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Ridgewood Investments’s UnitedHealth UNH Stock Holding History

Ridgewood Investments’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
Q3 		$589K Sell
1,604
-1,195
-43% -$481K 0.22% 130
2026
Q2 		$1.16M Sell
2,799
-998
-26% -$370K 0.44% 74
2026
Q1 		$1.03M Buy
+3,797
New +$1.13M 0.42% 74
2025
Q3 		$577K Buy
1,671
+1,160
+227% +$351K 0.24% 119
2025
Q2 		$159K Buy
511
+390
+322% +$149K 0.07% 208
2025
Q1 		$63.1K Hold
121
– – 0.03% 287
2024
Q4 		$61K Hold
121
– – 0.03% 280
2024
Q3 		$70.5K Sell
121
-4
-3% -$2.26K 0.04% 267
2024
Q2 		$63.8K Buy
+125
New +$61.3K 0.03% 289
2023
Q3 		– Sell
-172
Closed -$82.8K – 729
2023
Q2 		$82.8K Buy
172
+28
+19% +$13.7K 0.05% 258
2023
Q1 		$68.2K Buy
+144
New +$69.5K 0.04% 295

Other funds holding UNH

MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
BTCPP
Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return
AIM
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
QPBE
Quintet Private Bank (Europe) Luxembourg $2.28B AUM 23.89% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
CA
CapWealth Advisors Franklin, Tennessee $1.32B AUM 21.6% 1-Year Est. Return
AMBIA
Allen Mooney & Barnes Investment Advisors Thomasville, Georgia $673M AUM 20.03% 1-Year Est. Return
VCM
Violich Capital Management San Francisco, California $927M AUM 28.93% 1-Year Est. Return
TFA
Toth Financial Advisory Leesburg, Virginia $1B AUM 19.18% 1-Year Est. Return

Ridgewood Investments's UNH Position: Q3 2026 in Review

Ridgewood Investments reduced its UnitedHealth (UNH) stake by 43% in Q3 2026, selling an estimated $481K and leaving 1,604 shares worth $589K. The position accounts for 0.22% of the portfolio, ranked #130.

Ridgewood Investments first reported a position in UNH in Q1 2023 and has held it in 11 quarters since. The position peaked at $1.16M in Q2 2026. 169 funds tracked by Wall St. Rank hold UNH as of Q3 2026.

  • Ridgewood Investments held 1,604 shares of UnitedHealth worth $589K as of Q3 2026.
  • Ridgewood Investments sold 1,195 UnitedHealth shares in Q3 2026, an estimated $481K.
  • UnitedHealth made up 0.22% of Ridgewood Investments's portfolio in Q3 2026, its #130 holding.
  • Ridgewood Investments first reported a position in UnitedHealth in Q1 2023 and has held it in 11 quarters since.
  • Ridgewood Investments's UnitedHealth position peaked at $1.16M in Q2 2026.
  • 169 funds tracked by Wall St. Rank held UnitedHealth as of Q3 2026.

Based on Ridgewood Investments's 13F filing for Q3 2026, filed 5 Oct 2026.