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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
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

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

Root Financial Partners's UNH Position: Q2 2026 in Review

Root Financial Partners increased its UnitedHealth (UNH) stake by 44% in Q2 2026, buying an estimated $267K and bringing the position to 2,372 shares worth $986K. The position accounts for 0.04% of the portfolio, ranked #125.

Root Financial Partners first reported a position in UNH in Q1 2024 and has held it in 10 quarters since. 3,383 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • Root Financial Partners held 2,372 shares of UnitedHealth worth $986K as of Q2 2026.
  • Root Financial Partners bought 720 UnitedHealth shares in Q2 2026, an estimated $267K.
  • UnitedHealth made up 0.04% of Root Financial Partners's portfolio in Q2 2026, its #125 holding.
  • Root Financial Partners first reported a position in UnitedHealth in Q1 2024 and has held it in 10 quarters since.
  • 3,383 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.