RWB
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RMR Wealth Builders’s UnitedHealth UNH Stock Holding History

RMR Wealth Builders’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 		– Sell
-783
Closed -$212K – 325
2026
Q1 		$212K Sell
783
-213
-21% -$63.4K 0.02% 265
2025
Q4 		$329K Sell
996
-108
-10% -$36.6K 0.03% 222
2025
Q3 		$381K Buy
1,104
+99
+10% +$29.9K 0.03% 201
2025
Q2 		$314K Sell
1,005
-92
-8% -$35.2K 0.03% 219
2025
Q1 		$574K Sell
1,097
-2,937
-73% -$1.5M 0.06% 141
2024
Q4 		$2.04M Buy
4,034
+647
+19% +$368K 0.21% 62
2024
Q3 		$1.98M Sell
3,387
-144
-4% -$81.4K 0.21% 60
2024
Q2 		$1.8M Buy
3,531
+37
+1% +$18.1K 0.21% 62
2024
Q1 		$1.73M Buy
3,494
+812
+30% +$413K 0.21% 60
2023
Q4 		$1.41M Buy
2,682
+370
+16% +$197K 0.2% 60
2023
Q3 		$1.17M Buy
2,312
+1,193
+107% +$587K 0.19% 64
2023
Q2 		$538K Sell
1,119
-5
-0.4% -$2.44K 0.09% 106
2023
Q1 		$531K Buy
1,124
+481
+75% +$232K 0.1% 103
2022
Q4 		$341K Sell
643
-31
-5% -$16.4K 0.08% 129
2022
Q3 		$340K Buy
674
+60
+10% +$31.6K 0.08% 128
2022
Q2 		$315K Buy
614
+64
+12% +$32.1K 0.08% 137
2022
Q1 		$281K Buy
+550
New +$265K 0.06% 164
2021
Q2 		– Sell
-479
Closed -$178K – 671
2021
Q1 		$178K Buy
479
+281
+142% +$97.4K 0.05% 203
2020
Q4 		$69K Buy
+198
New +$66.4K 0.03% 233
2019
Q4 		$29K Buy
+100
New +$26.2K 0.03% 280

Other funds holding UNH

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
PAM
PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return

RMR Wealth Builders's UNH Position: Q2 2026 in Review

RMR Wealth Builders sold out of UnitedHealth (UNH) in Q2 2026, closing a stake of 783 shares — an estimated $212K sold.

RMR Wealth Builders first reported a position in UNH in Q4 2019 and held it in 20 quarters. The position peaked at $2.04M in Q4 2024. 1,135 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • RMR Wealth Builders reported no remaining UnitedHealth position as of Q2 2026 after selling out during the quarter.
  • RMR Wealth Builders sold 783 UnitedHealth shares in Q2 2026, an estimated $212K.
  • RMR Wealth Builders first reported a position in UnitedHealth in Q4 2019 and held it in 20 quarters.
  • RMR Wealth Builders's UnitedHealth position peaked at $2.04M in Q4 2024.
  • 1,135 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on RMR Wealth Builders's 13F filing for Q2 2026, filed 24 Jul 2026.