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Neville Rodie & Shaw’s UnitedHealth UNH Stock Holding History

Neville Rodie & Shaw’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 		$2.48M Sell
5,977
-1,602
-21% -$594K 0.16% 82
2026
Q1 		$2.05M Sell
7,579
-1,637
-18% -$488K 0.15% 91
2025
Q4 		$3.04M Sell
9,216
-1,702
-16% -$577K 0.21% 78
2025
Q3 		$3.77M Sell
10,918
-3,881
-26% -$1.17M 0.27% 70
2025
Q2 		$4.62M Sell
14,799
-12,278
-45% -$4.69M 0.34% 64
2025
Q1 		$14.2M Buy
27,077
+486
+2% +$248K 1.11% 26
2024
Q4 		$13.5M Sell
26,591
-862
-3% -$490K 0.98% 26
2024
Q3 		$16.1M Sell
27,453
-258
-0.9% -$146K 1.18% 22
2024
Q2 		$14.1M Sell
27,711
-4,052
-13% -$1.99M 1.07% 24
2024
Q1 		$15.7M Sell
31,763
-824
-3% -$419K 1.2% 23
2023
Q4 		$17.2M Buy
32,587
+416
+1% +$222K 1.4% 20
2023
Q3 		$16.2M Buy
32,171
+199
+0.6% +$97.9K 1.45% 19
2023
Q2 		$15.4M Buy
31,972
+768
+2% +$376K 1.32% 23
2023
Q1 		$14.7M Sell
31,204
-2,913
-9% -$1.41M 1.34% 24
2022
Q4 		$18.1M Sell
34,117
-452
-1% -$239K 1.7% 15
2022
Q3 		$17.5M Sell
34,569
-206
-0.6% -$108K 1.72% 12
2022
Q2 		$17.9M Buy
34,775
+190
+0.5% +$95.4K 1.6% 15
2022
Q1 		$17.7M Buy
34,585
+640
+2% +$309K 1.32% 24
2021
Q4 		$17M Sell
33,945
-283
-0.8% -$128K 1.21% 27
2021
Q3 		$13.4M Sell
34,228
-573
-2% -$237K 1.04% 33
2021
Q2 		$13.9M Sell
34,801
-24
-0.1% -$9.57K 1.07% 30
2021
Q1 		$13M Sell
34,825
-540
-2% -$187K 1.07% 31
2020
Q4 		$12.4M Sell
35,365
-35
-0.1% -$11.7K 1.07% 32
2020
Q3 		$11M Buy
35,400
+77
+0.2% +$23.7K 1.04% 31
2020
Q2 		$10.4M Buy
35,323
+1,120
+3% +$321K 1.08% 28
2020
Q1 		$8.53M Sell
34,203
-1,403
-4% -$386K 1.04% 30
2019
Q4 		$10.5M Sell
35,606
-210
-0.6% -$54.9K 1.03% 31
2019
Q3 		$7.78M Sell
35,816
-2,117
-6% -$511K 0.82% 36
2019
Q2 		$9.26M Buy
37,933
+3,596
+10% +$865K 0.98% 31
2019
Q1 		$8.49M Buy
34,337
+19,712
+135% +$5.03M 0.9% 34
2018
Q4 		$3.64M Buy
14,625
+2,281
+18% +$603K 0.44% 69
2018
Q3 		$3.28M Sell
12,344
-1,323
-10% -$344K 0.32% 81
2018
Q2 		$3.35M Buy
13,667
+526
+4% +$126K 0.35% 78
2018
Q1 		$2.81M Buy
13,141
+203
+2% +$46.4K 0.31% 84
2017
Q4 		$2.85M Sell
12,938
-49
-0.4% -$10.4K 0.3% 85
2017
Q3 		$2.54M Sell
12,987
-287
-2% -$55.4K 0.28% 85
2017
Q2 		$2.46M Buy
13,274
+1
+0% +$175 0.28% 86
2017
Q1 		$2.18M Sell
13,273
-1,601
-11% -$262K 0.25% 88
2016
Q4 		$2.38M Buy
14,874
+2
+0% +$299 0.28% 86
2016
Q3 		$2.08M Sell
14,872
-365
-2% -$51.1K 0.25% 92
2016
Q2 		$2.15M Sell
15,237
-263
-2% -$35.1K 0.26% 91
2016
Q1 		$2M Buy
15,500
+2
+0% +$237 0.24% 91
2015
Q4 		$1.82M Sell
15,498
-191
-1% -$22.3K 0.22% 93
2015
Q3 		$1.82M Sell
15,689
-284
-2% -$34K 0.22% 97
2015
Q2 		$1.95M Sell
15,973
-948
-6% -$112K 0.21% 101
2015
Q1 		$2M Sell
16,921
-99
-0.6% -$11K 0.21% 105
2014
Q4 		$1.72M Buy
17,020
+3
+0% +$284 0.17% 113
2014
Q3 		$1.47M Buy
17,017
+307
+2% +$25.9K 0.14% 113
2014
Q2 		$1.37M Buy
16,710
+1
+0% +$79 0.14% 116
2014
Q1 		$1.37M Sell
16,709
-599
-3% -$45.1K 0.15% 110
2013
Q4 		$1.3M Buy
17,308
+1,554
+10% +$112K 0.14% 115
2013
Q3 		$1.13M Buy
15,754
+52
+0.3% +$3.72K 0.13% 123
2013
Q2 		$1.03M Buy
+15,702
New +$977K 0.12% 120

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

Neville Rodie & Shaw's UNH Position: Q2 2026 in Review

Neville Rodie & Shaw reduced its UnitedHealth (UNH) stake by 21% in Q2 2026, selling an estimated $594K and leaving 5,977 shares worth $2.48M. The position accounts for 0.16% of the portfolio, ranked #82.

Neville Rodie & Shaw first reported a position in UNH in Q2 2013 and has held it in 53 quarters since. The position peaked at $18.1M in Q4 2022. 1,763 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • Neville Rodie & Shaw held 5,977 shares of UnitedHealth worth $2.48M as of Q2 2026.
  • Neville Rodie & Shaw sold 1,602 UnitedHealth shares in Q2 2026, an estimated $594K.
  • UnitedHealth made up 0.16% of Neville Rodie & Shaw's portfolio in Q2 2026, its #82 holding.
  • Neville Rodie & Shaw first reported a position in UnitedHealth in Q2 2013 and has held it in 53 quarters since.
  • Neville Rodie & Shaw's UnitedHealth position peaked at $18.1M in Q4 2022.
  • 1,763 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Neville Rodie & Shaw's 13F filing for Q2 2026, filed 6 Jul 2026.