RF
UNH icon

Rossby Financial’s UnitedHealth UNH Stock Holding History

Rossby Financial’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 		$361K Sell
868
-131
-13% -$48.6K 0.07% 258
2026
Q1 		$274K Buy
999
+293
+42% +$87.3K 0.06% 302
2025
Q4 		$233K Buy
706
+136
+24% +$46.1K 0.07% 257
2025
Q3 		$199K Sell
570
-39
-6% -$11.8K 0.06% 283
2025
Q2 		$190K Buy
609
+1
+0.2% +$382 0.07% 263
2025
Q1 		$255K Sell
608
-400
-40% -$204K 0.11% 188
2024
Q4 		$510K Buy
+1,008
New +$573K 0.32% 77

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

Rossby Financial's UNH Position: Q2 2026 in Review

Rossby Financial reduced its UnitedHealth (UNH) stake by 13% in Q2 2026, selling an estimated $48.6K and leaving 868 shares worth $361K. The position accounts for 0.07% of the portfolio, ranked #258.

Rossby Financial first reported a position in UNH in Q4 2024 and has held it in 7 quarters since. The position peaked at $510K in Q4 2024. 3,378 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • Rossby Financial held 868 shares of UnitedHealth worth $361K as of Q2 2026.
  • Rossby Financial sold 131 UnitedHealth shares in Q2 2026, an estimated $48.6K.
  • UnitedHealth made up 0.07% of Rossby Financial's portfolio in Q2 2026, its #258 holding.
  • Rossby Financial first reported a position in UnitedHealth in Q4 2024 and has held it in 7 quarters since.
  • Rossby Financial's UnitedHealth position peaked at $510K in Q4 2024.
  • 3,378 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Rossby Financial's 13F filing for Q2 2026, filed 4 Aug 2026.