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Rothschild Investment LLC’s UnitedHealth UNH Stock Holding History

Rothschild Investment LLC’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 		$2.85M Sell
10,516
-570
-5% -$170K 0.15% 137
2025
Q4 		$3.66M Sell
11,086
-83
-0.7% -$28.1K 0.2% 106
2025
Q3 		$3.86M Buy
11,169
+291
+3% +$88K 0.22% 103
2025
Q2 		$3.39M Buy
10,878
+4,999
+85% +$1.91M 0.21% 107
2025
Q1 		$3.08M Sell
5,879
-520
-8% -$266K 0.21% 107
2024
Q4 		$3.24M Buy
6,399
+146
+2% +$83K 0.21% 108
2024
Q3 		$3.66M Buy
6,253
+309
+5% +$175K 0.24% 97
2024
Q2 		$3.03M Buy
5,944
+1,560
+36% +$765K 0.21% 103
2024
Q1 		$2.17M Buy
4,384
+2,357
+116% +$1.2M 0.16% 125
2023
Q4 		$1.07M Sell
2,027
-2,232
-52% -$1.19M 0.09% 182
2023
Q3 		$2.15M Buy
4,259
+342
+9% +$168K 0.18% 124
2023
Q2 		$1.88M Buy
3,917
+888
+29% +$434K 0.16% 133
2023
Q1 		$1.43M Buy
3,029
+11
+0.4% +$5.31K 0.13% 162
2022
Q4 		$1.6M Sell
3,018
-21
-0.7% -$11.1K 0.15% 146
2022
Q3 		$1.53M Sell
3,039
-11
-0.4% -$5.78K 0.15% 147
2022
Q2 		$1.57M Hold
3,050
– – 0.14% 148
2022
Q1 		$1.55M Sell
3,050
-12
-0.4% -$5.79K 0.12% 166
2021
Q4 		$1.54M Sell
3,062
-50
-2% -$22.6K 0.12% 169
2021
Q3 		$1.22M Sell
3,112
-1,851
-37% -$767K 0.1% 192
2021
Q2 		$1.99M Buy
4,963
+180
+4% +$71.8K 0.16% 138
2021
Q1 		$1.78M Buy
4,783
+1,477
+45% +$512K 0.15% 142
2020
Q4 		$1.16M Sell
3,306
-366
-10% -$123K 0.11% 181
2020
Q3 		$1.14M Hold
3,672
– – 0.12% 156
2020
Q2 		$1.08M Sell
3,672
-4,646
-56% -$1.33M 0.13% 155
2020
Q1 		$2.07M Buy
8,318
+148
+2% +$40.7K 0.27% 98
2019
Q4 		$2.4M Buy
+8,170
New +$2.14M 0.24% 114
2017
Q3 		– Sell
-1,194
Closed -$221K – 434
2017
Q2 		$221K Buy
+1,194
New +$209K 0.03% 401

Other funds holding UNH

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Rothschild Investment LLC's UNH Position: Q1 2026 in Review

Rothschild Investment LLC reduced its UnitedHealth (UNH) stake by 5.1% in Q1 2026, selling an estimated $170K and leaving 10,516 shares worth $2.85M. The position accounts for 0.15% of the portfolio, ranked #137.

Rothschild Investment LLC first reported a position in UNH in Q2 2017 and has held it in 27 quarters since. The position peaked at $3.86M in Q3 2025. 3,019 funds tracked by Wall St. Rank hold UNH as of Q1 2026.

  • Rothschild Investment LLC held 10,516 shares of UnitedHealth worth $2.85M as of Q1 2026.
  • Rothschild Investment LLC sold 570 UnitedHealth shares in Q1 2026, an estimated $170K.
  • UnitedHealth made up 0.15% of Rothschild Investment LLC's portfolio in Q1 2026, its #137 holding.
  • Rothschild Investment LLC first reported a position in UnitedHealth in Q2 2017 and has held it in 27 quarters since.
  • Rothschild Investment LLC's UnitedHealth position peaked at $3.86M in Q3 2025.
  • 3,019 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.

Based on Rothschild Investment LLC's 13F filing for Q1 2026, filed 7 May 2026.