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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
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

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
VAM
Veritas Asset Management London, United Kingdom $5.56B AUM 3.46% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

Ridgewood Investments's UNH Position: Q2 2026 in Review

Ridgewood Investments reduced its UnitedHealth (UNH) stake by 26% in Q2 2026, selling an estimated $370K and leaving 2,799 shares worth $1.16M. The position accounts for 0.44% of the portfolio, ranked #74.

Ridgewood Investments first reported a position in UNH in Q1 2023 and has held it in 10 quarters since. 1,813 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • Ridgewood Investments held 2,799 shares of UnitedHealth worth $1.16M as of Q2 2026.
  • Ridgewood Investments sold 998 UnitedHealth shares in Q2 2026, an estimated $370K.
  • UnitedHealth made up 0.44% of Ridgewood Investments's portfolio in Q2 2026, its #74 holding.
  • Ridgewood Investments first reported a position in UnitedHealth in Q1 2023 and has held it in 10 quarters since.
  • 1,813 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Ridgewood Investments's 13F filing for Q2 2026, filed 3 Aug 2026.