RC
UNH icon

Roundview Capital’s UnitedHealth UNH Stock Holding History

Roundview Capital’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 		$5.41M Buy
13,019
+26
+0.2% +$9.64K 0.3% 80
2026
Q1 		$3.52M Sell
12,993
-4,986
-28% -$1.48M 0.22% 104
2025
Q4 		$5.94M Buy
17,979
+20
+0.1% +$6.78K 0.37% 65
2025
Q3 		$6.2M Buy
17,959
+2,070
+13% +$626K 0.39% 57
2025
Q2 		$4.96M Sell
15,889
-3,445
-18% -$1.32M 0.33% 69
2025
Q1 		$10.1M Sell
19,334
-4,105
-18% -$2.1M 0.73% 30
2024
Q4 		$11.9M Sell
23,439
-1,240
-5% -$705K 0.83% 25
2024
Q3 		$14.4M Sell
24,679
-106
-0.4% -$60K 1.05% 19
2024
Q2 		$12.6M Sell
24,785
-2,625
-10% -$1.29M 0.99% 19
2024
Q1 		$13.6M Buy
27,410
+1,161
+4% +$590K 1.11% 17
2023
Q4 		$13.8M Buy
26,249
+235
+0.9% +$125K 1.27% 14
2023
Q3 		$13.1M Buy
26,014
+985
+4% +$485K 1.32% 13
2023
Q2 		$12M Buy
25,029
+2,701
+12% +$1.32M 1.17% 17
2023
Q1 		$10.6M Buy
22,328
+514
+2% +$248K 1.1% 16
2022
Q4 		$11.6M Buy
21,814
+457
+2% +$242K 1.32% 12
2022
Q3 		$10.8M Buy
21,357
+271
+1% +$143K 1.36% 12
2022
Q2 		$10.8M Sell
21,086
-126
-0.6% -$63.3K 1.3% 12
2022
Q1 		$10.8M Buy
21,212
+434
+2% +$209K 1.11% 15
2021
Q4 		$10.4M Buy
20,778
+1,133
+6% +$513K 1.04% 21
2021
Q3 		$7.68M Buy
19,645
+1,870
+11% +$775K 0.85% 24
2021
Q2 		$7.12M Buy
17,775
+1,187
+7% +$473K 0.79% 25
2021
Q1 		$6.17M Buy
16,588
+168
+1% +$58.2K 0.78% 27
2020
Q4 		$5.76M Buy
16,420
+663
+4% +$222K 0.79% 30
2020
Q3 		$4.91M Sell
15,757
-88
-0.6% -$27K 0.77% 29
2020
Q2 		$4.67M Buy
15,845
+504
+3% +$144K 0.79% 28
2020
Q1 		$3.83M Buy
15,341
+2,180
+17% +$600K 0.81% 30
2019
Q4 		$3.87M Buy
13,161
+1,230
+10% +$322K 0.74% 31
2019
Q3 		$2.59M Buy
11,931
+325
+3% +$78.4K 0.56% 51
2019
Q2 		$2.83M Buy
11,606
+580
+5% +$140K 0.64% 41
2019
Q1 		$2.73M Buy
11,026
+9
+0.1% +$2.29K 0.65% 47
2018
Q4 		$2.75M Buy
11,017
+145
+1% +$38.3K 0.77% 35
2018
Q3 		$2.89M Buy
10,872
+10
+0.1% +$2.6K 0.71% 36
2018
Q2 		$2.67M Buy
10,862
+70
+0.6% +$16.8K 0.7% 37
2018
Q1 		$2.31M Sell
10,792
-550
-5% -$126K 0.65% 45
2017
Q4 		$2.5M Buy
11,342
+116
+1% +$24.6K 0.65% 45
2017
Q3 		$2.2M Sell
11,226
-341
-3% -$65.9K 0.63% 47
2017
Q2 		$2.15M Buy
11,567
+14
+0.1% +$2.46K 0.63% 51
2017
Q1 		$1.9M Sell
11,553
-131
-1% -$21.5K 0.59% 58
2016
Q4 		$1.87M Buy
11,684
+540
+5% +$80.7K 0.6% 51
2016
Q3 		$1.56M Sell
11,144
-365
-3% -$51.1K 0.55% 54
2016
Q2 		$1.63M Hold
11,509
– – 0.6% 55
2016
Q1 		$1.48M Sell
11,509
-250
-2% -$29.6K 0.55% 58
2015
Q4 		$1.38M Buy
11,759
+1,294
+12% +$151K 0.55% 58
2015
Q3 		$1.21M Buy
10,465
+30
+0.3% +$3.59K 0.52% 59
2015
Q2 		$1.27M Sell
10,435
-545
-5% -$64.5K 0.48% 66
2015
Q1 		$1.3M Hold
10,980
– – 0.51% 62
2014
Q4 		$1.11M Sell
10,980
-80
-0.7% -$7.58K 0.46% 71
2014
Q3 		$954K Hold
11,060
– – 0.43% 69
2014
Q2 		$904K Buy
11,060
+1,040
+10% +$81.8K 0.37% 89
2014
Q1 		$822K Hold
10,020
– – 0.4% 77
2013
Q4 		$755K Sell
10,020
-300
-3% -$21.6K 0.35% 86
2013
Q3 		$739K Hold
10,320
– – 0.38% 80
2013
Q2 		$676K Buy
+10,320
New +$642K 0.42% 74

Other funds holding UNH

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
VAM
Veritas Asset Management London, United Kingdom $5.56B AUM 3.46% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

Roundview Capital's UNH Position: Q2 2026 in Review

Roundview Capital increased its UnitedHealth (UNH) stake by 0.2% in Q2 2026, buying an estimated $9.64K and bringing the position to 13,019 shares worth $5.41M. The position accounts for 0.3% of the portfolio, ranked #80.

Roundview Capital first reported a position in UNH in Q2 2013 and has held it in 53 quarters since. The position peaked at $14.4M in Q3 2024. 1,742 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • Roundview Capital held 13,019 shares of UnitedHealth worth $5.41M as of Q2 2026.
  • Roundview Capital bought 26 UnitedHealth shares in Q2 2026, an estimated $9.64K.
  • UnitedHealth made up 0.3% of Roundview Capital's portfolio in Q2 2026, its #80 holding.
  • Roundview Capital first reported a position in UnitedHealth in Q2 2013 and has held it in 53 quarters since.
  • Roundview Capital's UnitedHealth position peaked at $14.4M in Q3 2024.
  • 1,742 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Roundview Capital's 13F filing for Q2 2026, filed 30 Jul 2026.