$1.02K 0.13% 90
2025
Q3 		$244K Hold
707
– – 0.11% 102
2025
Q2 		$221K Sell
707
-274
-28% -$105K 0.12% 103
2025
Q1 		$514K Sell
981
-71
-7% -$36.3K 0.27% 61
2024
Q4 		$532K Hold
1,052
– – 0.29% 57
2024
Q3 		$615K Buy
1,052
+173
+20% +$97.8K 0.32% 55
2024
Q2 		$448K Sell
879
-4
-0.5% -$1.96K 0.27% 63
2024
Q1 		$437K Buy
883
+1
+0.1% +$508 0.26% 65
2023
Q4 		$464K Sell
882
-9
-1% -$4.8K 0.31% 58
2023
Q3 		$449K Sell
891
-17
-2% -$8.37K 0.32% 58
2023
Q2 		$437K Buy
908
+72
+9% +$35.2K 0.29% 59
2023
Q1 		$395K Buy
836
+120
+17% +$57.9K 0.28% 60
2022
Q4 		$380K Hold
716
– – 0.29% 63
2022
Q3 		$362K Sell
716
-4
-0.6% -$2.1K 0.3% 63
2022
Q2 		$370K Sell
720
-25
-3% -$12.6K 0.27% 65
2022
Q1 		$380K Sell
745
-16
-2% -$7.72K 0.24% 73
2021
Q4 		$382K Sell
761
-22
-3% -$9.96K 0.19% 87
2021
Q3 		$306K Sell
783
-47
-6% -$19.5K 0.17% 91
2021
Q2 		$332K Buy
830
+24
+3% +$9.57K 0.21% 83
2021
Q1 		$300K Buy
+806
New +$279K 0.29% 66

Other funds holding UNH

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Ridgecrest Wealth Partners's UNH Position: Q1 2026 in Review

Ridgecrest Wealth Partners sold out of UnitedHealth (UNH) in Q1 2026, closing a stake of 704 shares — an estimated $232K sold.

Ridgecrest Wealth Partners first reported a position in UNH in Q1 2021 and held it in 20 quarters. The position peaked at $615K in Q3 2024. 3,019 funds tracked by Wall St. Rank hold UNH as of Q1 2026.

  • Ridgecrest Wealth Partners reported no remaining UnitedHealth position as of Q1 2026 after selling out during the quarter.
  • Ridgecrest Wealth Partners sold 704 UnitedHealth shares in Q1 2026, an estimated $232K.
  • Ridgecrest Wealth Partners first reported a position in UnitedHealth in Q1 2021 and held it in 20 quarters.
  • Ridgecrest Wealth Partners's UnitedHealth position peaked at $615K in Q3 2024.
  • 3,019 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.

Based on Ridgecrest Wealth Partners's 13F filing for Q1 2026, filed 22 Apr 2026.