RTD Financial Advisors’s UnitedHealth UNH Stock Holding History

RTD Financial Advisors’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	$285K	Buy	+685	New	+$254K	0.03%	114
2025 Q2	–	Sell	-692	Closed	-$362K	–	120
2025 Q1	$362K	Sell	692 -36	-5%	-$18.4K	0.05%	91
2024 Q4	$368K	Sell	728 -16	-2%	-$9.09K	0.05%	92
2024 Q3	$435K	Buy	744 +45	+6%	+$25.5K	0.06%	88
2024 Q2	$356K	Hold	699	–	–	0.05%	95
2024 Q1	$346K	Hold	699	–	–	0.05%	90
2023 Q4	$368K	Hold	699	–	–	0.05%	87
2023 Q3	$352K	Hold	699	–	–	0.05%	83
2023 Q2	$336K	Hold	699	–	–	0.05%	87
2023 Q1	$330K	Hold	699	–	–	0.05%	83
2022 Q4	$371K	Sell	699 -4	-0.6%	-$2.12K	0.06%	76
2022 Q3	$355K	Sell	703 -96	-12%	-$50.5K	0.07%	77
2022 Q2	$410K	Sell	799 -13	-2%	-$6.53K	0.06%	84
2022 Q1	$414K	Buy	812 +134	+20%	+$64.6K	0.06%	86
2021 Q4	$340K	Buy	+678	New	+$307K	0.04%	95

Other funds holding UNH

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

RTD Financial Advisors's UNH Position: Q2 2026 in Review

RTD Financial Advisors opened a new position in UnitedHealth (UNH) in Q2 2026: 685 shares worth $285K. The stake represents 0.03% of the portfolio and ranks #114 among its holdings. This is a return to the name: RTD Financial Advisors previously reported a position in UNH as recently as Q1 2025.

RTD Financial Advisors first reported a position in UNH in Q4 2021 and has held it in 15 quarters since. The position peaked at $435K in Q3 2024. 3,378 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

RTD Financial Advisors held 685 shares of UnitedHealth worth $285K as of Q2 2026.
UnitedHealth was a new RTD Financial Advisors position in Q2 2026.
UnitedHealth made up 0.03% of RTD Financial Advisors's portfolio in Q2 2026, its #114 holding.
RTD Financial Advisors first reported a position in UnitedHealth in Q4 2021 and has held it in 15 quarters since.
RTD Financial Advisors's UnitedHealth position peaked at $435K in Q3 2024.
3,378 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on RTD Financial Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.