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RBA Wealth Management, LLC

Position in UNH — Unitedhealth Group Inc

CIK 1776296 NEWPORT BEACH, CA

Position in UNH

as of Jun 30, 2026 · filed Jul 23, 2026
Position Value
$790,528
+$124,607 QoQ
Shares Held
1,902
-22.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.32%
of 13F equity value
Holder Rank
#1,990
of 3,349 holders
Holding Since
Mar 2020
23 quarters on record
Voting authority Sole 100% Shared 0% None 0%

Common Shares in UNH Over Time

Shares Held

Position Value (USD)

Position in Healthcare Plans

Healthcare · as of Jun 30, 2026

RBA Wealth Management, LLC holds $7,044,328 across 2 Healthcare Plans names. UNH ranks #2 (11.2% of the industry book) .

# Ticker Company Shares Value (USD) Open
2 UNH
Unitedhealth Group Inc
This page
1,902 $790,528

All Filings in UNH

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23 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $790,528 1,902
2026-03-31 $665,921 2,461
2025-12-31 $803,487 2,434
2025-09-30 $863,595 2,501
2025-06-30 $1,030,124 3,302
2025-03-31 $2,077,192 3,966
2024-12-31 $2,128,658 4,208
2024-09-30 $2,914,045 4,984
2024-06-30 $6,081,073 11,941
2024-03-31 $5,830,039 11,785
2023-12-31 $6,147,063 11,676
2023-09-30 $5,899,527 11,701
2023-06-30 $5,586,959 11,624
2023-03-31 $5,486,769 11,610
2022-12-31 $6,018,603 11,352
2022-09-30 $5,766,546 11,418
2022-06-30 $5,900,581 11,488
2022-03-31 $5,791,729 11,357
2021-12-31 $5,945,839 11,841
2020-12-31 $4,086,123 11,652
2020-09-30 $3,656,438 11,728
2020-06-30 $3,410,801 11,564
2020-03-31 $2,862,383 11,478