RDFA
UNH icon

Ritter Daniher Financial Advisory’s UnitedHealth UNH Stock Holding History

Ritter Daniher Financial Advisory’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 		$329K Sell
792
-242
-23% -$89.7K 0.05% 130
2026
Q1 		$280K Sell
1,034
-197
-16% -$58.7K 0.05% 137
2025
Q4 		$406K Sell
1,231
-229
-16% -$77.6K 0.07% 110
2025
Q3 		$504K Buy
1,460
+823
+129% +$249K 0.09% 98
2025
Q2 		$199K Sell
637
-36
-5% -$13.8K 0.05% 93
2025
Q1 		$352K Sell
673
-63
-9% -$32.2K 0.1% 63
2024
Q4 		$372K Sell
736
-7
-0.9% -$3.98K 0.11% 58
2024
Q3 		$434K Hold
743
– – 0.13% 54
2024
Q2 		$378K Sell
743
-54
-7% -$26.5K 0.12% 56
2024
Q1 		$394K Hold
797
– – 0.13% 55
2023
Q4 		$420K Sell
797
-19
-2% -$10.1K 0.16% 51
2023
Q3 		$411K Buy
816
+200
+32% +$98.4K 0.17% 48
2023
Q2 		$296K Hold
616
– – 0.12% 54
2023
Q1 		$291K Sell
616
-20
-3% -$9.65K 0.13% 54
2022
Q4 		$337K Buy
636
+179
+39% +$94.8K 0.16% 54
2022
Q3 		$231K Buy
457
+80
+21% +$42.1K 0.17% 62
2022
Q2 		$194K Hold
377
– – 0.14% 63
2022
Q1 		$192K Hold
377
– – 0.13% 58
2021
Q4 		$189K Buy
377
+60
+19% +$27.2K 0.13% 59
2021
Q3 		$124K Hold
317
– – 0.09% 75
2021
Q2 		$127K Buy
317
+127
+67% +$50.6K 0.09% 71
2021
Q1 		$71K Hold
190
– – 0.06% 84
2020
Q4 		$67K Buy
+190
New +$63.7K 0.06% 77

Other funds holding UNH

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $77B AUM 50.57% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
PAM
PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $19.6B AUM 18.11% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return
SI
Scharf Investments Los Gatos, California $3.03B AUM 7.75% 1-Year Est. Return