RMR Wealth Builders
UNH icon

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
Q3 		$369K Buy
+1,006
New +$405K 0.02% 216
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

Sanders Capital
Sanders Capital West Palm Beach, Florida $103B AUM 36.66% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $53.6B AUM 32.29% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

RMR Wealth Builders's UNH Position: Q3 2026 in Review

RMR Wealth Builders opened a new position in UnitedHealth (UNH) in Q3 2026: 1,006 shares worth $369K. The stake represents 0.02% of the portfolio and ranks #216 among its holdings. This is a return to the name: RMR Wealth Builders previously reported a position in UNH as recently as Q1 2026.

RMR Wealth Builders first reported a position in UNH in Q4 2019 and has held it in 21 quarters since. The position peaked at $2.04M in Q4 2024. 1,710 funds tracked by Wall St. Rank hold UNH as of Q3 2026.

  • RMR Wealth Builders held 1,006 shares of UnitedHealth worth $369K as of Q3 2026.
  • UnitedHealth was a new RMR Wealth Builders position in Q3 2026.
  • UnitedHealth made up 0.02% of RMR Wealth Builders's portfolio in Q3 2026, its #216 holding.
  • RMR Wealth Builders first reported a position in UnitedHealth in Q4 2019 and has held it in 21 quarters since.
  • RMR Wealth Builders's UnitedHealth position peaked at $2.04M in Q4 2024.
  • 1,710 funds tracked by Wall St. Rank held UnitedHealth as of Q3 2026.

Based on RMR Wealth Builders's 13F filing for Q3 2026, filed 22 Oct 2026.