RFN
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RDA Financial Network’s UnitedHealth UNH Stock Holding History

RDA Financial Network’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 		$398K Sell
958
-5
-0.5% -$1.85K 0.09% 190
2026
Q1 		$261K Sell
963
-28
-3% -$8.34K 0.07% 230
2025
Q4 		$327K Sell
991
-403
-29% -$137K 0.08% 199
2025
Q3 		$482K Sell
1,394
-8,714
-86% -$2.64M 0.12% 150
2025
Q2 		$3.15M Buy
10,108
+826
+9% +$316K 0.85% 24
2025
Q1 		$4.86M Buy
9,282
+304
+3% +$155K 1.45% 13
2024
Q4 		$4.54M Buy
8,978
+356
+4% +$202K 1.32% 11
2024
Q3 		$5.04M Sell
8,622
-244
-3% -$138K 1.56% 12
2024
Q2 		$4.52M Buy
8,866
+363
+4% +$178K 1.48% 14
2024
Q1 		$4.21M Buy
8,503
+778
+10% +$396K 1.44% 14
2023
Q4 		$4.07M Buy
7,725
+1,721
+29% +$918K 1.54% 14
2023
Q3 		$3.03M Buy
6,004
+245
+4% +$121K 1.31% 17
2023
Q2 		$2.77M Sell
5,759
-1,785
-24% -$873K 1.16% 23
2023
Q1 		$3.57M Buy
7,544
+276
+4% +$133K 1.63% 10
2022
Q4 		$3.85M Sell
7,268
-2,239
-24% -$1.19M 1.94% 8
2022
Q3 		$4.8M Buy
9,507
+590
+7% +$310K 2.62% 5
2022
Q2 		$4.58M Buy
8,917
+31
+0.3% +$15.6K 2.31% 6
2022
Q1 		$4.53M Buy
8,886
+759
+9% +$366K 1.91% 7
2021
Q4 		$4.08M Buy
8,127
+290
+4% +$131K 1.67% 9
2021
Q3 		$3.06M Buy
7,837
+256
+3% +$106K 1.35% 17
2021
Q2 		$3.04M Buy
7,581
+190
+3% +$75.8K 1.34% 18
2021
Q1 		$2.75M Buy
7,391
+331
+5% +$115K 1.18% 21
2020
Q4 		$2.48M Buy
7,060
+407
+6% +$136K 1.12% 21
2020
Q3 		$2.07M Buy
6,653
+524
+9% +$161K 0.94% 27
2020
Q2 		$1.81M Buy
6,129
+297
+5% +$85.1K 0.9% 29
2020
Q1 		$1.45M Sell
5,832
-1,569
-21% -$432K 0.88% 28
2019
Q4 		$2.09M Buy
7,401
+51
+0.7% +$13.3K 0.85% 20
2019
Q3 		$2.02M Sell
7,350
-17
-0.2% -$4.1K 0.86% 23
2019
Q2 		$1.83M Buy
7,367
+518
+8% +$125K 0.82% 24
2019
Q1 		$1.58M Buy
+6,849
New +$1.75M 0.74% 27

Other funds holding UNH

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

RDA Financial Network's UNH Position: Q2 2026 in Review

RDA Financial Network reduced its UnitedHealth (UNH) stake by 0.52% in Q2 2026, selling an estimated $1.85K and leaving 958 shares worth $398K. The position accounts for 0.09% of the portfolio, ranked #190.

RDA Financial Network first reported a position in UNH in Q1 2019 and has held it in 30 quarters since. The position peaked at $5.04M in Q3 2024. 3,378 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • RDA Financial Network held 958 shares of UnitedHealth worth $398K as of Q2 2026.
  • RDA Financial Network sold 5 UnitedHealth shares in Q2 2026, an estimated $1.85K.
  • UnitedHealth made up 0.09% of RDA Financial Network's portfolio in Q2 2026, its #190 holding.
  • RDA Financial Network first reported a position in UnitedHealth in Q1 2019 and has held it in 30 quarters since.
  • RDA Financial Network's UnitedHealth position peaked at $5.04M in Q3 2024.
  • 3,378 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on RDA Financial Network's 13F filing for Q2 2026, filed 6 Jul 2026.