Rhumbline Advisers Trims UnitedHealth Group Holdings

Investment firm reduces stake in healthcare conglomerate by 1.5% in Q3

Published on Feb. 11, 2026

Got story updates? Submit your updates here. ›

Rhumbline Advisers, a major investment management firm, lowered its position in UnitedHealth Group Incorporated (NYSE:UNH) by 1.5% during the third quarter. The firm now holds 1,542,806 shares of the healthcare conglomerate's stock, valued at $532,732,000, making it UnitedHealth Group's 27th largest holding.

Why it matters

UnitedHealth Group is one of the largest healthcare companies in the United States, providing a wide range of insurance and healthcare services. Changes in institutional ownership of the stock can signal shifts in investor sentiment and market expectations around the company's performance.

The details

Rhumbline Advisers sold 24,002 shares of UnitedHealth Group during the third quarter, reducing its total holdings to 1,542,806 shares. The firm's stake in UnitedHealth Group now represents approximately 0.4% of its total investment portfolio. Other major investors have also made changes to their UnitedHealth Group positions, with some increasing their holdings and others, like Rhumbline, decreasing their exposure.

  • Rhumbline Advisers lowered its UnitedHealth Group position during the third quarter of 2026.

The players

Rhumbline Advisers

A major investment management firm that manages over $500 billion in assets.

UnitedHealth Group Incorporated

A diversified healthcare company that operates two primary business platforms: UnitedHealthcare and Optum.

Got photos? Submit your photos here. ›

The takeaway

The reduction in Rhumbline Advisers' UnitedHealth Group holdings, while relatively small, could signal a broader shift in investor sentiment around the healthcare conglomerate. Analysts and investors will likely continue to monitor institutional ownership changes and other market signals to gauge the company's performance and future outlook.