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Riverbend Wealth Management’s UnitedHealth UNH Stock Holding History

Riverbend 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
2025
Q3 		– Sell
-1,761
Closed -$550K – 142
2025
Q2 		$550K Sell
1,761
-812
-32% -$310K 0.42% 72
2025
Q1 		$1.35M Buy
2,573
+224
+10% +$115K 1.21% 23
2024
Q4 		$1.2M Buy
+2,349
New +$1.33M 1.07% 23

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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Riverbend Wealth Management's UNH Position: Q3 2025 in Review

Riverbend Wealth Management sold out of UnitedHealth (UNH) in Q3 2025, closing a stake of 1,761 shares — an estimated $550K sold.

Riverbend Wealth Management first reported a position in UNH in Q4 2024 and held it in 3 quarters. The position peaked at $1.35M in Q1 2025. 3,160 funds tracked by Wall St. Rank hold UNH as of Q3 2025.

  • Riverbend Wealth Management reported no remaining UnitedHealth position as of Q3 2025 after selling out during the quarter.
  • Riverbend Wealth Management sold 1,761 UnitedHealth shares in Q3 2025, an estimated $550K.
  • Riverbend Wealth Management first reported a position in UnitedHealth in Q4 2024 and held it in 3 quarters.
  • Riverbend Wealth Management's UnitedHealth position peaked at $1.35M in Q1 2025.
  • 3,160 funds tracked by Wall St. Rank held UnitedHealth as of Q3 2025.

Based on Riverbend Wealth Management's 13F filing for Q3 2025, filed 21 Oct 2025.