Rogco LP’s UnitedHealth UNH Stock Holding History

Rogco LP’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	$19.5K	Hold	47	–	–	0.01%	176
2026 Q1	$12.7K	Hold	47	–	–	﹤0.01%	172
2025 Q4	$15.5K	Hold	47	–	–	0.01%	162
2025 Q3	$16.2K	Sell	47 -1,985	-98%	-$600K	0.01%	155
2025 Q2	$634K	Buy	2,032 +368	+22%	+$141K	0.24%	68
2025 Q1	$872K	Sell	1,664 -561	-25%	-$287K	0.35%	45
2024 Q4	$1.13M	Sell	2,225 -2	-0.1%	-$1.14K	0.46%	37
2024 Q3	$1.3M	Sell	2,227 -107	-5%	-$60.5K	0.51%	37
2024 Q2	$1.19M	Sell	2,334 -273	-10%	-$134K	0.48%	36
2024 Q1	$1.29M	Sell	2,607 -798	-23%	-$406K	0.53%	37
2023 Q4	$1.79M	Buy	3,405 +1,062	+45%	+$566K	0.78%	28
2023 Q3	$1.18M	Buy	+2,343	New	+$1.15M	0.58%	33

Other funds holding UNH

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

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

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

Rogco LP's UNH Position: Q2 2026 in Review

Rogco LP held its UnitedHealth (UNH) position steady in Q2 2026 at 47 shares worth $19.5K. The position accounts for 0.01% of the portfolio, ranked #176.

Rogco LP first reported a position in UNH in Q3 2023 and has held it in 12 quarters since. The position peaked at $1.79M in Q4 2023. 1,670 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

Rogco LP held 47 shares of UnitedHealth worth $19.5K as of Q2 2026.
Rogco LP left its UnitedHealth share count unchanged in Q2 2026.
UnitedHealth made up 0.01% of Rogco LP's portfolio in Q2 2026, its #176 holding.
Rogco LP first reported a position in UnitedHealth in Q3 2023 and has held it in 12 quarters since.
Rogco LP's UnitedHealth position peaked at $1.79M in Q4 2023.
1,670 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Rogco LP's 13F filing for Q2 2026, filed 30 Jul 2026.