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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
2021
Q1 		– Sell
-200
Closed -$19K – 496
2020
Q4 		$19K Sell
200
-100
-33% -$33.5K ﹤0.01% 398
2020
Q3 		$18K Buy
+300
New +$92.2K ﹤0.01% 320
2019
Q4 		– Sell
-700
Closed -$14K – 168
2019
Q3 		$14K Buy
700
+100
+17% +$24.1K ﹤0.01% 140
2019
Q2 		$23K Buy
+600
New +$144K ﹤0.01% 135

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 $3.38T AUM 44.17% 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

Ritholtz Wealth Management's UNH Position: Q2 2026 in Review

Ritholtz Wealth Management increased its UnitedHealth (UNH) stake by 61% in Q2 2026, buying an estimated $3.13M and bringing the position to 22,405 shares worth $9.31M. The position accounts for 0.14% of the portfolio, ranked #90.

Ritholtz Wealth Management first reported a position in UNH in Q2 2019 and has held it in 29 quarters since. The position peaked at $10.8M in Q3 2024. 3,394 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • Ritholtz Wealth Management held 22,405 shares of UnitedHealth worth $9.31M as of Q2 2026.
  • Ritholtz Wealth Management bought 8,452 UnitedHealth shares in Q2 2026, an estimated $3.13M.
  • UnitedHealth made up 0.14% of Ritholtz Wealth Management's portfolio in Q2 2026, its #90 holding.
  • Ritholtz Wealth Management first reported a position in UnitedHealth in Q2 2019 and has held it in 29 quarters since.
  • Ritholtz Wealth Management's UnitedHealth position peaked at $10.8M in Q3 2024.
  • 3,394 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Ritholtz Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.