Root Financial Partners
UNH icon

Root Financial Partners’s UnitedHealth UNH Stock Holding History

Root Financial Partners’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
Q3 		$929K Buy
2,530
+158
+7% +$63.6K 0.03% 148
2026
Q2 		$986K Buy
2,372
+720
+44% +$267K 0.04% 125
2026
Q1 		$447K Buy
1,652
+35
+2% +$10.4K 0.02% 184
2025
Q4 		$534K Sell
1,617
-1
-0.1% -$339 0.03% 151
2025
Q3 		$559K Sell
1,618
-75
-4% -$22.7K 0.03% 133
2025
Q2 		$528K Buy
1,693
+263
+18% +$101K 0.05% 120
2025
Q1 		$749K Sell
1,430
-210
-13% -$107K 0.08% 84
2024
Q4 		$829K Buy
1,640
+122
+8% +$69.3K 0.1% 75
2024
Q3 		$888K Buy
1,518
+266
+21% +$150K 0.14% 53
2024
Q2 		$638K Buy
1,252
+112
+10% +$54.9K 0.15% 56
2024
Q1 		$564K Buy
+1,140
New +$580K 0.17% 52

Other funds holding UNH

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $53.6B AUM 32.29% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
PineStone Asset Management
PineStone Asset Management Montreal, Quebec, Canada $15.4B AUM 14.92% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $57B AUM 43.56% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Root Financial Partners's UNH Position: Q3 2026 in Review

Root Financial Partners increased its UnitedHealth (UNH) stake by 6.7% in Q3 2026, buying an estimated $63.6K and bringing the position to 2,530 shares worth $929K. The position accounts for 0.03% of the portfolio, ranked #148.

Root Financial Partners first reported a position in UNH in Q1 2024 and has held it in 11 quarters since. The position peaked at $986K in Q2 2026. 1,389 funds tracked by Wall St. Rank hold UNH as of Q3 2026.

  • Root Financial Partners held 2,530 shares of UnitedHealth worth $929K as of Q3 2026.
  • Root Financial Partners bought 158 UnitedHealth shares in Q3 2026, an estimated $63.6K.
  • UnitedHealth made up 0.03% of Root Financial Partners's portfolio in Q3 2026, its #148 holding.
  • Root Financial Partners first reported a position in UnitedHealth in Q1 2024 and has held it in 11 quarters since.
  • Root Financial Partners's UnitedHealth position peaked at $986K in Q2 2026.
  • 1,389 funds tracked by Wall St. Rank held UnitedHealth as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.