Riversedge Advisors’s UnitedHealth UNH Stock Holding History

Riversedge 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 Q3	$649K	Buy	1,769 +23	+1%	+$9.26K	0.08%	113
2026 Q2	$726K	Buy	1,746 +535	+44%	+$198K	0.1%	84
2026 Q1	$328K	Sell	1,211 -31	-2%	-$9.23K	0.05%	136
2025 Q4	$410K	Buy	1,242 +107	+9%	+$36.3K	0.07%	95
2025 Q3	$392K	Buy	+1,135	New	+$343K	0.07%	89
2025 Q2	–	Sell	-558	Closed	-$292K	–	135
2025 Q1	$292K	Buy	+558	New	+$285K	0.07%	92
2024 Q4	–	Sell	-387	Closed	-$226K	–	109
2024 Q3	$226K	Buy	+387	New	+$219K	0.05%	84

Other funds holding UNH

Sanders Capital West Palm Beach, Florida $103B AUM 36.66% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $53.6B AUM 32.29% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Riversedge Advisors's UNH Position: Q3 2026 in Review

Riversedge Advisors increased its UnitedHealth (UNH) stake by 1.3% in Q3 2026, buying an estimated $9.26K and bringing the position to 1,769 shares worth $649K. The position accounts for 0.08% of the portfolio, ranked #113.

Riversedge Advisors first reported a position in UNH in Q3 2024 and has held it in 7 quarters since. The position peaked at $726K in Q2 2026. 1,608 funds tracked by Wall St. Rank hold UNH as of Q3 2026.

Riversedge Advisors held 1,769 shares of UnitedHealth worth $649K as of Q3 2026.
Riversedge Advisors bought 23 UnitedHealth shares in Q3 2026, an estimated $9.26K.
UnitedHealth made up 0.08% of Riversedge Advisors's portfolio in Q3 2026, its #113 holding.
Riversedge Advisors first reported a position in UnitedHealth in Q3 2024 and has held it in 7 quarters since.
Riversedge Advisors's UnitedHealth position peaked at $726K in Q2 2026.
1,608 funds tracked by Wall St. Rank held UnitedHealth as of Q3 2026.

Based on Riversedge Advisors's 13F filing for Q3 2026, filed 9 Oct 2026.