RW
UNH icon

RVW Wealth’s UnitedHealth UNH Stock Holding History

RVW Wealth’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
-1,563
Closed -$423K – 187
2026
Q1 		$423K Buy
+1,563
New +$465K 0.03% 122
2023
Q4 		– Sell
-87
Closed -$43.9K – 344
2023
Q3 		$43.9K Buy
+87
New +$42.8K 0.01% 250

Other funds holding UNH

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
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
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
OIAM
OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

RVW Wealth's UNH Position: Q2 2026 in Review

RVW Wealth sold out of UnitedHealth (UNH) in Q2 2026, closing a stake of 1,563 shares — an estimated $423K sold.

RVW Wealth first reported a position in UNH in Q3 2023 and held it in 2 quarters. The position peaked at $423K in Q1 2026. 568 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • RVW Wealth reported no remaining UnitedHealth position as of Q2 2026 after selling out during the quarter.
  • RVW Wealth sold 1,563 UnitedHealth shares in Q2 2026, an estimated $423K.
  • RVW Wealth first reported a position in UnitedHealth in Q3 2023 and held it in 2 quarters.
  • RVW Wealth's UnitedHealth position peaked at $423K in Q1 2026.
  • 568 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on RVW Wealth's 13F filing for Q2 2026, filed 8 Jul 2026.