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 New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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. 3,022 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.
3,022 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.