RRAM
UNH icon

River Road Asset Management’s UnitedHealth UNH Stock Holding History

River Road Asset 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
2025
Q2 		– Sell
-58,770
Closed -$30.8M – 205
2025
Q1 		$30.8M Sell
58,770
-3,454
-6% -$1.77M 0.42% 81
2024
Q4 		$31.5M Buy
62,224
+20,559
+49% +$11.7M 0.42% 82
2024
Q3 		$24.4M Sell
41,665
-54,666
-57% -$30.9M 0.32% 91
2024
Q2 		$49.1M Buy
96,331
+26,423
+38% +$13M 0.7% 50
2024
Q1 		$34.6M Sell
69,908
-2,800
-4% -$1.42M 0.47% 68
2023
Q4 		$38.3M Sell
72,708
-5,670
-7% -$3.02M 0.53% 64
2023
Q3 		$39.5M Sell
78,378
-13,281
-14% -$6.54M 0.56% 61
2023
Q2 		$44.1M Buy
91,659
+6,858
+8% +$3.35M 0.61% 60
2023
Q1 		$40.1M Buy
84,801
+56,314
+198% +$27.2M 0.55% 67
2022
Q4 		$15.1M Sell
28,487
-1,615
-5% -$855K 0.21% 116
2022
Q3 		$15.2M Sell
30,102
-73
-0.2% -$38.4K 0.23% 105
2022
Q2 		$15.5M Sell
30,175
-27,724
-48% -$13.9M 0.22% 108
2022
Q1 		$29.5M Sell
57,899
-14,150
-20% -$6.82M 0.33% 85
2021
Q4 		$36.2M Sell
72,049
-11,860
-14% -$5.37M 0.39% 72
2021
Q3 		$32.8M Buy
83,909
+4,014
+5% +$1.66M 0.36% 79
2021
Q2 		$32M Buy
79,895
+69,268
+652% +$27.6M 0.34% 82
2021
Q1 		$3.95M Buy
10,627
+3,325
+46% +$1.15M 0.05% 144
2020
Q4 		$2.56M Sell
7,302
-159,967
-96% -$53.6M 0.04% 121
2020
Q3 		$52.1M Sell
167,269
-5,637
-3% -$1.73M 0.85% 42
2020
Q2 		$51M Sell
172,906
-34,623
-17% -$9.92M 0.88% 41
2020
Q1 		$51.8M Buy
207,529
+6,186
+3% +$1.7M 1.16% 26
2019
Q4 		$59.2M Buy
201,343
+27,885
+16% +$7.3M 0.93% 38
2019
Q3 		$37.7M Buy
+173,458
New +$41.9M 0.72% 56

Other funds holding UNH

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

River Road Asset Management's UNH Position: Q2 2025 in Review

River Road Asset Management sold out of UnitedHealth (UNH) in Q2 2025, closing a stake of 58,770 shares — an estimated $30.8M sold.

River Road Asset Management first reported a position in UNH in Q3 2019 and held it in 23 quarters. The position peaked at $59.2M in Q4 2019. 3,178 funds tracked by Wall St. Rank hold UNH as of Q2 2025.

  • River Road Asset Management reported no remaining UnitedHealth position as of Q2 2025 after selling out during the quarter.
  • River Road Asset Management sold 58,770 UnitedHealth shares in Q2 2025, an estimated $30.8M.
  • River Road Asset Management first reported a position in UnitedHealth in Q3 2019 and held it in 23 quarters.
  • River Road Asset Management's UnitedHealth position peaked at $59.2M in Q4 2019.
  • 3,178 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2025.

Based on River Road Asset Management's 13F filing for Q2 2025, filed 13 Aug 2025.