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Royal Capital Wealth Management’s UnitedHealth UNH Stock Holding History

Royal Capital Wealth Management’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 		$1.68M Sell
6,224
-37
-0.6% -$11K 1.05% 23
2025
Q4 		$2.07M Sell
6,261
-31
-0.5% -$10.5K 1.22% 21
2025
Q3 		$2.17M Sell
6,292
-159
-2% -$48.1K 1.33% 21
2025
Q2 		$2.01M Buy
6,451
+21
+0.3% +$8.03K 1.34% 20
2025
Q1 		$3.37M Buy
6,430
+12
+0.2% +$6.13K 2.36% 12
2024
Q4 		$3.25M Sell
6,418
-58
-0.9% -$33K 2.28% 12
2024
Q3 		$3.79M Sell
6,476
-155
-2% -$87.7K 2.68% 12
2024
Q2 		$3.38M Sell
6,631
-35
-0.5% -$17.2K 2.54% 13
2024
Q1 		$3.3M Sell
6,666
-14
-0.2% -$7.12K 2.59% 10
2023
Q4 		$3.52M Sell
6,680
-85
-1% -$45.3K 3.05% 7
2023
Q3 		$3.41M Buy
6,765
+11
+0.2% +$5.41K 3.27% 7
2023
Q2 		$3.25M Sell
6,754
-107
-2% -$52.3K 3.06% 7
2023
Q1 		$3.24M Sell
6,861
-255
-4% -$123K 3.26% 8
2022
Q4 		$3.77M Sell
7,116
-41
-0.6% -$21.7K 4.01% 6
2022
Q3 		$3.61M Buy
7,157
+9
+0.1% +$4.73K 4.21% 5
2022
Q2 		$3.67M Sell
7,148
-35
-0.5% -$17.6K 3.98% 5
2022
Q1 		$3.66M Buy
7,183
+3
+0% +$1.45K 3.58% 4
2021
Q4 		$3.6M Buy
+7,180
New +$3.25M 3.5% 5

Other funds holding UNH

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Royal Capital Wealth Management's UNH Position: Q1 2026 in Review

Royal Capital Wealth Management reduced its UnitedHealth (UNH) stake by 0.59% in Q1 2026, selling an estimated $11K and leaving 6,224 shares worth $1.68M. The position accounts for 1.05% of the portfolio, ranked #23.

Royal Capital Wealth Management first reported a position in UNH in Q4 2021 and has held it in 18 quarters since. The position peaked at $3.79M in Q3 2024. 3,024 funds tracked by Wall St. Rank hold UNH as of Q1 2026.

  • Royal Capital Wealth Management held 6,224 shares of UnitedHealth worth $1.68M as of Q1 2026.
  • Royal Capital Wealth Management sold 37 UnitedHealth shares in Q1 2026, an estimated $11K.
  • UnitedHealth made up 1.05% of Royal Capital Wealth Management's portfolio in Q1 2026, its #23 holding.
  • Royal Capital Wealth Management first reported a position in UnitedHealth in Q4 2021 and has held it in 18 quarters since.
  • Royal Capital Wealth Management's UnitedHealth position peaked at $3.79M in Q3 2024.
  • 3,024 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.

Based on Royal Capital Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.