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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
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Riverwater Partners's UNH Position: Q1 2026 in Review

Riverwater Partners increased its UnitedHealth (UNH) stake by 6.8% in Q1 2026, buying an estimated $50K and bringing the position to 2,626 shares worth $711K. The position accounts for 0.24% of the portfolio, ranked #110.

Riverwater Partners first reported a position in UNH in Q4 2021 and has held it in 18 quarters since. The position peaked at $1.44M in Q1 2025. 3,024 funds tracked by Wall St. Rank hold UNH as of Q1 2026.

  • Riverwater Partners held 2,626 shares of UnitedHealth worth $711K as of Q1 2026.
  • Riverwater Partners bought 168 UnitedHealth shares in Q1 2026, an estimated $50K.
  • UnitedHealth made up 0.24% of Riverwater Partners's portfolio in Q1 2026, its #110 holding.
  • Riverwater Partners first reported a position in UnitedHealth in Q4 2021 and has held it in 18 quarters since.
  • Riverwater Partners's UnitedHealth position peaked at $1.44M in Q1 2025.
  • 3,024 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.

Based on Riverwater Partners's 13F filing for Q1 2026, filed 8 May 2026.