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RMG Wealth Management’s UnitedHealth UNH Stock Holding History

RMG Wealth Management’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
Q1 		$4.61K Sell
12
-26
-68% -$7.74K ﹤0.01% 391
2025
Q4 		$13.4K Hold
38
– – ﹤0.01% 235
2025
Q3 		$13.7K Hold
38
– – ﹤0.01% 211
2025
Q2 		$10.8K Buy
+38
New +$14.5K ﹤0.01% 223

Other funds holding UNH

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

RMG Wealth Management's UNH Position: Q1 2026 in Review

RMG Wealth Management reduced its UnitedHealth (UNH) stake by 68% in Q1 2026, selling an estimated $7.74K and leaving 12 shares worth $4.61K. The position accounts for ﹤0.01% of the portfolio, ranked #391.

RMG Wealth Management first reported a position in UNH in Q2 2025 and has held it in 4 quarters since. The position peaked at $13.7K in Q3 2025. 3,024 funds tracked by Wall St. Rank hold UNH as of Q1 2026.

  • RMG Wealth Management held 12 shares of UnitedHealth worth $4.61K as of Q1 2026.
  • RMG Wealth Management sold 26 UnitedHealth shares in Q1 2026, an estimated $7.74K.
  • UnitedHealth made up ﹤0.01% of RMG Wealth Management's portfolio in Q1 2026, its #391 holding.
  • RMG Wealth Management first reported a position in UnitedHealth in Q2 2025 and has held it in 4 quarters since.
  • RMG Wealth Management's UnitedHealth position peaked at $13.7K in Q3 2025.
  • 3,024 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.

Based on RMG Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.