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 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 New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Round Rock Advisors's UNH Position: Q1 2026 in Review

Round Rock Advisors reduced its UnitedHealth (UNH) stake by 7.3% in Q1 2026, selling an estimated $219K and leaving 9,357 shares worth $2.53M. The position accounts for 0.39% of the portfolio, ranked #37.

Round Rock Advisors first reported a position in UNH in Q4 2023 and has held it in 10 quarters since. The position peaked at $6.27M in Q4 2023. 3,024 funds tracked by Wall St. Rank hold UNH as of Q1 2026.

Round Rock Advisors held 9,357 shares of UnitedHealth worth $2.53M as of Q1 2026.
Round Rock Advisors sold 734 UnitedHealth shares in Q1 2026, an estimated $219K.
UnitedHealth made up 0.39% of Round Rock Advisors's portfolio in Q1 2026, its #37 holding.
Round Rock Advisors first reported a position in UnitedHealth in Q4 2023 and has held it in 10 quarters since.
Round Rock Advisors's UnitedHealth position peaked at $6.27M in Q4 2023.
3,024 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.

Based on Round Rock Advisors's 13F filing for Q1 2026, filed 15 May 2026.