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Rooted Wealth Advisors’s UnitedHealth UNH Stock Holding History

Rooted Wealth 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 		$941K Sell
2,263
-632
-22% -$234K 0.23% 68
2026
Q1 		$937K Buy
2,895
+243
+9% +$72.4K 0.25% 66
2025
Q4 		$732K Buy
2,652
+95
+4% +$32.2K 0.21% 73
2025
Q3 		$921K Buy
2,557
+667
+35% +$202K 0.28% 57
2025
Q2 		$575K Buy
1,890
+972
+106% +$371K 0.2% 60
2025
Q1 		$482K Buy
918
+54
+6% +$27.6K 0.21% 58
2024
Q4 		$444K Buy
864
+293
+51% +$166K 0.17% 64
2024
Q3 		$333K Buy
+571
New +$323K 0.15% 70
2024
Q1 		– Sell
-449
Closed -$229K – 83
2023
Q4 		$229K Sell
449
-33
-7% -$17.6K 0.12% 70
2023
Q3 		$259K Sell
482
-26
-5% -$12.8K 0.16% 66
2023
Q2 		$239K Buy
508
+32
+7% +$15.6K 0.16% 67
2023
Q1 		$244K Sell
476
-80
-14% -$38.6K 0.18% 68
2022
Q4 		$295K Buy
+556
New +$295K 0.25% 50

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

Rooted Wealth Advisors's UNH Position: Q2 2026 in Review

Rooted Wealth Advisors reduced its UnitedHealth (UNH) stake by 22% in Q2 2026, selling an estimated $234K and leaving 2,263 shares worth $941K. The position accounts for 0.23% of the portfolio, ranked #68.

Rooted Wealth Advisors first reported a position in UNH in Q4 2022 and has held it in 13 quarters since. 3,367 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • Rooted Wealth Advisors held 2,263 shares of UnitedHealth worth $941K as of Q2 2026.
  • Rooted Wealth Advisors sold 632 UnitedHealth shares in Q2 2026, an estimated $234K.
  • UnitedHealth made up 0.23% of Rooted Wealth Advisors's portfolio in Q2 2026, its #68 holding.
  • Rooted Wealth Advisors first reported a position in UnitedHealth in Q4 2022 and has held it in 13 quarters since.
  • 3,367 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Rooted Wealth Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.