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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
Q2 		$232K Buy
+557
New +$206K 0.11% 97
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 $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 $3.37T AUM 44.26% 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

Ridgecrest Wealth Partners's UNH Position: Q2 2026 in Review

Ridgecrest Wealth Partners opened a new position in UnitedHealth (UNH) in Q2 2026: 557 shares worth $232K. The stake represents 0.11% of the portfolio and ranks #97 among its holdings. This is a return to the name: Ridgecrest Wealth Partners previously reported a position in UNH as recently as Q4 2025.

Ridgecrest Wealth Partners first reported a position in UNH in Q1 2021 and has held it in 21 quarters since. The position peaked at $615K in Q3 2024. 3,378 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • Ridgecrest Wealth Partners held 557 shares of UnitedHealth worth $232K as of Q2 2026.
  • UnitedHealth was a new Ridgecrest Wealth Partners position in Q2 2026.
  • UnitedHealth made up 0.11% of Ridgecrest Wealth Partners's portfolio in Q2 2026, its #97 holding.
  • Ridgecrest Wealth Partners first reported a position in UnitedHealth in Q1 2021 and has held it in 21 quarters since.
  • Ridgecrest Wealth Partners's UnitedHealth position peaked at $615K in Q3 2024.
  • 3,378 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Ridgecrest Wealth Partners's 13F filing for Q2 2026, filed 5 Aug 2026.