RMC
UNH icon

Ring Mountain Capital’s UnitedHealth UNH Stock Holding History

Ring Mountain Capital’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
2025
Q4 		– Sell
-711
Closed -$246K – 106
2025
Q3 		$246K Sell
711
-3
-0.4% -$907 0.14% 85
2025
Q2 		$202K Sell
714
-47
-6% -$18K 0.12% 94
2025
Q1 		$399K Sell
761
-46
-6% -$23.5K 0.3% 53
2024
Q4 		$408K Buy
+807
New +$459K 0.27% 56

Other funds holding UNH

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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
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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Ring Mountain Capital's UNH Position: Q4 2025 in Review

Ring Mountain Capital sold out of UnitedHealth (UNH) in Q4 2025, closing a stake of 711 shares — an estimated $246K sold.

Ring Mountain Capital first reported a position in UNH in Q4 2024 and held it in 4 quarters. The position peaked at $408K in Q4 2024. 3,296 funds tracked by Wall St. Rank hold UNH as of Q4 2025.

  • Ring Mountain Capital reported no remaining UnitedHealth position as of Q4 2025 after selling out during the quarter.
  • Ring Mountain Capital sold 711 UnitedHealth shares in Q4 2025, an estimated $246K.
  • Ring Mountain Capital first reported a position in UnitedHealth in Q4 2024 and held it in 4 quarters.
  • Ring Mountain Capital's UnitedHealth position peaked at $408K in Q4 2024.
  • 3,296 funds tracked by Wall St. Rank held UnitedHealth as of Q4 2025.

Based on Ring Mountain Capital's 13F filing for Q4 2025, filed 27 Jan 2026.