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Robertson Stephens Wealth Management’s UnitedHealth UNH Stock Holding History

Robertson Stephens Wealth Management’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 		$1.6M Sell
3,856
-550
-12% -$204K 0.04% 239
2026
Q1 		$1.19M Buy
4,406
+88
+2% +$26.2K 0.03% 271
2025
Q4 		$1.43M Sell
4,318
-117
-3% -$39.6K 0.04% 249
2025
Q3 		$1.53M Sell
4,435
-1,769
-29% -$535K 0.05% 207
2025
Q2 		$1.94M Sell
6,204
-1,341
-18% -$513K 0.06% 193
2025
Q1 		$3.95M Sell
7,545
-377
-5% -$193K 0.14% 126
2024
Q4 		$4.01M Sell
7,922
-2,025
-20% -$1.15M 0.14% 132
2024
Q3 		$5.82M Buy
9,947
+1,398
+16% +$791K 0.21% 97
2024
Q2 		$4.35M Buy
8,549
+1,762
+26% +$864K 0.22% 87
2024
Q1 		$3.36M Buy
6,787
+955
+16% +$486K 0.18% 103
2023
Q4 		$3.07M Sell
5,832
-532
-8% -$284K 0.19% 101
2023
Q3 		$3.21M Buy
6,364
+357
+6% +$176K 0.22% 99
2023
Q2 		$2.89M Buy
6,007
+57
+1% +$27.9K 0.2% 107
2023
Q1 		$2.81M Buy
5,950
+48
+0.8% +$23.2K 0.22% 97
2022
Q4 		$3.13M Sell
5,902
-534
-8% -$283K 0.3% 77
2022
Q3 		$3.25M Buy
6,436
+424
+7% +$223K 0.34% 59
2022
Q2 		$3.09M Sell
6,012
-864
-13% -$434K 0.29% 74
2022
Q1 		$3.51M Sell
6,876
-99
-1% -$47.7K 0.29% 72
2021
Q4 		$3.5M Buy
6,975
+3,181
+84% +$1.44M 0.29% 77
2021
Q3 		$1.48M Sell
3,794
-367
-9% -$152K 0.17% 88
2021
Q2 		$1.67M Buy
4,161
+251
+6% +$100K 0.2% 84
2021
Q1 		$1.45M Buy
3,910
+1,791
+85% +$621K 0.23% 77
2020
Q4 		$743K Sell
2,119
-807
-28% -$271K 0.16% 107
2020
Q3 		$912K Buy
+2,926
New +$899K 0.22% 84

Other funds holding UNH

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
PAM
PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Robertson Stephens Wealth Management's UNH Position: Q2 2026 in Review

Robertson Stephens Wealth Management reduced its UnitedHealth (UNH) stake by 12% in Q2 2026, selling an estimated $204K and leaving 3,856 shares worth $1.6M. The position accounts for 0.04% of the portfolio, ranked #239.

Robertson Stephens Wealth Management first reported a position in UNH in Q3 2020 and has held it in 24 quarters since. The position peaked at $5.82M in Q3 2024. 1,515 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • Robertson Stephens Wealth Management held 3,856 shares of UnitedHealth worth $1.6M as of Q2 2026.
  • Robertson Stephens Wealth Management sold 550 UnitedHealth shares in Q2 2026, an estimated $204K.
  • UnitedHealth made up 0.04% of Robertson Stephens Wealth Management's portfolio in Q2 2026, its #239 holding.
  • Robertson Stephens Wealth Management first reported a position in UnitedHealth in Q3 2020 and has held it in 24 quarters since.
  • Robertson Stephens Wealth Management's UnitedHealth position peaked at $5.82M in Q3 2024.
  • 1,515 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Robertson Stephens Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.