UNITEDHEALTH GROUP INC · CUSIP 91324P102 · CIK 1776296
As of 2026-06-30, RBA Wealth Management, LLC reported 1.90K UNH (shares), valued at $790.53K, or 0.29% of its reported non-derivative portfolio. Filed 2026-07-23.
Verify history & sources →Shares decreased 22.71%; reported value increased 18.69%, and weight changed +0.05 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.
Left: % · Right: Shares · Independently scaled axes
Exact data and methodology
Axes scale independently; a crossing does not mean equal values. Weight uses each quarter's total reported non-derivative value. Same CUSIP; missing quarters are gaps, not zero. Revised history may include later disclosures.
| Quarter | Weight | Quantity | Source |
|---|---|---|---|
| Q2 2026 | 0.29% | 1,902 | SEC filing ↗Filed Jul 23, 2026 |
| Q1 2026 | 0.24% | 2,461 | SEC filing ↗Filed Apr 23, 2026 |
| Q4 2025 | 0.27% | 2,434 | SEC filing ↗Filed Jan 26, 2026 |
| Q3 2025 | 0.30% | 2,501 | SEC filing ↗Filed Nov 5, 2025 |
| Q2 2025 | 0.38% | 3,302 | SEC filing ↗Filed Jul 17, 2025 |
| Q1 2025 | 0.82% | 3,966 | SEC filing ↗Filed Apr 25, 2025 |
| Q4 2024 | 0.81% | 4,208 | SEC filing ↗Filed Jan 24, 2025 |
| Q3 2024 | 1.12% | 4,984 | SEC filing ↗Filed Oct 21, 2024 |
| Q2 2024 | 2.44% | 11,941 | SEC filing ↗Filed Jul 19, 2024 |
| Q1 2024 | 2.36% | 11,785 | SEC filing ↗Filed Apr 19, 2024 |
| Q4 2023 | 2.68% | 11,676 | SEC filing ↗Filed Feb 8, 2024 |
| Q3 2023 | 2.84% | 11,701 | SEC filing ↗Filed Oct 19, 2023 |
History & evidence by quarter
| Quarter | Weight | Quantity | Value | Change explained | Source |
|---|---|---|---|---|---|
| Q3 2023 | 2.84% | 11,701 | $5.90M | The prior quarter is outside the free window. Sign in for the comparison. | SEC filing ↗ Filed Oct 19, 2023 |
| Q4 2023 | 2.68% | 11,676 | $6.15M | Shares decreased 0.21%; reported value increased 4.20%, and weight changed -0.16 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Feb 8, 2024 |
| Q1 2024 | 2.36% | 11,785 | $5.83M | Shares increased 0.93%; reported value decreased 5.15%, and weight changed -0.32 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 19, 2024 |
| Q2 2024 | 2.44% | 11,941 | $6.08M | Shares increased 1.32%; reported value increased 4.30%, and weight changed +0.08 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 19, 2024 |
| Q3 2024 | 1.12% | 4,984 | $2.91M | Shares decreased 58.26%; reported value decreased 52.08%, and weight changed -1.32 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Oct 21, 2024 |
| Q4 2024 | 0.81% | 4,208 | $2.13M | Shares decreased 15.57%; reported value decreased 26.96%, and weight changed -0.31 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jan 24, 2025 |
| Q1 2025 | 0.82% | 3,966 | $2.08M | Shares decreased 5.75%; reported value decreased 2.40%, and weight changed +0.01 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 25, 2025 |
| Q2 2025 | 0.38% | 3,302 | $1.03M | Shares decreased 16.74%; reported value decreased 50.41%, and weight changed -0.44 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 17, 2025 |
| Q3 2025 | 0.30% | 2,501 | $863.70K | Shares decreased 24.26%; reported value decreased 16.16%, and weight changed -0.08 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Nov 5, 2025 |
| Q4 2025 | 0.27% | 2,434 | $803.61K | Shares decreased 2.68%; reported value decreased 6.96%, and weight changed -0.03 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jan 26, 2026 |
| Q1 2026 | 0.24% | 2,461 | $666.05K | Shares increased 1.11%; reported value decreased 17.12%, and weight changed -0.03 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 23, 2026 |
| Q2 2026 | 0.29% | 1,902 | $790.53K | Shares decreased 22.71%; reported value increased 18.69%, and weight changed +0.05 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 23, 2026 |
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Figures are as reported to the SEC and merged with later amendments where Akkru could match them. Preview limits apply to what is listed, not to the totals, which come from the complete reported data. Nothing is zero-filled: a missing quarter or month is shown as missing.