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

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

PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return

Handelsbanken Fonder

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Scharf Investments Los Gatos, California $3.03B AUM 7.75% 1-Year Est. Return