RNC Capital Management’s UnitedHealth UNH Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q4
$6.27M Sell
19,005
-6,528
-26% -$2.21M 0.29% 49
2025
Q3
$8.82M Buy
25,533
+3,848
+18% +$1.16M 0.41% 45
2025
Q2
$6.77M Buy
21,685
+3,659
+20% +$1.4M 0.33% 48
2025
Q1
$9.44M Buy
18,026
+1,689
+10% +$863K 0.48% 44
2024
Q4
$8.26M Sell
16,337
-1,491
-8% -$847K 0.44% 44
2024
Q3
$9.08M Hold
17,828
0.5% 43
2024
Q2
$9.08M Buy
17,828
+1,272
+8% +$623K 0.5% 43
2024
Q1
$8.19M Buy
16,556
+1,855
+13% +$943K 0.47% 42
2023
Q4
$7.74M Buy
14,701
+161
+1% +$85.9K 0.46% 42
2023
Q3
$7.33M Sell
14,540
-892
-6% -$439K 0.45% 42
2023
Q2
$7.42M Buy
15,432
+117
+0.8% +$57.2K 0.41% 42
2023
Q1
$7.24M Sell
15,315
-675
-4% -$326K 0.41% 39
2022
Q4
$8.48M Sell
15,990
-288
-2% -$153K 0.48% 39
2022
Q3
$8.22M Sell
16,278
-1,469
-8% -$772K 0.52% 37
2022
Q2
$9.12M Buy
17,747
+7,275
+69% +$3.65M 0.52% 38
2022
Q1
$5.34M Sell
10,472
-213
-2% -$103K 0.27% 62
2021
Q4
$5.37M Buy
10,685
+236
+2% +$107K 0.27% 64
2021
Q3
$4.08M Sell
10,449
-11,163
-52% -$4.62M 0.22% 71
2021
Q2
$8.65M Buy
21,612
+196
+0.9% +$78.2K 0.46% 44
2021
Q1
$7.97M Buy
21,416
+449
+2% +$156K 0.45% 42
2020
Q4
$7.35M Buy
20,967
+2,908
+16% +$975K 0.46% 46
2020
Q3
$5.63M Sell
18,059
-168
-0.9% -$51.6K 0.4% 48
2020
Q2
$5.38M Buy
18,227
+1,110
+6% +$318K 0.39% 41
2020
Q1
$4.27M Buy
17,117
+533
+3% +$147K 0.36% 45
2019
Q4
$4.88M Buy
16,584
+949
+6% +$248K 0.31% 49
2019
Q3
$3.4M Buy
15,635
+215
+1% +$51.9K 0.24% 62
2019
Q2
$3.76M Buy
15,420
+710
+5% +$171K 0.26% 57
2019
Q1
$3.64M Buy
14,710
+10,906
+287% +$2.78M 0.25% 55
2018
Q4
$948K Sell
3,804
-71
-2% -$18.8K 0.07% 81
2018
Q3
$1.03M Buy
3,875
+791
+26% +$206K 0.07% 77
2018
Q2
$757K Sell
3,084
-190
-6% -$45.6K 0.05% 87
2018
Q1
$701K Buy
3,274
+1,150
+54% +$263K 0.05% 87
2017
Q4
$468K Buy
2,124
+75
+4% +$15.9K 0.03% 102
2017
Q3
$401K Buy
2,049
+109
+6% +$21.1K 0.03% 99
2017
Q2
$360K Buy
1,940
+13
+0.7% +$2.28K 0.03% 104
2017
Q1
$316K Buy
+1,927
New +$316K 0.03% 105

Other funds holding UNH

RNC Capital Management's UNH Position: Q4 2025 in Review

RNC Capital Management reduced its UnitedHealth (UNH) stake by 26% in Q4 2025, selling an estimated $2.21M and leaving 19,005 shares worth $6.27M. The position accounts for 0.29% of the portfolio, ranked #49.

RNC Capital Management first reported a position in UNH in Q1 2017 and has held it in 36 quarters since. The position peaked at $9.44M in Q1 2025. 3,295 funds tracked by Wall St. Rank hold UNH as of Q4 2025.

  • RNC Capital Management held 19,005 shares of UnitedHealth worth $6.27M as of Q4 2025.
  • RNC Capital Management sold 6,528 UnitedHealth shares in Q4 2025, an estimated $2.21M.
  • UnitedHealth made up 0.29% of RNC Capital Management's portfolio in Q4 2025, its #49 holding.
  • RNC Capital Management first reported a position in UnitedHealth in Q1 2017 and has held it in 36 quarters since.
  • RNC Capital Management's UnitedHealth position peaked at $9.44M in Q1 2025.
  • 3,295 funds tracked by Wall St. Rank held UnitedHealth as of Q4 2025.

Based on RNC Capital Management's 13F filing for Q4 2025, filed 3 Feb 2026.