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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
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

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
PAM
PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return

RBA Wealth Management's UNH Position: Q2 2026 in Review

RBA Wealth Management reduced its UnitedHealth (UNH) stake by 23% in Q2 2026, selling an estimated $207K and leaving 1,902 shares worth $791K. The position accounts for 0.29% of the portfolio, ranked #58.

RBA Wealth Management first reported a position in UNH in Q1 2019 and has held it in 27 quarters since. The position peaked at $6.15M in Q4 2023. 1,154 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • RBA Wealth Management held 1,902 shares of UnitedHealth worth $791K as of Q2 2026.
  • RBA Wealth Management sold 559 UnitedHealth shares in Q2 2026, an estimated $207K.
  • UnitedHealth made up 0.29% of RBA Wealth Management's portfolio in Q2 2026, its #58 holding.
  • RBA Wealth Management first reported a position in UnitedHealth in Q1 2019 and has held it in 27 quarters since.
  • RBA Wealth Management's UnitedHealth position peaked at $6.15M in Q4 2023.
  • 1,154 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on RBA Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.