RB Capital Management’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 | $409K | Sell |
1,513
-321
| -18% | -$95.6K | 0.09% | 136 |
|
|
2025
Q4 | $606K | Sell |
1,834
-739
| -29% | -$250K | 0.12% | 122 |
|
|
2025
Q3 | $888K | Sell |
2,573
-2,011
| -44% | -$608K | 0.19% | 96 |
|
|
2025
Q2 | $1.43M | Sell |
4,584
-798
| -15% | -$305K | 0.32% | 67 |
|
|
2025
Q1 | $2.82M | Sell |
5,382
-33
| -0.6% | -$16.9K | 0.69% | 38 |
|
|
2024
Q4 | $2.74M | Buy |
5,415
+34
| +0.6% | +$19.3K | 0.64% | 40 |
|
|
2024
Q3 | $3.15M | Buy |
5,381
+22
| +0.4% | +$12.4K | 0.74% | 35 |
|
|
2024
Q2 | $2.73M | Buy |
5,359
+67
| +1% | +$32.8K | 0.7% | 38 |
|
|
2024
Q1 | $2.62M | Buy |
5,292
+206
| +4% | +$105K | 0.7% | 36 |
|
|
2023
Q4 | $2.68M | Buy |
5,086
+27
| +0.5% | +$14.4K | 0.78% | 36 |
|
|
2023
Q3 | $2.55M | Buy |
5,059
+53
| +1% | +$26.1K | 0.83% | 34 |
|
|
2023
Q2 | $2.41M | Buy |
5,006
+42
| +0.8% | +$20.5K | 0.74% | 35 |
|
|
2023
Q1 | $2.35M | Buy |
4,964
+298
| +6% | +$144K | 0.77% | 32 |
|
|
2022
Q4 | $2.47M | Buy |
4,666
+49
| +1% | +$26K | 0.9% | 30 |
|
|
2022
Q3 | $2.33M | Buy |
4,617
+414
| +10% | +$218K | 0.89% | 25 |
|
|
2022
Q2 | $2.16M | Buy |
4,203
+239
| +6% | +$120K | 0.8% | 31 |
|
|
2022
Q1 | $2.02M | Buy |
3,964
+252
| +7% | +$122K | 0.66% | 37 |
|
|
2021
Q4 | $1.86M | Buy |
3,712
+249
| +7% | +$113K | 0.58% | 39 |
|
|
2021
Q3 | $1.35M | Buy |
3,463
+145
| +4% | +$60.1K | 0.51% | 43 |
|
|
2021
Q2 | $1.33M | Buy |
3,318
+200
| +6% | +$79.7K | 0.51% | 43 |
|
|
2021
Q1 | $1.16M | Buy |
3,118
+205
| +7% | +$71K | 0.51% | 46 |
|
|
2020
Q4 | $1.02M | Buy |
2,913
+237
| +9% | +$79.4K | 0.47% | 48 |
|
|
2020
Q3 | $851K | Sell |
2,676
-34
| -1% | -$10.4K | 0.4% | 53 |
|
|
2020
Q2 | $799K | Buy |
2,710
+53
| +2% | +$15.2K | 0.42% | 55 |
|
|
2020
Q1 | $639K | Buy |
2,657
+293
| +12% | +$80.6K | 0.41% | 59 |
|
|
2019
Q4 | $685K | Buy |
2,364
+94
| +4% | +$24.6K | 0.39% | 62 |
|
|
2019
Q3 | $502K | Buy |
2,270
+40
| +2% | +$9.65K | 0.32% | 74 |
|
|
2019
Q2 | $544K | Buy |
2,230
+9
| +0.4% | +$2.17K | 0.4% | 66 |
|
|
2019
Q1 | $549K | Buy |
2,221
+153
| +7% | +$39K | 0.45% | 59 |
|
|
2018
Q4 | $515K | Buy |
2,068
+73
| +4% | +$19.3K | 0.52% | 52 |
|
|
2018
Q3 | $531K | Buy |
1,995
+23
| +1% | +$5.98K | 0.47% | 56 |
|
|
2018
Q2 | $484K | Buy |
1,972
+146
| +8% | +$35.1K | 0.36% | 68 |
|
|
2018
Q1 | $391K | Buy |
1,826
+6
| +0.3% | +$1.37K | 0.31% | 78 |
|
|
2017
Q4 | $401K | Buy |
1,820
+5
| +0.3% | +$1.06K | 0.29% | 75 |
|
|
2017
Q3 | $355 | Buy |
1,815
+83
| +5% | +$16K | ﹤0.01% | 83 |
|
|
2017
Q2 | $321K | Buy |
1,732
+7
| +0.4% | +$1.23K | 0.28% | 83 |
|
|
2017
Q1 | $283K | Buy |
1,725
+36
| +2% | +$5.9K | 0.27% | 86 |
|
|
2016
Q4 | $270K | Buy |
+1,689
| New | +$252K | 0.27% | 85 |
|
Other funds holding UNH
VCM
VPM
