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River Wealth Advisors’s UnitedHealth UNH Stock Holding History

River Wealth Advisors’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 		$264K Sell
974
-75
-7% -$22.3K 0.03% 185
2025
Q4 		$346K Sell
1,049
-703
-40% -$238K 0.04% 170
2025
Q3 		$605K Sell
1,752
-9,475
-84% -$2.87M 0.07% 145
2025
Q2 		$3.5M Sell
11,227
-1,305
-10% -$499K 0.44% 55
2025
Q1 		$6.56M Sell
12,532
-46
-0.4% -$23.5K 0.91% 30
2024
Q4 		$6.36M Buy
12,578
+1,105
+10% +$628K 0.84% 31
2024
Q3 		$6.71M Buy
11,473
+428
+4% +$242K 0.89% 30
2024
Q2 		$5.62M Buy
11,045
+567
+5% +$278K 0.81% 33
2024
Q1 		$5.18M Buy
10,478
+293
+3% +$149K 0.75% 34
2023
Q4 		$5.36M Buy
10,185
+335
+3% +$179K 0.86% 30
2023
Q3 		$4.97M Buy
9,850
+655
+7% +$322K 0.89% 30
2023
Q2 		$4.42M Buy
9,195
+444
+5% +$217K 0.75% 34
2023
Q1 		$4.14M Buy
8,751
+818
+10% +$395K 0.75% 32
2022
Q4 		$4.21M Buy
7,933
+1,539
+24% +$815K 0.81% 32
2022
Q3 		$3.23M Buy
6,394
+418
+7% +$220K 0.7% 44
2022
Q2 		$3.07M Buy
5,976
+290
+5% +$146K 0.57% 56
2022
Q1 		$2.9M Buy
5,686
+963
+20% +$464K 0.46% 65
2021
Q4 		$2.37M Buy
4,723
+164
+4% +$74.2K 0.37% 74
2021
Q3 		$1.78M Sell
4,559
-8
-0.2% -$3.31K 0.31% 84
2021
Q2 		$1.83M Buy
4,567
+81
+2% +$32.3K 0.32% 82
2021
Q1 		$1.67M Buy
4,486
+264
+6% +$91.5K 0.31% 83
2020
Q4 		$1.48M Buy
4,222
+55
+1% +$18.4K 0.32% 79
2020
Q3 		$1.3M Buy
4,167
+980
+31% +$301K 0.34% 79
2020
Q2 		$940K Buy
3,187
+1,330
+72% +$381K 0.29% 91
2020
Q1 		$463K Buy
1,857
+85
+5% +$23.4K 0.18% 111
2019
Q4 		$521K Buy
1,772
+249
+16% +$65.1K 0.18% 110
2019
Q3 		$331K Sell
1,523
-59
-4% -$14.2K 0.13% 135
2019
Q2 		$386K Buy
1,582
+199
+14% +$47.9K 0.15% 125
2019
Q1 		$342K Sell
1,383
-75
-5% -$19.1K 0.14% 129
2018
Q4 		$363K Buy
1,458
+3
+0.2% +$792 0.16% 119
2018
Q3 		$387K Sell
1,455
-38
-3% -$9.88K 0.14% 127
2018
Q2 		$366K Hold
1,493
– – 0.14% 128
2018
Q1 		$320K Hold
1,493
– – 0.13% 133
2017
Q4 		$329K Hold
1,493
– – 0.14% 132
2017
Q3 		$292K Sell
1,493
-437
-23% -$84.4K 0.13% 134
2017
Q2 		$358K Buy
1,930
+85
+5% +$14.9K 0.17% 129
2017
Q1 		$303K Buy
1,845
+170
+10% +$27.8K 0.15% 132
2016
Q4 		$268K Sell
1,675
-85
-5% -$12.7K 0.14% 136
2016
Q3 		$246K Buy
1,760
+70
+4% +$9.8K 0.14% 136
2016
Q2 		$239K Hold
1,690
– – 0.14% 139
2016
Q1 		$218K Buy
+1,690
New +$200K 0.13% 141

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

River Wealth Advisors's UNH Position: Q1 2026 in Review

River Wealth Advisors reduced its UnitedHealth (UNH) stake by 7.1% in Q1 2026, selling an estimated $22.3K and leaving 974 shares worth $264K. The position accounts for 0.03% of the portfolio, ranked #185.

River Wealth Advisors first reported a position in UNH in Q1 2016 and has held it in 41 quarters since. The position peaked at $6.71M in Q3 2024. 3,022 funds tracked by Wall St. Rank hold UNH as of Q1 2026.

  • River Wealth Advisors held 974 shares of UnitedHealth worth $264K as of Q1 2026.
  • River Wealth Advisors sold 75 UnitedHealth shares in Q1 2026, an estimated $22.3K.
  • UnitedHealth made up 0.03% of River Wealth Advisors's portfolio in Q1 2026, its #185 holding.
  • River Wealth Advisors first reported a position in UnitedHealth in Q1 2016 and has held it in 41 quarters since.
  • River Wealth Advisors's UnitedHealth position peaked at $6.71M in Q3 2024.
  • 3,022 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.

Based on River Wealth Advisors's 13F filing for Q1 2026, filed 13 May 2026.