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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
Q2 		$6.46M Buy
15,536
+5,020
+48% +$1.86M 0.24% 87
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 $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 $3.38T AUM 44.17% 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

Rothschild Investment LLC's UNH Position: Q2 2026 in Review

Rothschild Investment LLC increased its UnitedHealth (UNH) stake by 48% in Q2 2026, buying an estimated $1.86M and bringing the position to 15,536 shares worth $6.46M. The position accounts for 0.24% of the portfolio, ranked #87.

Rothschild Investment LLC first reported a position in UNH in Q2 2017 and has held it in 28 quarters since. 3,393 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • Rothschild Investment LLC held 15,536 shares of UnitedHealth worth $6.46M as of Q2 2026.
  • Rothschild Investment LLC bought 5,020 UnitedHealth shares in Q2 2026, an estimated $1.86M.
  • UnitedHealth made up 0.24% of Rothschild Investment LLC's portfolio in Q2 2026, its #87 holding.
  • Rothschild Investment LLC first reported a position in UnitedHealth in Q2 2017 and has held it in 28 quarters since.
  • 3,393 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Rothschild Investment LLC's 13F filing for Q2 2026, filed 6 Aug 2026.