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Romano Brothers & Co’s UnitedHealth UNH Stock Holding History

Romano Brothers & Co’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 		$860K Sell
2,069
-9
-0.4% -$3.34K 0.09% 188
2026
Q1 		$562K Sell
2,078
-49
-2% -$14.6K 0.06% 215
2025
Q4 		$702K Sell
2,127
-93
-4% -$31.5K 0.08% 197
2025
Q3 		$767K Sell
2,220
-376
-14% -$114K 0.09% 191
2025
Q2 		$810K Sell
2,596
-1,523
-37% -$582K 0.1% 182
2025
Q1 		$2.16M Sell
4,119
-62
-1% -$31.7K 0.28% 98
2024
Q4 		$2.11M Sell
4,181
-55
-1% -$31.3K 0.27% 101
2024
Q3 		$2.48M Buy
4,236
+58
+1% +$32.8K 0.31% 98
2024
Q2 		$2.13M Buy
4,178
+32
+0.8% +$15.7K 0.29% 99
2024
Q1 		$2.05M Buy
4,146
+345
+9% +$175K 0.28% 108
2023
Q4 		$2M Sell
3,801
-33
-0.9% -$17.6K 0.3% 96
2023
Q3 		$1.93M Buy
3,834
+30
+0.8% +$14.8K 0.3% 98
2023
Q2 		$1.83M Buy
3,804
+37
+1% +$18.1K 0.27% 104
2023
Q1 		$1.78M Buy
3,767
+83
+2% +$40.1K 0.27% 107
2022
Q4 		$1.95M Buy
3,684
+697
+23% +$369K 0.3% 99
2022
Q3 		$1.51M Buy
+2,987
New +$1.57M 0.24% 110

Other funds holding UNH

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
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
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return

Romano Brothers & Co's UNH Position: Q2 2026 in Review

Romano Brothers & Co reduced its UnitedHealth (UNH) stake by 0.43% in Q2 2026, selling an estimated $3.34K and leaving 2,069 shares worth $860K. The position accounts for 0.09% of the portfolio, ranked #188.

Romano Brothers & Co first reported a position in UNH in Q3 2022 and has held it in 16 quarters since. The position peaked at $2.48M in Q3 2024. 1,091 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • Romano Brothers & Co held 2,069 shares of UnitedHealth worth $860K as of Q2 2026.
  • Romano Brothers & Co sold 9 UnitedHealth shares in Q2 2026, an estimated $3.34K.
  • UnitedHealth made up 0.09% of Romano Brothers & Co's portfolio in Q2 2026, its #188 holding.
  • Romano Brothers & Co first reported a position in UnitedHealth in Q3 2022 and has held it in 16 quarters since.
  • Romano Brothers & Co's UnitedHealth position peaked at $2.48M in Q3 2024.
  • 1,091 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Romano Brothers & Co's 13F filing for Q2 2026, filed 22 Jul 2026.