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Rachor Investment Advisory Services’s UnitedHealth UNH Stock Holding History

Rachor Investment Advisory Services’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 		$60.2K Sell
145
-2
-1% -$741 0.03% 56
2026
Q1 		$39.8K Buy
147
+1
+0.7% +$298 0.02% 64
2025
Q4 		$48.2K Buy
+146
New +$49.5K 0.03% 55

Other funds holding UNH

Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
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 22.96% 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
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 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

Rachor Investment Advisory Services's UNH Position: Q2 2026 in Review

Rachor Investment Advisory Services reduced its UnitedHealth (UNH) stake by 1.4% in Q2 2026, selling an estimated $741 and leaving 145 shares worth $60.2K. The position accounts for 0.03% of the portfolio, ranked #56.

Rachor Investment Advisory Services first reported a position in UNH in Q4 2025 and has held it in 3 quarters since. 1,979 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • Rachor Investment Advisory Services held 145 shares of UnitedHealth worth $60.2K as of Q2 2026.
  • Rachor Investment Advisory Services sold 2 UnitedHealth shares in Q2 2026, an estimated $741.
  • UnitedHealth made up 0.03% of Rachor Investment Advisory Services's portfolio in Q2 2026, its #56 holding.
  • Rachor Investment Advisory Services first reported a position in UnitedHealth in Q4 2025 and has held it in 3 quarters since.
  • 1,979 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Rachor Investment Advisory Services's 13F filing for Q2 2026, filed 16 Jul 2026.