RIG
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RiverFront Investment Group’s UnitedHealth UNH Stock Holding History

RiverFront Investment Group’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 		$1.48M Buy
3,556
+237
+7% +$87.8K 0.02% 201
2026
Q1 		$898K Buy
3,319
+379
+13% +$113K 0.01% 207
2025
Q4 		$971K Buy
2,940
+338
+13% +$115K 0.02% 165
2025
Q3 		$898K Buy
2,602
+46
+2% +$13.9K 0.02% 160
2025
Q2 		$798K Sell
2,556
-30,742
-92% -$11.7M 0.02% 166
2025
Q1 		$17.4M Buy
33,298
+3,587
+12% +$1.83M 0.39% 59
2024
Q4 		$15M Buy
29,711
+2,208
+8% +$1.25M 0.34% 59
2024
Q3 		$16.1M Buy
27,503
+2,455
+10% +$1.39M 0.38% 54
2024
Q2 		$12.8M Buy
25,048
+2,254
+10% +$1.1M 0.34% 57
2024
Q1 		$11.3M Buy
22,794
+1,804
+9% +$917K 0.32% 53
2023
Q4 		$11.1M Buy
20,990
+1,166
+6% +$622K 0.35% 50
2023
Q3 		$10M Buy
19,824
+1,152
+6% +$567K 0.35% 47
2023
Q2 		$8.97M Buy
18,672
+910
+5% +$445K 0.29% 51
2023
Q1 		$8.39M Buy
17,762
+266
+2% +$128K 0.3% 49
2022
Q4 		$1.99M Sell
17,496
-3,035
-15% -$1.61M 0.45% 48
2022
Q3 		$11.1M Sell
20,531
-1,277
-6% -$671K 0.41% 46
2022
Q2 		$11.2M Buy
21,808
+3,702
+20% +$1.86M 0.42% 46
2022
Q1 		$9.23M Buy
18,106
+2,020
+13% +$974K 0.3% 52
2021
Q4 		$8.08M Buy
16,086
+1,230
+8% +$557K 0.25% 50
2021
Q3 		$5.8M Sell
14,856
-15,746
-51% -$6.52M 0.19% 48
2021
Q2 		$12.3M Buy
30,602
+500
+2% +$199K 0.25% 47
2021
Q1 		$11.2M Sell
30,102
-231
-0.8% -$80K 0.24% 52
2020
Q4 		$10.6M Buy
+30,333
New +$10.2M 0.23% 55

Other funds holding UNH

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

RiverFront Investment Group's UNH Position: Q2 2026 in Review

RiverFront Investment Group increased its UnitedHealth (UNH) stake by 7.1% in Q2 2026, buying an estimated $87.8K and bringing the position to 3,556 shares worth $1.48M. The position accounts for 0.02% of the portfolio, ranked #201.

RiverFront Investment Group first reported a position in UNH in Q4 2020 and has held it in 23 quarters since. The position peaked at $17.4M in Q1 2025. 3,367 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • RiverFront Investment Group held 3,556 shares of UnitedHealth worth $1.48M as of Q2 2026.
  • RiverFront Investment Group bought 237 UnitedHealth shares in Q2 2026, an estimated $87.8K.
  • UnitedHealth made up 0.02% of RiverFront Investment Group's portfolio in Q2 2026, its #201 holding.
  • RiverFront Investment Group first reported a position in UnitedHealth in Q4 2020 and has held it in 23 quarters since.
  • RiverFront Investment Group's UnitedHealth position peaked at $17.4M in Q1 2025.
  • 3,367 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on RiverFront Investment Group's 13F filing for Q2 2026, filed 29 Jul 2026.