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Royal Fund Management’s UnitedHealth UNH Stock Holding History

Royal Fund 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
2025
Q4 		– Sell
-3,824
Closed -$1.32M – 347
2025
Q3 		$1.32M Buy
+3,824
New +$1.16M 0.16% 141
2024
Q2 		– Sell
-5,860
Closed -$2.9M – 347
2024
Q1 		$2.9M Buy
5,860
+402
+7% +$204K 0.28% 107
2023
Q4 		$2.87M Buy
5,458
+273
+5% +$146K 0.32% 102
2023
Q3 		$2.61M Sell
5,185
-12
-0.2% -$5.91K 0.35% 93
2023
Q2 		$2.5M Sell
5,197
-10
-0.2% -$4.89K 0.31% 96
2023
Q1 		$2.46M Sell
5,207
-105
-2% -$50.7K 0.35% 92
2022
Q4 		$2.82M Sell
5,312
-118
-2% -$62.5K 0.45% 79
2022
Q3 		$2.74M Sell
5,430
-999
-16% -$525K 0.5% 78
2022
Q2 		$3.3M Sell
6,429
-350
-5% -$176K 0.55% 66
2022
Q1 		$3.46M Sell
6,779
-28
-0.4% -$13.5K 0.5% 68
2021
Q4 		$3.42M Buy
6,807
+628
+10% +$284K 0.49% 76
2021
Q3 		$2.41M Buy
6,179
+828
+15% +$343K 0.35% 93
2021
Q2 		$2.14M Buy
5,351
+884
+20% +$352K 0.35% 88
2021
Q1 		$1.66M Buy
4,467
+1,381
+45% +$479K 0.3% 92
2020
Q4 		$1.08M Buy
3,086
+749
+32% +$251K 0.23% 94
2020
Q3 		$728K Buy
2,337
+372
+19% +$114K 0.19% 96
2020
Q2 		$579K Buy
1,965
+750
+62% +$215K 0.2% 93
2020
Q1 		$303K Buy
1,215
+459
+61% +$126K 0.12% 103
2019
Q4 		$222K Buy
756
+154
+26% +$40.3K 0.06% 142
2019
Q3 		$130K Buy
602
+195
+48% +$47.1K 0.04% 169
2019
Q2 		$99K Buy
407
+309
+315% +$74.3K 0.03% 180
2019
Q1 		$24K Hold
98
– – 0.01% 279
2018
Q4 		$24K Hold
98
– – 0.01% 248
2018
Q3 		$26K Buy
+98
New +$25.5K 0.01% 250
2018
Q1 		– Sell
-25
Closed -$5K – 707
2017
Q4 		$5K Buy
+25
New +$5.3K ﹤0.01% 503

Other funds holding UNH

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Royal Fund Management's UNH Position: Q4 2025 in Review

Royal Fund Management sold out of UnitedHealth (UNH) in Q4 2025, closing a stake of 3,824 shares — an estimated $1.32M sold.

Royal Fund Management first reported a position in UNH in Q4 2017 and held it in 25 quarters. The position peaked at $3.46M in Q1 2022. 3,303 funds tracked by Wall St. Rank hold UNH as of Q4 2025.

  • Royal Fund Management reported no remaining UnitedHealth position as of Q4 2025 after selling out during the quarter.
  • Royal Fund Management sold 3,824 UnitedHealth shares in Q4 2025, an estimated $1.32M.
  • Royal Fund Management first reported a position in UnitedHealth in Q4 2017 and held it in 25 quarters.
  • Royal Fund Management's UnitedHealth position peaked at $3.46M in Q1 2022.
  • 3,303 funds tracked by Wall St. Rank held UnitedHealth as of Q4 2025.

Based on Royal Fund Management's 13F filing for Q4 2025, filed 15 Jan 2026.