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Rise Advisors’s UnitedHealth UNH Stock Holding History

Rise Advisors’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 		$266K Buy
+641
New +$238K 0.07% 87
2025
Q4 		– Sell
-622
Closed -$215K – 1352
2025
Q3 		$215K Sell
622
-28
-4% -$8.47K 0.08% 91
2025
Q2 		$203K Sell
650
-78
-11% -$29.8K 0.08% 95
2025
Q1 		$381K Buy
728
+90
+14% +$46K 0.17% 57
2024
Q4 		$323K Sell
638
-1
-0.2% -$568 0.16% 62
2024
Q3 		$374K Sell
639
-58
-8% -$32.8K 0.18% 58
2024
Q2 		$355K Buy
697
+3
+0.4% +$1.47K 0.19% 57
2024
Q1 		$344K Buy
694
+481
+226% +$245K 0.18% 57
2023
Q4 		$112K Buy
213
+163
+326% +$86.9K 0.08% 97
2023
Q3 		$25.3K Sell
50
-6
-11% -$2.95K 0.02% 205
2023
Q2 		$27K Sell
56
-20
-26% -$9.78K 0.02% 207
2023
Q1 		$35.9K Buy
76
+4
+6% +$1.93K 0.03% 185
2022
Q4 		$38.1K Hold
72
– – 0.03% 175
2022
Q3 		$36K Hold
72
– – 0.03% 187
2022
Q2 		$37K Sell
72
-4
-5% -$2.01K 0.04% 169
2022
Q1 		$39K Hold
76
– – 0.04% 171
2021
Q4 		$38K Buy
+76
New +$34.4K 0.04% 178

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

Rise Advisors's UNH Position: Q2 2026 in Review

Rise Advisors opened a new position in UnitedHealth (UNH) in Q2 2026: 641 shares worth $266K. The stake represents 0.07% of the portfolio and ranks #87 among its holdings. This is a return to the name: Rise Advisors previously reported a position in UNH as recently as Q3 2025.

Rise Advisors first reported a position in UNH in Q4 2021 and has held it in 17 quarters since. The position peaked at $381K in Q1 2025. 3,367 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • Rise Advisors held 641 shares of UnitedHealth worth $266K as of Q2 2026.
  • UnitedHealth was a new Rise Advisors position in Q2 2026.
  • UnitedHealth made up 0.07% of Rise Advisors's portfolio in Q2 2026, its #87 holding.
  • Rise Advisors first reported a position in UnitedHealth in Q4 2021 and has held it in 17 quarters since.
  • Rise Advisors's UnitedHealth position peaked at $381K in Q1 2025.
  • 3,367 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Rise Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.