Roberts Capital Advisors’s UnitedHealth UNH Stock Holding History

Roberts Capital 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
2025 Q4	–	Sell	-2,314	Closed	-$799K	–	58
2025 Q3	$799K	Buy	+2,314	New	+$700K	0.89%	35

Other funds holding UNH

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Roberts Capital Advisors's UNH Position: Q4 2025 in Review

Roberts Capital Advisors sold out of UnitedHealth (UNH) in Q4 2025, closing a stake of 2,314 shares — an estimated $799K sold.

Roberts Capital Advisors first reported a position in UNH in Q3 2025 and held it in 1 quarter. The position peaked at $799K in Q3 2025. 3,296 funds tracked by Wall St. Rank hold UNH as of Q4 2025.

Roberts Capital Advisors reported no remaining UnitedHealth position as of Q4 2025 after selling out during the quarter.
Roberts Capital Advisors sold 2,314 UnitedHealth shares in Q4 2025, an estimated $799K.
Roberts Capital Advisors first reported a position in UnitedHealth in Q3 2025 and held it in 1 quarter.
Roberts Capital Advisors's UnitedHealth position peaked at $799K in Q3 2025.
3,296 funds tracked by Wall St. Rank held UnitedHealth as of Q4 2025.

Based on Roberts Capital Advisors's 13F filing for Q4 2025.