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Rhodes Investment Advisors’s UnitedHealth UNH Stock Holding History

Rhodes Investment Advisors’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 		$1.47M Sell
3,994
-47
-1% -$18.9K 1.04% 36
2026
Q2 		$1.68M Sell
4,041
-270
-6% -$100K 1.24% 28
2026
Q1 		$1.17M Sell
4,311
-325
-7% -$96.8K 1.01% 34
2025
Q4 		$1.53M Buy
+4,636
New +$1.57M 1.24% 27

Other funds holding UNH

MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
AIM
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
QPBE
Quintet Private Bank (Europe) Luxembourg $2.28B AUM 23.89% 1-Year Est. Return
CA
CapWealth Advisors Franklin, Tennessee $1.32B AUM 21.6% 1-Year Est. Return
AMBIA
Allen Mooney & Barnes Investment Advisors Thomasville, Georgia $673M AUM 20.03% 1-Year Est. Return
VCM
Violich Capital Management San Francisco, California $927M AUM 28.93% 1-Year Est. Return
TFA
Toth Financial Advisory Leesburg, Virginia $1B AUM 19.18% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

Rhodes Investment Advisors's UNH Position: Q3 2026 in Review

Rhodes Investment Advisors reduced its UnitedHealth (UNH) stake by 1.2% in Q3 2026, selling an estimated $18.9K and leaving 3,994 shares worth $1.47M. The position accounts for 1.04% of the portfolio, ranked #36.

Rhodes Investment Advisors first reported a position in UNH in Q4 2025 and has held it in 4 quarters since. The position peaked at $1.68M in Q2 2026. 114 funds tracked by Wall St. Rank hold UNH as of Q3 2026.

  • Rhodes Investment Advisors held 3,994 shares of UnitedHealth worth $1.47M as of Q3 2026.
  • Rhodes Investment Advisors sold 47 UnitedHealth shares in Q3 2026, an estimated $18.9K.
  • UnitedHealth made up 1.04% of Rhodes Investment Advisors's portfolio in Q3 2026, its #36 holding.
  • Rhodes Investment Advisors first reported a position in UnitedHealth in Q4 2025 and has held it in 4 quarters since.
  • Rhodes Investment Advisors's UnitedHealth position peaked at $1.68M in Q2 2026.
  • 114 funds tracked by Wall St. Rank held UnitedHealth as of Q3 2026.

Based on Rhodes Investment Advisors's 13F filing for Q3 2026, filed 7 Oct 2026.