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RWC Asset Management’s UnitedHealth UNH Stock Holding History

RWC Asset Management’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
-856
Closed -$232K – 181
2026
Q1 		$232K Buy
856
+165
+24% +$49.1K 0.01% 150
2025
Q4 		$228K Sell
691
-67
-9% -$22.7K 0.01% 161
2025
Q3 		$262K Buy
+758
New +$229K 0.01% 168

Other funds holding UNH

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
VAM
Veritas Asset Management London, United Kingdom $5.56B AUM 3.46% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

RWC Asset Management's UNH Position: Q2 2026 in Review

RWC Asset Management sold out of UnitedHealth (UNH) in Q2 2026, closing a stake of 856 shares — an estimated $232K sold.

RWC Asset Management first reported a position in UNH in Q3 2025 and held it in 3 quarters. The position peaked at $262K in Q3 2025. 1,733 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • RWC Asset Management reported no remaining UnitedHealth position as of Q2 2026 after selling out during the quarter.
  • RWC Asset Management sold 856 UnitedHealth shares in Q2 2026, an estimated $232K.
  • RWC Asset Management first reported a position in UnitedHealth in Q3 2025 and held it in 3 quarters.
  • RWC Asset Management's UnitedHealth position peaked at $262K in Q3 2025.
  • 1,733 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on RWC Asset Management's 13F filing for Q2 2026, filed 27 Jul 2026.