Position in UNH
as of Jun 30, 2026
· filed Jul 6, 2026
Position Value
$398,173
+$137,595 QoQ
Shares Held
958
-0.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.15%
of 13F equity value
Holder Rank
#2,487
of 3,349 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in UNH Over Time
Shares Held
Position Value (USD)
Position in Healthcare Plans
Healthcare · as of Jun 30, 2026RDA Financial Network holds $3,073,571 across 2 Healthcare Plans names. UNH ranks #2 (13.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ELV |
Elevance Health, Inc.
|
6,918 | $2,675,398 | |
| 2 | UNH |
Unitedhealth Group Inc
This page
|
958 | $398,173 |
All Filings in UNH
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $398,173 | 958 | Shares | Sole | 2026-07-06 | |
| 2026-03-31 | $260,578 | 963 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $327,139 | 991 | Shares | Sole | 2026-01-06 | |
| 2025-09-30 | $481,348 | 1,394 | Shares | Sole | 2025-10-08 | |
| 2025-06-30 | $3,153,392 | 10,108 | Shares | Sole | 2025-07-07 | |
| 2025-03-31 | $4,861,447 | 9,282 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $4,541,611 | 8,978 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $5,041,110 | 8,622 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $4,515,099 | 8,866 | Shares | Sole | 2024-07-10 | |
| 2024-03-31 | $4,206,434 | 8,503 | Shares | Sole | 2024-04-11 | |
| 2023-12-31 | $4,066,980 | 7,725 | Shares | Sole | 2024-01-12 | |
| 2023-09-30 | $3,027,156 | 6,004 | Shares | Sole | 2023-10-18 | |
| 2023-06-30 | $2,768,005 | 5,759 | Shares | Sole | 2023-07-13 | |
| 2023-03-31 | $3,565,218 | 7,544 | Shares | Sole | 2023-04-12 | |
| 2022-12-31 | $3,853,348 | 7,268 | Shares | Sole | 2023-01-10 | |
| 2022-09-30 | $4,801,415 | 9,507 | Shares | Sole | 2022-10-11 | |
| 2022-06-30 | $4,580,038 | 8,917 | Shares | Sole | 2022-07-13 | |
| 2022-03-31 | $4,531,593 | 8,886 | Shares | Sole | 2022-04-12 | |
| 2021-12-31 | $4,080,891 | 8,127 | Shares | Sole | 2022-01-31 | |
| 2021-09-30 | $3,062,229 | 7,837 | Shares | Sole | 2021-10-29 | |
| 2021-06-30 | $3,035,735 | 7,581 | Shares | Sole | 2021-07-13 | |
| 2021-03-31 | $2,749,969 | 7,391 | Shares | Sole | 2021-05-06 | |
| 2020-12-31 | $2,475,800 | 7,060 | Shares | Sole | 2021-02-05 | |
| 2020-09-30 | $2,074,205 | 6,653 | Shares | Sole | 2020-10-13 | |
| 2020-06-30 | $1,807,748 | 6,129 | Shares | Sole | 2020-07-14 | |
| 2020-03-31 | $1,454,384 | 5,832 | Shares | Sole | 2020-04-06 | |
| No filing history on record for this holder in this stock. | ||||||