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Round Rock Advisors’s UnitedHealth UNH Stock Holding History

Round Rock 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 		$3.77M Sell
9,062
-295
-3% -$109K 0.49% 28
2026
Q1 		$2.53M Sell
9,357
-734
-7% -$219K 0.39% 37
2025
Q4 		$3.33M Sell
10,091
-22
-0.2% -$7.46K 0.5% 30
2025
Q3 		$3.49M Buy
10,113
+10
+0.1% +$3.02K 0.55% 29
2025
Q2 		$3.15M Sell
10,103
-38
-0.4% -$14.5K 0.54% 34
2025
Q1 		$5.31M Sell
10,141
-69
-0.7% -$35.3K 0.99% 21
2024
Q4 		$5.16M Sell
10,210
-447
-4% -$254K 1.06% 18
2024
Q3 		$6.23M Hold
10,657
– – 1.46% 17
2024
Q2 		$5.43M Buy
10,657
+426
+4% +$209K 1.32% 17
2024
Q1 		$5.06M Sell
10,231
-1,683
-14% -$856K 1.21% 18
2023
Q4 		$6.27M Buy
+11,914
New +$6.35M 1.58% 15

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

Round Rock Advisors's UNH Position: Q2 2026 in Review

Round Rock Advisors reduced its UnitedHealth (UNH) stake by 3.2% in Q2 2026, selling an estimated $109K and leaving 9,062 shares worth $3.77M. The position accounts for 0.49% of the portfolio, ranked #28.

Round Rock Advisors first reported a position in UNH in Q4 2023 and has held it in 11 quarters since. The position peaked at $6.27M in Q4 2023. 3,389 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • Round Rock Advisors held 9,062 shares of UnitedHealth worth $3.77M as of Q2 2026.
  • Round Rock Advisors sold 295 UnitedHealth shares in Q2 2026, an estimated $109K.
  • UnitedHealth made up 0.49% of Round Rock Advisors's portfolio in Q2 2026, its #28 holding.
  • Round Rock Advisors first reported a position in UnitedHealth in Q4 2023 and has held it in 11 quarters since.
  • Round Rock Advisors's UnitedHealth position peaked at $6.27M in Q4 2023.
  • 3,389 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Round Rock Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.