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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
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

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
PAM
PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Riversedge Advisors's UNH Position: Q2 2026 in Review

Riversedge Advisors increased its UnitedHealth (UNH) stake by 44% in Q2 2026, buying an estimated $198K and bringing the position to 1,746 shares worth $726K. The position accounts for 0.1% of the portfolio, ranked #84.

Riversedge Advisors first reported a position in UNH in Q3 2024 and has held it in 6 quarters since. 1,059 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • Riversedge Advisors held 1,746 shares of UnitedHealth worth $726K as of Q2 2026.
  • Riversedge Advisors bought 535 UnitedHealth shares in Q2 2026, an estimated $198K.
  • UnitedHealth made up 0.1% of Riversedge Advisors's portfolio in Q2 2026, its #84 holding.
  • Riversedge Advisors first reported a position in UnitedHealth in Q3 2024 and has held it in 6 quarters since.
  • 1,059 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Riversedge Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.