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 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 New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Root Financial Partners's UNH Position: Q1 2026 in Review

Root Financial Partners increased its UnitedHealth (UNH) stake by 2.2% in Q1 2026, buying an estimated $10.4K and bringing the position to 1,652 shares worth $447K. The position accounts for 0.02% of the portfolio, ranked #184.

Root Financial Partners first reported a position in UNH in Q1 2024 and has held it in 9 quarters since. The position peaked at $888K in Q3 2024. 3,022 funds tracked by Wall St. Rank hold UNH as of Q1 2026.

Root Financial Partners held 1,652 shares of UnitedHealth worth $447K as of Q1 2026.
Root Financial Partners bought 35 UnitedHealth shares in Q1 2026, an estimated $10.4K.
UnitedHealth made up 0.02% of Root Financial Partners's portfolio in Q1 2026, its #184 holding.
Root Financial Partners first reported a position in UnitedHealth in Q1 2024 and has held it in 9 quarters since.
Root Financial Partners's UnitedHealth position peaked at $888K in Q3 2024.
3,022 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.