RiverGlades Family Offices’s UnitedHealth UNH Stock Holding History

RiverGlades Family Offices’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	–	Sell	-1,000	Closed	-$271K	–	114
2026 Q1	$271K	Buy	+1,000	New	+$298K	0.16%	77
2025 Q3	$622K	Hold	1,800	–	–	0.38%	43
2025 Q2	$562K	Buy	1,800 +200	+13%	+$76.4K	0.37%	46
2025 Q1	$838K	Hold	1,600	–	–	0.6%	30
2024 Q4	$809K	Hold	1,600	–	–	0.58%	31
2024 Q3	$935K	Sell	1,600 -200	-11%	-$113K	0.67%	31
2024 Q2	$917K	Hold	1,800	–	–	0.71%	30
2024 Q1	$913K	Buy	1,800 +400	+29%	+$203K	0.73%	30
2023 Q4	$725K	Hold	1,400	–	–	0.59%	32
2023 Q3	$706K	Hold	1,400	–	–	0.62%	33
2023 Q2	$673K	Hold	1,400	–	–	0.6%	34
2023 Q1	$662K	Hold	1,400	–	–	0.61%	32
2022 Q4	$742K	Buy	+1,400	New	+$742K	0.68%	31
2022 Q2	$719K	Hold	1,400	–	–	0.67%	30
2022 Q1	$714K	Hold	1,400	–	–	0.54%	37
2021 Q4	$703K	Hold	1,400	–	–	0.51%	38
2021 Q3	$547K	Hold	1,400	–	–	0.43%	40
2021 Q2	$561K	Sell	1,400 -80	-5%	-$31.9K	0.43%	38
2021 Q1	$551K	Hold	1,480	–	–	0.45%	37
2020 Q4	$519K	Hold	1,480	–	–	0.44%	36
2020 Q3	$461K	Hold	1,480	–	–	0.44%	38
2020 Q2	$437K	Sell	1,480 -85	-5%	-$24.4K	0.45%	39
2020 Q1	$390K	Buy	1,565 +400	+34%	+$110K	0.42%	41
2019 Q4	$342K	Sell	1,165 -650	-36%	-$170K	0.29%	51
2019 Q3	$394K	Buy	+1,815	New	+$438K	0.35%	44

Other funds holding UNH

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

RiverGlades Family Offices's UNH Position: Q2 2026 in Review

RiverGlades Family Offices sold out of UnitedHealth (UNH) in Q2 2026, closing a stake of 1,000 shares — an estimated $271K sold.

RiverGlades Family Offices first reported a position in UNH in Q3 2019 and held it in 25 quarters. The position peaked at $935K in Q3 2024. 3,367 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

RiverGlades Family Offices reported no remaining UnitedHealth position as of Q2 2026 after selling out during the quarter.
RiverGlades Family Offices sold 1,000 UnitedHealth shares in Q2 2026, an estimated $271K.
RiverGlades Family Offices first reported a position in UnitedHealth in Q3 2019 and held it in 25 quarters.
RiverGlades Family Offices's UnitedHealth position peaked at $935K in Q3 2024.
3,367 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on RiverGlades Family Offices's 13F filing for Q2 2026, filed 10 Aug 2026.