RDA Financial Network
UNH icon

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
Q3 		$352K Buy
960
+2
+0.2% +$805 0.08% 185
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

Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
PineStone Asset Management
PineStone Asset Management Montreal, Quebec, Canada $15.4B AUM 14.92% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Sumitomo Mitsui DS Asset Management
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.8B AUM 30.39% 1-Year Est. Return
Cardano Risk Management
Cardano Risk Management Rotterdam, Netherlands $18.2B AUM 38.97% 1-Year Est. Return

RDA Financial Network's UNH Position: Q3 2026 in Review

RDA Financial Network increased its UnitedHealth (UNH) stake by 0.21% in Q3 2026, buying an estimated $805 and bringing the position to 960 shares worth $352K. The position accounts for 0.08% of the portfolio, ranked #185.

RDA Financial Network first reported a position in UNH in Q1 2019 and has held it in 31 quarters since. The position peaked at $5.04M in Q3 2024. 993 funds tracked by Wall St. Rank hold UNH as of Q3 2026.

  • RDA Financial Network held 960 shares of UnitedHealth worth $352K as of Q3 2026.
  • RDA Financial Network bought 2 UnitedHealth shares in Q3 2026, an estimated $805.
  • UnitedHealth made up 0.08% of RDA Financial Network's portfolio in Q3 2026, its #185 holding.
  • RDA Financial Network first reported a position in UnitedHealth in Q1 2019 and has held it in 31 quarters since.
  • RDA Financial Network's UnitedHealth position peaked at $5.04M in Q3 2024.
  • 993 funds tracked by Wall St. Rank held UnitedHealth as of Q3 2026.

Based on RDA Financial Network's 13F filing for Q3 2026, filed 15 Oct 2026.