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Rollins Financial Advisors’s UnitedHealth UNH Stock Holding History

Rollins Financial 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 		$640K Buy
1,540
+321
+26% +$119K 0.08% 99
2026
Q1 		$330K Buy
1,219
+504
+70% +$150K 0.05% 127
2025
Q4 		$236K Buy
715
+128
+22% +$43.4K 0.03% 142
2025
Q3 		$203K Buy
+587
New +$178K 0.03% 141
2025
Q1 		– Sell
-549
Closed -$278K – 141
2024
Q4 		$278K Sell
549
-48
-8% -$27.3K 0.04% 107
2024
Q3 		$349K Buy
597
+70
+13% +$39.6K 0.06% 96
2024
Q2 		$268K Hold
527
– – 0.05% 105
2024
Q1 		$260K Buy
+527
New +$268K 0.05% 100

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

Rollins Financial Advisors's UNH Position: Q2 2026 in Review

Rollins Financial Advisors increased its UnitedHealth (UNH) stake by 26% in Q2 2026, buying an estimated $119K and bringing the position to 1,540 shares worth $640K. The position accounts for 0.08% of the portfolio, ranked #99.

Rollins Financial Advisors first reported a position in UNH in Q1 2024 and has held it in 8 quarters since. 3,367 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • Rollins Financial Advisors held 1,540 shares of UnitedHealth worth $640K as of Q2 2026.
  • Rollins Financial Advisors bought 321 UnitedHealth shares in Q2 2026, an estimated $119K.
  • UnitedHealth made up 0.08% of Rollins Financial Advisors's portfolio in Q2 2026, its #99 holding.
  • Rollins Financial Advisors first reported a position in UnitedHealth in Q1 2024 and has held it in 8 quarters since.
  • 3,367 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Rollins Financial Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.