Rede Wealth
UNH icon

Rede Wealth’s UnitedHealth UNH Stock Holding History

Rede Wealth’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 		$876K Sell
2,386
-128
-5% -$51.5K 0.29% 37
2026
Q2 		$1.04M Sell
2,514
-38
-1% -$14.1K 0.35% 32
2026
Q1 		$691K Sell
2,552
-65
-2% -$19.4K 0.25% 45
2025
Q4 		$864K Buy
2,617
+1,768
+208% +$599K 0.3% 37
2025
Q3 		$293K Sell
849
-2,043
-71% -$618K 0.23% 79
2025
Q2 		$902K Sell
2,892
-292
-9% -$112K 0.33% 32
2025
Q1 		$1.67M Sell
3,184
-182
-5% -$93K 0.59% 17
2024
Q4 		$1.7M Sell
3,366
-253
-7% -$144K 0.65% 18
2024
Q3 		$2.12M Sell
3,619
-115
-3% -$65K 0.81% 14
2024
Q2 		$1.9M Buy
3,734
+116
+3% +$56.9K 1.75% 14
2024
Q1 		$1.79M Buy
3,618
+2
+0.1% +$1.02K 0.75% 14
2023
Q4 		$1.9M Sell
3,616
-4
-0.1% -$2.13K 0.9% 13
2023
Q3 		$1.83M Sell
3,620
-297
-8% -$146K 0.92% 16
2023
Q2 		$1.88M Buy
3,917
+2
+0.1% +$978 0.89% 16
2023
Q1 		$1.85M Sell
3,915
-3
-0.1% -$1.45K 0.96% 15
2022
Q4 		$2.08M Buy
3,918
+8
+0.2% +$4.24K 1.11% 12
2022
Q3 		$1.98M Buy
3,910
+27
+0.7% +$14.2K 1.17% 10
2022
Q2 		$2M Buy
3,883
+2
+0.1% +$1K 1.16% 12
2022
Q1 		$1.98M Sell
3,881
-18
-0.5% -$8.68K 0.93% 11
2021
Q4 		$1.96M Buy
3,899
+2
+0.1% +$905 0.98% 11
2021
Q3 		$1.52M Buy
3,897
+439
+13% +$182K 0.81% 15
2021
Q2 		$1.38M Buy
3,458
+231
+7% +$92.1K 0.74% 16
2021
Q1 		$1.2M Buy
3,227
+394
+14% +$137K 0.7% 18
2020
Q4 		$993K Buy
+2,833
New +$950K 0.68% 21

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

Rede Wealth's UNH Position: Q3 2026 in Review

Rede Wealth reduced its UnitedHealth (UNH) stake by 5.1% in Q3 2026, selling an estimated $51.5K and leaving 2,386 shares worth $876K. The position accounts for 0.29% of the portfolio, ranked #37.

Rede Wealth first reported a position in UNH in Q4 2020 and has held it in 24 quarters since. The position peaked at $2.12M in Q3 2024. 973 funds tracked by Wall St. Rank hold UNH as of Q3 2026.

  • Rede Wealth held 2,386 shares of UnitedHealth worth $876K as of Q3 2026.
  • Rede Wealth sold 128 UnitedHealth shares in Q3 2026, an estimated $51.5K.
  • UnitedHealth made up 0.29% of Rede Wealth's portfolio in Q3 2026, its #37 holding.
  • Rede Wealth first reported a position in UnitedHealth in Q4 2020 and has held it in 24 quarters since.
  • Rede Wealth's UnitedHealth position peaked at $2.12M in Q3 2024.
  • 973 funds tracked by Wall St. Rank held UnitedHealth as of Q3 2026.

Based on Rede Wealth's 13F filing for Q3 2026, filed 22 Oct 2026.