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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
Q2 		$4.87K Hold
12
– – ﹤0.01% 356
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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

RMG Wealth Management's UNH Position: Q2 2026 in Review

RMG Wealth Management held its UnitedHealth (UNH) position steady in Q2 2026 at 12 shares worth $4.87K. The position accounts for ﹤0.01% of the portfolio, ranked #356.

RMG Wealth Management first reported a position in UNH in Q2 2025 and has held it in 5 quarters since. The position peaked at $13.7K in Q3 2025. 3,389 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • RMG Wealth Management held 12 shares of UnitedHealth worth $4.87K as of Q2 2026.
  • RMG Wealth Management left its UnitedHealth share count unchanged in Q2 2026.
  • UnitedHealth made up ﹤0.01% of RMG Wealth Management's portfolio in Q2 2026, its #356 holding.
  • RMG Wealth Management first reported a position in UnitedHealth in Q2 2025 and has held it in 5 quarters since.
  • RMG Wealth Management's UnitedHealth position peaked at $13.7K in Q3 2025.
  • 3,389 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on RMG Wealth Management's 13F filing for Q2 2026, filed 13 Aug 2026.