Riverwater Partners
UNH icon

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
Q3 		$761K Sell
2,072
-1,138
-35% -$458K 0.21% 108
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% +$15.2K 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

State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $483B AUM 27.72% 1-Year Est. Return

Riverwater Partners's UNH Position: Q3 2026 in Review

Riverwater Partners reduced its UnitedHealth (UNH) stake by 35% in Q3 2026, selling an estimated $458K and leaving 2,072 shares worth $761K. The position accounts for 0.21% of the portfolio, ranked #108.

Riverwater Partners first reported a position in UNH in Q4 2021 and has held it in 20 quarters since. The position peaked at $1.44M in Q1 2025. 2,547 funds tracked by Wall St. Rank hold UNH as of Q3 2026.

  • Riverwater Partners held 2,072 shares of UnitedHealth worth $761K as of Q3 2026.
  • Riverwater Partners sold 1,138 UnitedHealth shares in Q3 2026, an estimated $458K.
  • UnitedHealth made up 0.21% of Riverwater Partners's portfolio in Q3 2026, its #108 holding.
  • Riverwater Partners first reported a position in UnitedHealth in Q4 2021 and has held it in 20 quarters since.
  • Riverwater Partners's UnitedHealth position peaked at $1.44M in Q1 2025.
  • 2,547 funds tracked by Wall St. Rank held UnitedHealth as of Q3 2026.

Based on Riverwater Partners's 13F filing for Q3 2026, filed 3 Nov 2026.