RCM
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RB Capital Management’s UnitedHealth UNH Stock Holding History

RB Capital 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
2019
Q3 		– Sell
-100
Closed -$1K – 145
2019
Q2 		$1K Buy
+100
New +$24.1K ﹤0.01% 130

Other funds holding UNH

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

RB Capital Management's UNH Position: Q1 2026 in Review

RB Capital Management reduced its UnitedHealth (UNH) stake by 18% in Q1 2026, selling an estimated $95.6K and leaving 1,513 shares worth $409K. The position accounts for 0.09% of the portfolio, ranked #136.

RB Capital Management first reported a position in UNH in Q4 2016 and has held it in 38 quarters since. The position peaked at $3.15M in Q3 2024. 3,024 funds tracked by Wall St. Rank hold UNH as of Q1 2026.

  • RB Capital Management held 1,513 shares of UnitedHealth worth $409K as of Q1 2026.
  • RB Capital Management sold 321 UnitedHealth shares in Q1 2026, an estimated $95.6K.
  • UnitedHealth made up 0.09% of RB Capital Management's portfolio in Q1 2026, its #136 holding.
  • RB Capital Management first reported a position in UnitedHealth in Q4 2016 and has held it in 38 quarters since.
  • RB Capital Management's UnitedHealth position peaked at $3.15M in Q3 2024.
  • 3,024 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.

Based on RB Capital Management's 13F filing for Q1 2026, filed 15 May 2026.