RKL Wealth Management’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $615K | Sell |
2,272
-338
| -13% | -$101K | 0.06% | 116 |
|
|
2025
Q4 | $862K | Buy |
2,610
+69
| +3% | +$23.4K | 0.07% | 103 |
|
|
2025
Q3 | $877K | Sell |
2,541
-262
| -9% | -$79.2K | 0.07% | 102 |
|
|
2025
Q2 | $874K | Sell |
2,803
-470
| -14% | -$180K | 0.08% | 100 |
|
|
2025
Q1 | $1.71M | Sell |
3,273
-253
| -7% | -$129K | 0.16% | 73 |
|
|
2024
Q4 | $1.78M | Buy |
3,526
+1,060
| +43% | +$602K | 0.16% | 75 |
|
|
2024
Q3 | $1.44M | Buy |
2,466
+116
| +5% | +$65.6K | 0.13% | 72 |
|
|
2024
Q2 | $1.2M | Buy |
2,350
+60
| +3% | +$29.4K | 0.12% | 76 |
|
|
2024
Q1 | $1.13M | Buy |
2,290
+208
| +10% | +$106K | 0.11% | 77 |
|
|
2023
Q4 | $1.1M | Buy |
2,082
+14
| +0.7% | +$7.47K | 0.12% | 81 |
|
|
2023
Q3 | $1.04M | Buy |
2,068
+16
| +0.8% | +$7.87K | 0.13% | 73 |
|
|
2023
Q2 | $986K | Sell |
2,052
-294
| -13% | -$144K | 0.12% | 80 |
|
|
2023
Q1 | $1.11M | Sell |
2,346
-90
| -4% | -$43.4K | 0.14% | 75 |
|
|
2022
Q4 | $1.29M | Buy |
2,436
+1
| +0% | +$530 | 0.17% | 70 |
|
|
2022
Q3 | $1.23M | Sell |
2,435
-5
| -0.2% | -$2.63K | 0.18% | 69 |
|
|
2022
Q2 | $1.25M | Sell |
2,440
-32
| -1% | -$16.1K | 0.17% | 70 |
|
|
2022
Q1 | $1.26M | Sell |
2,472
-52
| -2% | -$25.1K | 0.15% | 77 |
|
|
2021
Q4 | $1.27M | Sell |
2,524
-277
| -10% | -$125K | 0.15% | 74 |
|
|
2021
Q3 | $1.09M | Sell |
2,801
-157
| -5% | -$65K | 0.14% | 76 |
|
|
2021
Q2 | $1.19M | Sell |
2,958
-209
| -7% | -$83.3K | 0.15% | 75 |
|
|
2021
Q1 | $1.18M | Sell |
3,167
-209
| -6% | -$72.4K | 0.16% | 73 |
|
|
2020
Q4 | $1.18M | Buy |
3,376
+36
| +1% | +$12.1K | 0.17% | 69 |
|
|
2020
Q3 | $1.04M | Buy |
3,340
+68
| +2% | +$20.9K | 0.17% | 70 |
|
|
2020
Q2 | $965K | Sell |
3,272
-49
| -1% | -$14K | 0.17% | 69 |
|
|
2020
Q1 | $828K | Sell |
3,321
-74
| -2% | -$20.4K | 0.17% | 69 |
|
|
2019
Q4 | $998K | Sell |
3,395
-30
| -0.9% | -$7.85K | 0.18% | 77 |
|
|
2019
Q3 | $746K | Sell |
3,425
-50
| -1% | -$12.1K | 0.14% | 83 |
|
|
2019
Q2 | $849K | Sell |
3,475
-509
| -13% | -$122K | 0.16% | 80 |
|
|
2019
Q1 | $982K | Sell |
3,984
-50
| -1% | -$12.8K | 0.19% | 77 |
|
|
2018
Q4 | $1M | Sell |
4,034
-569
| -12% | -$150K | 0.23% | 70 |
|
|
2018
Q3 | $1.23M | Sell |
4,603
-438
| -9% | -$114K | 0.26% | 71 |
|
|
2018
Q2 | $1.24M | Sell |
5,041
-266
| -5% | -$63.9K | 0.28% | 70 |
|
|
2018
Q1 | $1.14M | Sell |
5,307
-586
| -10% | -$134K | 0.27% | 73 |
|
|
2017
Q4 | $1.3M | Sell |
5,893
-1,064
| -15% | -$225K | 0.32% | 64 |
|
|
2017
Q3 | $1.37M | Buy |
6,957
+630
| +10% | +$122K | 0.39% | 56 |
|
|
2017
Q2 | $1.17M | Sell |
6,327
-576
| -8% | -$101K | 0.37% | 60 |
|
|
2017
Q1 | $1.13M | Sell |
6,903
-1,905
| -22% | -$312K | 0.46% | 49 |
|
|
2016
Q4 | $1.41M | Buy |
8,808
+426
| +5% | +$63.6K | 0.68% | 39 |
|
|
2016
Q3 | $1.17M | Buy |
8,382
+1,366
| +19% | +$191K | 0.59% | 42 |
|
|
2016
Q2 | $977K | Buy |
7,016
+2,420
| +53% | +$323K | 0.51% | 45 |
|
|
2016
Q1 | $592K | Buy |
+4,596
| New | +$544K | 0.34% | 43 |
|
Other funds holding UNH
VCM
VPM
RKL Wealth Management's UNH Position: Q1 2026 in Review
RKL Wealth Management reduced its UnitedHealth (UNH) stake by 13% in Q1 2026, selling an estimated $101K and leaving 2,272 shares worth $615K. The position accounts for 0.06% of the portfolio, ranked #116.
RKL Wealth Management first reported a position in UNH in Q1 2016 and has held it in 41 quarters since. The position peaked at $1.78M in Q4 2024. 3,026 funds tracked by Wall St. Rank hold UNH as of Q1 2026.
- RKL Wealth Management held 2,272 shares of UnitedHealth worth $615K as of Q1 2026.
- RKL Wealth Management sold 338 UnitedHealth shares in Q1 2026, an estimated $101K.
- UnitedHealth made up 0.06% of RKL Wealth Management's portfolio in Q1 2026, its #116 holding.
- RKL Wealth Management first reported a position in UnitedHealth in Q1 2016 and has held it in 41 quarters since.
- RKL Wealth Management's UnitedHealth position peaked at $1.78M in Q4 2024.
- 3,026 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.
Based on RKL Wealth Management's 13F filing for Q1 2026, filed 24 Apr 2026.