RBA Wealth Management
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RBA Wealth Management’s UnitedHealth UNH Stock Holding History

RBA Wealth 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
2026
Q3 		$839K Buy
2,285
+383
+20% +$154K 0.27% 59
2026
Q2 		$791K Sell
1,902
-559
-23% -$207K 0.29% 58
2026
Q1 		$666K Buy
2,461
+27
+1% +$8.04K 0.24% 62
2025
Q4 		$804K Sell
2,434
-67
-3% -$22.7K 0.27% 60
2025
Q3 		$864K Sell
2,501
-801
-24% -$242K 0.3% 60
2025
Q2 		$1.03M Sell
3,302
-664
-17% -$254K 0.38% 57
2025
Q1 		$2.08M Sell
3,966
-242
-6% -$124K 0.82% 45
2024
Q4 		$2.13M Sell
4,208
-776
-16% -$441K 0.81% 46
2024
Q3 		$2.91M Sell
4,984
-6,957
-58% -$3.93M 1.12% 43
2024
Q2 		$6.08M Buy
11,941
+156
+1% +$76.5K 2.44% 11
2024
Q1 		$5.83M Buy
11,785
+109
+0.9% +$55.4K 2.36% 13
2023
Q4 		$6.15M Sell
11,676
-25
-0.2% -$13.3K 2.68% 7
2023
Q3 		$5.9M Buy
11,701
+77
+0.7% +$37.9K 2.84% 6
2023
Q2 		$5.59M Buy
11,624
+14
+0.1% +$6.85K 2.6% 7
2023
Q1 		$5.49M Buy
11,610
+258
+2% +$125K 2.73% 4
2022
Q4 		$6.02M Sell
11,352
-66
-0.6% -$35K 3.16% 2
2022
Q3 		$5.77M Sell
11,418
-70
-0.6% -$36.8K 3.32% 3
2022
Q2 		$5.9M Buy
11,488
+131
+1% +$65.8K 3.27% 3
2022
Q1 		$5.79M Sell
11,357
-484
-4% -$233K 2.78% 4
2021
Q4 		$5.95M Buy
+11,841
New +$5.36M 2.81% 2
2021
Q1 		– Sell
-11,652
Closed -$4.09M – 265
2020
Q4 		$4.09M Sell
11,652
-76
-0.6% -$25.5K 2.46% 6
2020
Q3 		$3.66M Buy
11,728
+164
+1% +$50.4K 2.47% 8
2020
Q2 		$3.41M Buy
11,564
+86
+0.7% +$24.6K 2.48% 7
2020
Q1 		$2.86M Buy
11,478
+376
+3% +$103K 2.48% 8
2019
Q4 		$3.26M Buy
11,102
+243
+2% +$63.6K 2.22% 9
2019
Q3 		$2.36M Buy
10,859
+235
+2% +$56.7K 1.8% 27
2019
Q2 		$2.59M Buy
10,624
+161
+2% +$38.7K 2% 21
2019
Q1 		$2.57M Buy
+10,463
New +$2.67M 2.01% 26

Other funds holding UNH

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $103B AUM 36.66% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

RBA Wealth Management's UNH Position: Q3 2026 in Review

RBA Wealth Management increased its UnitedHealth (UNH) stake by 20% in Q3 2026, buying an estimated $154K and bringing the position to 2,285 shares worth $839K. The position accounts for 0.27% of the portfolio, ranked #59.

RBA Wealth Management first reported a position in UNH in Q1 2019 and has held it in 28 quarters since. The position peaked at $6.15M in Q4 2023. 2,218 funds tracked by Wall St. Rank hold UNH as of Q3 2026.

  • RBA Wealth Management held 2,285 shares of UnitedHealth worth $839K as of Q3 2026.
  • RBA Wealth Management bought 383 UnitedHealth shares in Q3 2026, an estimated $154K.
  • UnitedHealth made up 0.27% of RBA Wealth Management's portfolio in Q3 2026, its #59 holding.
  • RBA Wealth Management first reported a position in UnitedHealth in Q1 2019 and has held it in 28 quarters since.
  • RBA Wealth Management's UnitedHealth position peaked at $6.15M in Q4 2023.
  • 2,218 funds tracked by Wall St. Rank held UnitedHealth as of Q3 2026.

Based on RBA Wealth Management's 13F filing for Q3 2026, filed 28 Oct 2026.