Raffa Wealth Management’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $115K | Sell |
277
-14
| -5% | -$5.19K | 0.01% | 121 |
|
|
2026
Q1 | $78.7K | Buy |
291
+10
| +4% | +$2.98K | 0.01% | 133 |
|
|
2025
Q4 | $92.8K | Buy |
281
+10
| +4% | +$3.39K | 0.01% | 119 |
|
|
2025
Q3 | $93.6K | Buy |
271
+17
| +7% | +$5.14K | 0.02% | 115 |
|
|
2025
Q2 | $79.2K | Sell |
254
-211
| -45% | -$80.6K | 0.02% | 143 |
|
|
2025
Q1 | $244K | Sell |
465
-2
| -0.4% | -$1.02K | 0.06% | 70 |
|
|
2024
Q4 | $236K | Buy |
467
+16
| +4% | +$9.09K | 0.06% | 73 |
|
|
2024
Q3 | $264K | Sell |
451
-32
| -7% | -$18.1K | 0.06% | 68 |
|
|
2024
Q2 | $246K | Buy |
483
+32
| +7% | +$15.7K | 0.07% | 76 |
|
|
2024
Q1 | $223K | Sell |
451
-7
| -2% | -$3.56K | 0.07% | 79 |
|
|
2023
Q4 | $241K | Sell |
458
-175
| -28% | -$93.3K | 0.07% | 68 |
|
|
2023
Q3 | $319K | Buy |
633
+1
| +0.2% | +$492 | 0.11% | 51 |
|
|
2023
Q2 | $304K | Buy |
632
+1
| +0.2% | +$489 | 0.1% | 56 |
|
|
2023
Q1 | $298K | Buy |
631
+199
| +46% | +$96K | 0.11% | 50 |
|
|
2022
Q4 | $229K | Sell |
432
-12
| -3% | -$6.36K | 0.09% | 53 |
|
|
2022
Q3 | $224K | Hold |
444
| – | – | 0.1% | 54 |
|
|
2022
Q2 | $228K | Buy |
444
+2
| +0.5% | +$1K | 0.1% | 53 |
|
|
2022
Q1 | $225K | Buy |
442
+2
| +0.5% | +$965 | 0.08% | 56 |
|
|
2021
Q4 | $221K | Hold |
440
| – | – | 0.07% | 58 |
|
|
2021
Q3 | $172K | Hold |
440
| – | – | 0.06% | 52 |
|
|
2021
Q2 | $176K | Sell |
440
-141
| -24% | -$56.2K | 0.06% | 51 |
|
|
2021
Q1 | $216K | Buy |
581
+16
| +3% | +$5.54K | 0.08% | 64 |
|
|
2020
Q4 | $198K | Hold |
565
| – | – | 0.07% | 63 |
|
|
2020
Q3 | $176K | Hold |
565
| – | – | 0.07% | 61 |
|
|
2020
Q2 | $167K | Hold |
565
| – | – | 0.06% | 63 |
|
|
2020
Q1 | $141K | Sell |
565
-354
| -39% | -$97.4K | 0.05% | 67 |
|
|
2019
Q4 | $270K | Hold |
919
| – | – | 0.09% | 64 |
|
|
2019
Q3 | $200K | Buy |
+919
| New | +$222K | 0.07% | 73 |
|
|
2019
Q2 | – | Sell |
-257
| Closed | -$63.5K | – | 1349 |
|
|
2019
Q1 | $63.5K | Hold |
257
| – | – | 0.03% | 104 |
|
|
2018
Q4 | $64K | Buy |
257
+9
| +4% | +$2.38K | 0.02% | 117 |
|
|
2018
Q3 | $66K | Hold |
248
| – | – | 0.02% | 120 |
|
|
2018
Q2 | $60.8K | Hold |
248
| – | – | 0.02% | 114 |
|
|
2018
Q1 | $53.1K | Buy |
248
+68
| +38% | +$15.5K | 0.02% | 119 |
|
|
2017
Q4 | $39.7K | Hold |
180
| – | – | 0.02% | 137 |
|
|
2017
Q3 | $35.3K | Hold |
180
| – | – | 0.01% | 141 |
|
|
2017
Q2 | $33.4K | Hold |
180
| – | – | 0.01% | 141 |
|
|
2017
Q1 | $29.5K | Sell |
180
-20
| -10% | -$3.27K | 0.01% | 128 |
|
|
2016
Q4 | $32K | Hold |
200
| – | – | 0.02% | 123 |
|
|
2016
Q3 | $28K | Hold |
200
| – | – | 0.02% | 121 |
|
|
2016
Q2 | $28.2K | Hold |
200
| – | – | 0.02% | 115 |
|
|
2016
Q1 | $25.8K | Buy |
200
+180
| +900% | +$21.3K | 0.01% | 125 |
|
|
2015
Q4 | $2.35K | Hold |
20
| – | – | ﹤0.01% | 257 |
|
|
2015
Q3 | $2.32K | Hold |
20
| – | – | ﹤0.01% | 267 |
|
|
2015
Q2 | $2.44K | Hold |
20
| – | – | ﹤0.01% | 255 |
|
|
2015
Q1 | $2.37K | Sell |
20
-30
| -60% | -$3.33K | ﹤0.01% | 249 |
|
|
2014
Q4 | $5.05K | Sell |
50
-30
| -38% | -$2.84K | ﹤0.01% | 200 |
|
|
2014
Q3 | $6.9K | Buy |
80
+20
| +33% | +$1.69K | 0.01% | 175 |
|
|
2014
Q2 | $4.91K | Hold |
60
| – | – | ﹤0.01% | 184 |
|
|
2014
Q1 | $4.92K | Buy |
60
+10
| +20% | +$753 | ﹤0.01% | 181 |
|
|
2013
Q4 | $5.05K | Buy |
+50
| New | +$3.59K | ﹤0.01% | 200 |
|
Other funds holding UNH
Raffa Wealth Management's UNH Position: Q2 2026 in Review
Raffa Wealth Management reduced its UnitedHealth (UNH) stake by 4.8% in Q2 2026, selling an estimated $5.19K and leaving 277 shares worth $115K. The position accounts for 0.01% of the portfolio, ranked #121.
Raffa Wealth Management first reported a position in UNH in Q4 2013 and has held it in 50 quarters since. The position peaked at $319K in Q3 2023. 3,229 funds tracked by Wall St. Rank hold UNH as of Q2 2026.
- Raffa Wealth Management held 277 shares of UnitedHealth worth $115K as of Q2 2026.
- Raffa Wealth Management sold 14 UnitedHealth shares in Q2 2026, an estimated $5.19K.
- UnitedHealth made up 0.01% of Raffa Wealth Management's portfolio in Q2 2026, its #121 holding.
- Raffa Wealth Management first reported a position in UnitedHealth in Q4 2013 and has held it in 50 quarters since.
- Raffa Wealth Management's UnitedHealth position peaked at $319K in Q3 2023.
- 3,229 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.
Based on Raffa Wealth Management's 13F filing for Q2 2026, filed 27 Jul 2026.