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Roberts, Glore & Co’s UnitedHealth UNH Stock Holding History

Roberts, Glore & Co’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 		$1.31M Sell
3,147
-1,949
-38% -$722K 0.32% 70
2026
Q1 		$1.38M Sell
5,096
-64
-1% -$19.1K 0.38% 65
2025
Q4 		$1.7M Sell
5,160
-264
-5% -$89.5K 0.45% 51
2025
Q3 		$1.87M Buy
5,424
+605
+13% +$183K 0.51% 49
2025
Q2 		$1.5M Buy
+4,819
New +$1.84M 0.44% 59

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

Roberts, Glore & Co's UNH Position: Q2 2026 in Review

Roberts, Glore & Co reduced its UnitedHealth (UNH) stake by 38% in Q2 2026, selling an estimated $722K and leaving 3,147 shares worth $1.31M. The position accounts for 0.32% of the portfolio, ranked #70.

Roberts, Glore & Co first reported a position in UNH in Q2 2025 and has held it in 5 quarters since. The position peaked at $1.87M in Q3 2025. 3,378 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • Roberts, Glore & Co held 3,147 shares of UnitedHealth worth $1.31M as of Q2 2026.
  • Roberts, Glore & Co sold 1,949 UnitedHealth shares in Q2 2026, an estimated $722K.
  • UnitedHealth made up 0.32% of Roberts, Glore & Co's portfolio in Q2 2026, its #70 holding.
  • Roberts, Glore & Co first reported a position in UnitedHealth in Q2 2025 and has held it in 5 quarters since.
  • Roberts, Glore & Co's UnitedHealth position peaked at $1.87M in Q3 2025.
  • 3,378 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Roberts, Glore & Co's 13F filing for Q2 2026, filed 11 Aug 2026.