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Ritholtz Wealth Management’s UnitedHealth UNH Stock Holding History

Ritholtz Wealth Management’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
Q1 		$3.78M Sell
13,953
-5,526
-28% -$1.65M 0.07% 222
2025
Q4 		$6.43M Buy
19,479
+1,526
+8% +$517K 0.12% 107
2025
Q3 		$6.2M Buy
17,953
+3,943
+28% +$1.19M 0.12% 99
2025
Q2 		$4.37M Sell
14,010
-4,396
-24% -$1.68M 0.1% 129
2025
Q1 		$9.64M Buy
18,406
+1,772
+11% +$906K 0.29% 46
2024
Q4 		$8.41M Sell
16,634
-1,757
-10% -$998K 0.25% 47
2024
Q3 		$10.8M Buy
18,391
+5,339
+41% +$3.02M 0.32% 41
2024
Q2 		$6.65M Sell
13,052
-2,859
-18% -$1.4M 0.22% 59
2024
Q1 		$7.87M Sell
15,911
-955
-6% -$486K 0.27% 45
2023
Q4 		$8.88M Buy
16,866
+2,744
+19% +$1.46M 0.34% 36
2023
Q3 		$7.12M Sell
14,122
-2,244
-14% -$1.1M 0.32% 43
2023
Q2 		$7.87M Buy
16,366
+7,048
+76% +$3.45M 0.35% 37
2023
Q1 		$4.4M Sell
9,318
-7,724
-45% -$3.73M 0.22% 61
2022
Q4 		$9.04M Sell
17,042
-2,778
-14% -$1.47M 0.5% 30
2022
Q3 		$10M Buy
19,820
+10,159
+105% +$5.34M 0.53% 23
2022
Q2 		$4.96M Buy
9,661
+692
+8% +$348K 0.31% 33
2022
Q1 		$4.57M Buy
8,969
+1,132
+14% +$546K 0.31% 37
2021
Q4 		$3.94M Buy
7,837
+308
+4% +$139K 0.24% 42
2021
Q3 		$2.94M Buy
7,529
+108
+1% +$44.7K 0.2% 49
2021
Q2 		$2.97M Buy
7,421
+1,037
+16% +$413K 0.21% 48
2021
Q1 		$2.38M Sell
6,384
-372
-6% -$129K 0.2% 53
2020
Q4 		$2.37M Buy
6,756
+3,922
+138% +$1.31M 0.23% 47
2020
Q3 		$884K Buy
2,834
+808
+40% +$248K 0.1% 85
2020
Q2 		$597K Buy
2,026
+386
+24% +$111K 0.08% 98
2020
Q1 		$409K Buy
1,640
+360
+28% +$99.1K 0.07% 84
2019
Q4 		$376K Buy
1,280
+364
+40% +$95.2K 0.05% 101
2019
Q3 		$199K Buy
916
+30
+3% +$7.24K 0.03% 126
2019
Q2 		$216K Buy
+886
New +$213K 0.04% 118

Other funds holding UNH

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
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
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Ritholtz Wealth Management's UNH Position: Q1 2026 in Review

Ritholtz Wealth Management reduced its UnitedHealth (UNH) stake by 28% in Q1 2026, selling an estimated $1.65M and leaving 13,953 shares worth $3.78M. The position accounts for 0.07% of the portfolio, ranked #222.

Ritholtz Wealth Management first reported a position in UNH in Q2 2019 and has held it in 28 quarters since. The position peaked at $10.8M in Q3 2024. 3,024 funds tracked by Wall St. Rank hold UNH as of Q1 2026.

  • Ritholtz Wealth Management held 13,953 shares of UnitedHealth worth $3.78M as of Q1 2026.
  • Ritholtz Wealth Management sold 5,526 UnitedHealth shares in Q1 2026, an estimated $1.65M.
  • UnitedHealth made up 0.07% of Ritholtz Wealth Management's portfolio in Q1 2026, its #222 holding.
  • Ritholtz Wealth Management first reported a position in UnitedHealth in Q2 2019 and has held it in 28 quarters since.
  • Ritholtz Wealth Management's UnitedHealth position peaked at $10.8M in Q3 2024.
  • 3,024 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.

Based on Ritholtz Wealth Management's 13F filing for Q1 2026, filed 20 Apr 2026.