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
2023 Q2	–	Sell	-100	Closed	-$47.3K	–	304
2023 Q1	$47.3K	Buy	+100	New	+$48.3K	0.01%	263

Other funds holding UNH

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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. 3,296 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.
3,296 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.