Rathbones Group’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $10.3M | Sell |
37,906
-4,731
| -11% | -$1.41M | 0.04% | 152 |
|
|
2025
Q4 | $14.1M | Sell |
42,637
-1,693
| -4% | -$574K | 0.06% | 149 |
|
|
2025
Q3 | $15.3M | Sell |
44,330
-5,195
| -10% | -$1.57M | 0.06% | 139 |
|
|
2025
Q2 | $15.5M | Sell |
49,525
-170,609
| -78% | -$65.2M | 0.07% | 138 |
|
|
2025
Q1 | $115M | Sell |
220,134
-17,261
| -7% | -$8.82M | 0.56% | 48 |
|
|
2024
Q4 | $120M | Buy |
237,395
+56,288
| +31% | +$32M | 0.58% | 46 |
|
|
2024
Q3 | $106M | Buy |
181,107
+9,786
| +6% | +$5.54M | 0.53% | 50 |
|
|
2024
Q2 | $87.2M | Buy |
171,321
+3,975
| +2% | +$1.95M | 0.48% | 56 |
|
|
2024
Q1 | $82.8M | Buy |
167,346
+14,539
| +10% | +$7.39M | 0.48% | 54 |
|
|
2023
Q4 | $80.4M | Buy |
152,807
+5,061
| +3% | +$2.7M | 0.52% | 53 |
|
|
2023
Q3 | $74.5M | Buy |
147,746
+146,798
| +15,485% | +$72.2M | 0.54% | 51 |
|
|
2023
Q2 | $456K | Buy |
948
+44
| +5% | +$21.5K | ﹤0.01% | 308 |
|
|
2023
Q1 | $427K | Buy |
904
+40
| +5% | +$19.3K | ﹤0.01% | 312 |
|
|
2022
Q4 | $458K | Buy |
864
+21
| +2% | +$11.1K | 0.01% | 299 |
|
|
2022
Q3 | $426K | Buy |
843
+90
| +12% | +$47.3K | 0.01% | 299 |
|
|
2022
Q2 | $387K | Sell |
753
-47
| -6% | -$23.6K | ﹤0.01% | 331 |
|
|
2022
Q1 | $408K | Sell |
800
-5
| -0.6% | -$2.41K | ﹤0.01% | 326 |
|
|
2021
Q4 | $404K | Buy |
805
+18
| +2% | +$8.15K | ﹤0.01% | 328 |
|
|
2021
Q3 | $308K | Sell |
787
-144
| -15% | -$59.6K | ﹤0.01% | 352 |
|
|
2021
Q2 | $373K | Sell |
931
-60
| -6% | -$23.9K | ﹤0.01% | 338 |
|
|
2021
Q1 | $369K | Hold |
991
| – | – | ﹤0.01% | 322 |
|
|
2020
Q4 | $348K | Hold |
991
| – | – | ﹤0.01% | 312 |
|
|
2020
Q3 | $309K | Hold |
991
| – | – | 0.01% | 306 |
|
|
2020
Q2 | $292K | Buy |
991
+53
| +6% | +$15.2K | 0.01% | 294 |
|
|
2020
Q1 | $234K | Hold |
938
| – | – | 0.01% | 273 |
|
|
2019
Q4 | $276K | Sell |
938
-2,579
| -73% | -$675K | 0.01% | 283 |
|
|
2019
Q3 | $764K | Buy |
3,517
+2,680
| +320% | +$647K | 0.02% | 205 |
|
|
2019
Q2 | $204K | Sell |
837
-95
| -10% | -$22.8K | 0.01% | 296 |
|
|
2019
Q1 | $230K | Sell |
932
-200
| -18% | -$51K | 0.01% | 283 |
|
|
2018
Q4 | $282K | Buy |
1,132
+295
| +35% | +$77.9K | 0.01% | 261 |
|
|
2018
Q3 | $223K | Hold |
837
| – | – | 0.01% | 273 |
|
|
2018
Q2 | $205K | Buy |
+837
| New | +$201K | 0.01% | 278 |
|
Other funds holding UNH
VCM
VPM
Rathbones Group's UNH Position: Q1 2026 in Review
Rathbones Group reduced its UnitedHealth (UNH) stake by 11% in Q1 2026, selling an estimated $1.41M and leaving 37,906 shares worth $10.3M. The position accounts for 0.04% of the portfolio, ranked #152.
Rathbones Group first reported a position in UNH in Q2 2018 and has held it in 32 quarters since. The position peaked at $120M in Q4 2024. 3,019 funds tracked by Wall St. Rank hold UNH as of Q1 2026.
- Rathbones Group held 37,906 shares of UnitedHealth worth $10.3M as of Q1 2026.
- Rathbones Group sold 4,731 UnitedHealth shares in Q1 2026, an estimated $1.41M.
- UnitedHealth made up 0.04% of Rathbones Group's portfolio in Q1 2026, its #152 holding.
- Rathbones Group first reported a position in UnitedHealth in Q2 2018 and has held it in 32 quarters since.
- Rathbones Group's UnitedHealth position peaked at $120M in Q4 2024.
- 3,019 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.
Based on Rathbones Group's 13F filing for Q1 2026, filed 12 May 2026.