RGC
UNH icon

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
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 $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

Roberts, Glore & Co's UNH Position: Q1 2026 in Review

Roberts, Glore & Co reduced its UnitedHealth (UNH) stake by 1.2% in Q1 2026, selling an estimated $19.1K and leaving 5,096 shares worth $1.38M. The position accounts for 0.38% of the portfolio, ranked #65.

Roberts, Glore & Co first reported a position in UNH in Q2 2025 and has held it in 4 quarters since. The position peaked at $1.87M in Q3 2025. 3,019 funds tracked by Wall St. Rank hold UNH as of Q1 2026.

  • Roberts, Glore & Co held 5,096 shares of UnitedHealth worth $1.38M as of Q1 2026.
  • Roberts, Glore & Co sold 64 UnitedHealth shares in Q1 2026, an estimated $19.1K.
  • UnitedHealth made up 0.38% of Roberts, Glore & Co's portfolio in Q1 2026, its #65 holding.
  • Roberts, Glore & Co first reported a position in UnitedHealth in Q2 2025 and has held it in 4 quarters since.
  • Roberts, Glore & Co's UnitedHealth position peaked at $1.87M in Q3 2025.
  • 3,019 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.

Based on Roberts, Glore & Co's 13F filing for Q1 2026, filed 4 May 2026.