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Roehl & Yi Investment Advisors’s UnitedHealth UNH Stock Holding History

Roehl & Yi Investment 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
2026
Q2 		$458K Buy
1,102
+50
+5% +$18.5K 0.15% 122
2026
Q1 		$285K Buy
1,052
+189
+22% +$56.3K 0.11% 138
2025
Q4 		$285K Sell
863
-155
-15% -$52.5K 0.11% 134
2025
Q3 		$352K Sell
1,018
-907
-47% -$274K 0.15% 116
2025
Q2 		$601K Sell
1,925
-260
-12% -$99.4K 0.31% 76
2025
Q1 		$1.14M Sell
2,185
-94
-4% -$48.1K 0.62% 29
2024
Q4 		$1.15M Buy
+2,279
New +$1.29M 0.63% 30

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

Roehl & Yi Investment Advisors's UNH Position: Q2 2026 in Review

Roehl & Yi Investment Advisors increased its UnitedHealth (UNH) stake by 4.8% in Q2 2026, buying an estimated $18.5K and bringing the position to 1,102 shares worth $458K. The position accounts for 0.15% of the portfolio, ranked #122.

Roehl & Yi Investment Advisors first reported a position in UNH in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.15M in Q4 2024. 3,372 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • Roehl & Yi Investment Advisors held 1,102 shares of UnitedHealth worth $458K as of Q2 2026.
  • Roehl & Yi Investment Advisors bought 50 UnitedHealth shares in Q2 2026, an estimated $18.5K.
  • UnitedHealth made up 0.15% of Roehl & Yi Investment Advisors's portfolio in Q2 2026, its #122 holding.
  • Roehl & Yi Investment Advisors first reported a position in UnitedHealth in Q4 2024 and has held it in 7 quarters since.
  • Roehl & Yi Investment Advisors's UnitedHealth position peaked at $1.15M in Q4 2024.
  • 3,372 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Roehl & Yi Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.