Rowlandmiller & Partners’s UnitedHealth UNH Stock Holding History

Rowlandmiller & Partners’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	$2.15M	Sell	5,168 -509	-9%	-$189K	0.39%	57
2026 Q1	$1.54M	Buy	5,677 +678	+14%	+$202K	0.31%	70
2025 Q4	$1.65M	Buy	4,999 +426	+9%	+$144K	0.32%	68
2025 Q3	$1.58M	Buy	4,573 +2,210	+94%	+$668K	0.31%	68
2025 Q2	$737K	Buy	2,363 +2,123	+885%	+$811K	0.15%	90
2025 Q1	$126K	Hold	240	–	–	0.03%	168
2024 Q4	$121K	Sell	240 -5	-2%	-$2.84K	0.03%	170
2024 Q3	$143K	Hold	245	–	–	0.03%	157
2024 Q2	$125K	Hold	245	–	–	0.03%	160
2024 Q1	$121K	Hold	245	–	–	0.03%	170
2023 Q4	$129K	Hold	245	–	–	0.03%	158
2023 Q3	$124K	Sell	245 -44	-15%	-$21.7K	0.03%	159
2023 Q2	$139K	Buy	289 +3	+1%	+$1.47K	0.03%	161
2023 Q1	$135K	Hold	286	–	–	0.03%	160
2022 Q4	$148K	Hold	286	–	–	0.04%	156
2022 Q3	$144K	Buy	286 +49	+21%	+$25.8K	0.04%	153
2022 Q2	$122K	Hold	237	–	–	0.03%	162
2022 Q1	$121K	Sell	237 -100	-30%	-$48.2K	0.03%	165
2021 Q4	$169K	Buy	+337	New	+$153K	0.04%	151
2021 Q3	–	Sell	-337	Closed	-$135K	–	185
2021 Q2	$135K	Hold	337	–	–	0.03%	160
2021 Q1	$125K	Hold	337	–	–	0.03%	155
2020 Q4	$118K	Buy	+337	New	+$113K	0.03%	156

Other funds holding UNH

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

PAM

PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Rowlandmiller & Partners's UNH Position: Q2 2026 in Review

Rowlandmiller & Partners reduced its UnitedHealth (UNH) stake by 9% in Q2 2026, selling an estimated $189K and leaving 5,168 shares worth $2.15M. The position accounts for 0.39% of the portfolio, ranked #57.

Rowlandmiller & Partners first reported a position in UNH in Q4 2020 and has held it in 22 quarters since. 1,542 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

Rowlandmiller & Partners held 5,168 shares of UnitedHealth worth $2.15M as of Q2 2026.
Rowlandmiller & Partners sold 509 UnitedHealth shares in Q2 2026, an estimated $189K.
UnitedHealth made up 0.39% of Rowlandmiller & Partners's portfolio in Q2 2026, its #57 holding.
Rowlandmiller & Partners first reported a position in UnitedHealth in Q4 2020 and has held it in 22 quarters since.
1,542 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Rowlandmiller & Partners's 13F filing for Q2 2026, filed 23 Jul 2026.