Roble Belko & Company’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $42K | Hold |
100
| – | – | ﹤0.01% | 223 |
|
|
2026
Q1 | $27K | Sell |
100
-46
| -32% | -$13.7K | ﹤0.01% | 246 |
|
|
2025
Q4 | $48K | Hold |
146
| – | – | 0.01% | 212 |
|
|
2025
Q3 | $50K | Hold |
146
| – | – | 0.01% | 173 |
|
|
2025
Q2 | $46K | Hold |
146
| – | – | 0.01% | 182 |
|
|
2025
Q1 | $76K | Hold |
146
| – | – | 0.01% | 146 |
|
|
2024
Q4 | $74K | Hold |
146
| – | – | 0.01% | 152 |
|
|
2024
Q3 | $85K | Hold |
146
| – | – | 0.01% | 142 |
|
|
2024
Q2 | $74K | Hold |
146
| – | – | 0.01% | 152 |
|
|
2024
Q1 | $72K | Hold |
146
| – | – | 0.01% | 157 |
|
|
2023
Q4 | $77K | Hold |
146
| – | – | 0.01% | 139 |
|
|
2023
Q3 | $74K | Hold |
146
| – | – | 0.02% | 132 |
|
|
2023
Q2 | $70K | Hold |
146
| – | – | 0.01% | 129 |
|
|
2023
Q1 | $69K | Hold |
146
| – | – | 0.01% | 141 |
|
|
2022
Q4 | $77K | Hold |
146
| – | – | 0.02% | 139 |
|
|
2022
Q3 | $74K | Hold |
146
| – | – | 0.02% | 136 |
|
|
2022
Q2 | $75K | Sell |
146
-10
| -6% | -$5.02K | 0.02% | 136 |
|
|
2022
Q1 | $80K | Buy |
156
+101
| +184% | +$48.7K | 0.02% | 145 |
|
|
2021
Q4 | $28K | Hold |
55
| – | – | 0.01% | 187 |
|
|
2021
Q3 | $21K | Hold |
55
| – | – | ﹤0.01% | 201 |
|
|
2021
Q2 | $22K | Hold |
55
| – | – | 0.01% | 210 |
|
|
2021
Q1 | $20K | Buy |
55
+9
| +20% | +$3.12K | ﹤0.01% | 210 |
|
|
2020
Q4 | $16K | Hold |
46
| – | – | ﹤0.01% | 208 |
|
|
2020
Q3 | $14K | Hold |
46
| – | – | ﹤0.01% | 214 |
|
|
2020
Q2 | $14K | Hold |
46
| – | – | ﹤0.01% | 227 |
|
|
2020
Q1 | $11K | Hold |
46
| – | – | ﹤0.01% | 240 |
|
|
2019
Q4 | $14K | Hold |
46
| – | – | ﹤0.01% | 243 |
|
|
2019
Q3 | $10K | Hold |
46
| – | – | ﹤0.01% | 260 |
|
|
2019
Q2 | $11K | Hold |
46
| – | – | ﹤0.01% | 253 |
|
|
2019
Q1 | $11K | Hold |
46
| – | – | ﹤0.01% | 220 |
|
|
2018
Q4 | $11K | Hold |
46
| – | – | ﹤0.01% | 201 |
|
|
2018
Q3 | $12K | Hold |
46
| – | – | ﹤0.01% | 205 |
|
|
2018
Q2 | $11K | Hold |
46
| – | – | ﹤0.01% | 218 |
|
|
2018
Q1 | $10K | Hold |
46
| – | – | ﹤0.01% | 239 |
|
|
2017
Q4 | $10K | Hold |
46
| – | – | ﹤0.01% | 232 |
|
|
2017
Q3 | $9K | Hold |
46
| – | – | ﹤0.01% | 201 |
|
|
2017
Q2 | $9K | Sell |
46
-290
| -86% | -$50.9K | ﹤0.01% | 202 |
|
|
2017
Q1 | $55K | Hold |
336
| – | – | 0.03% | 92 |
|
|
2016
Q4 | $54K | Buy |
336
+46
| +16% | +$6.87K | 0.03% | 96 |
|
|
2016
Q3 | $41K | Buy |
+290
| New | +$40.6K | 0.02% | 118 |
|
Other funds holding UNH
PAM
Roble Belko & Company's UNH Position: Q2 2026 in Review
Roble Belko & Company held its UnitedHealth (UNH) position steady in Q2 2026 at 100 shares worth $42K. The position accounts for ﹤0.01% of the portfolio, ranked #223.
Roble Belko & Company first reported a position in UNH in Q3 2016 and has held it in 40 quarters since. The position peaked at $85K in Q3 2024. 1,666 funds tracked by Wall St. Rank hold UNH as of Q2 2026.
- Roble Belko & Company held 100 shares of UnitedHealth worth $42K as of Q2 2026.
- Roble Belko & Company left its UnitedHealth share count unchanged in Q2 2026.
- UnitedHealth made up ﹤0.01% of Roble Belko & Company's portfolio in Q2 2026, its #223 holding.
- Roble Belko & Company first reported a position in UnitedHealth in Q3 2016 and has held it in 40 quarters since.
- Roble Belko & Company's UnitedHealth position peaked at $85K in Q3 2024.
- 1,666 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.
Based on Roble Belko & Company's 13F filing for Q2 2026, filed 24 Jul 2026.