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Riverwater Partners’s UnitedHealth UNH Stock Holding History

Riverwater Partners’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 		$1.33M Buy
3,210
+584
+22% +$216K 0.4% 85
2026
Q1 		$711K Buy
2,626
+168
+7% +$50K 0.24% 110
2025
Q4 		$811K Buy
2,458
+45
+2% +$15.3K 0.31% 91
2025
Q3 		$833K Buy
2,413
+441
+22% +$133K 0.35% 87
2025
Q2 		$615K Sell
1,972
-784
-28% -$300K 0.29% 98
2025
Q1 		$1.44M Buy
2,756
+225
+9% +$115K 0.74% 42
2024
Q4 		$1.28M Buy
2,531
+151
+6% +$85.8K 0.62% 48
2024
Q3 		$1.41M Sell
2,380
-47
-2% -$26.6K 0.7% 40
2024
Q2 		$1.24M Sell
2,427
-53
-2% -$26K 0.92% 25
2024
Q1 		$1.23M Buy
2,480
+283
+13% +$144K 0.9% 25
2023
Q4 		$1.16M Sell
2,197
-141
-6% -$75.2K 0.91% 24
2023
Q3 		$1.18M Sell
2,338
-12
-0.5% -$5.91K 1.07% 19
2023
Q2 		$1.13M Sell
2,350
-60
-2% -$29.3K 1% 20
2023
Q1 		$1.14M Buy
2,410
+289
+14% +$139K 1.05% 19
2022
Q4 		$1.12M Buy
2,121
+11
+0.5% +$5.83K 0.96% 22
2022
Q3 		$1.07M Sell
2,110
-68
-3% -$35.8K 1.06% 17
2022
Q2 		$1.12M Buy
2,178
+1,478
+211% +$742K 1.13% 12
2022
Q1 		$357K Sell
700
-1,293
-65% -$624K 0.59% 77
2021
Q4 		$1M Buy
+1,993
New +$902K 0.89% 24

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

Riverwater Partners's UNH Position: Q2 2026 in Review

Riverwater Partners increased its UnitedHealth (UNH) stake by 22% in Q2 2026, buying an estimated $216K and bringing the position to 3,210 shares worth $1.33M. The position accounts for 0.4% of the portfolio, ranked #85.

Riverwater Partners first reported a position in UNH in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.44M in Q1 2025. 3,383 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • Riverwater Partners held 3,210 shares of UnitedHealth worth $1.33M as of Q2 2026.
  • Riverwater Partners bought 584 UnitedHealth shares in Q2 2026, an estimated $216K.
  • UnitedHealth made up 0.4% of Riverwater Partners's portfolio in Q2 2026, its #85 holding.
  • Riverwater Partners first reported a position in UnitedHealth in Q4 2021 and has held it in 19 quarters since.
  • Riverwater Partners's UnitedHealth position peaked at $1.44M in Q1 2025.
  • 3,383 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Riverwater Partners's 13F filing for Q2 2026, filed 14 Aug 2026.