Rafferty Asset Management
UNH icon

Rafferty Asset Management’s UnitedHealth UNH Stock Holding History

Rafferty Asset Management’s Portfolio UNH Stock Details UNH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$19.1M Sell
70,695
-26,830
-28% -$7.99M 0.08% 142
2025
Q4 		$32.2M Sell
97,525
-3,007
-3% -$1.02M 0.11% 102
2025
Q3 		$34.7M Buy
100,532
+4,643
+5% +$1.4M 0.11% 104
2025
Q2 		$29.9M Buy
95,889
+10,679
+13% +$4.08M 0.1% 114
2025
Q1 		$44.6M Sell
85,210
-19,162
-18% -$9.8M 0.19% 70
2024
Q4 		$52.8M Buy
104,372
+10,712
+11% +$6.09M 0.19% 71
2024
Q3 		$54.8M Sell
93,660
-6,439
-6% -$3.64M 0.19% 64
2024
Q2 		$51M Buy
100,099
+4,643
+5% +$2.28M 0.19% 66
2024
Q1 		$47.2M Buy
95,456
+1,308
+1% +$665K 0.18% 64
2023
Q4 		$49.6M Sell
94,148
-2,506
-3% -$1.34M 0.21% 55
2023
Q3 		$48.7M Buy
96,654
+6,495
+7% +$3.2M 0.29% 52
2023
Q2 		$43.3M Buy
90,159
+6,572
+8% +$3.21M 0.24% 53
2023
Q1 		$39.5M Buy
83,587
+3,195
+4% +$1.54M 0.27% 51
2022
Q4 		$42.6M Buy
80,392
+30,348
+61% +$16.1M 0.36% 46
2022
Q3 		$25.3M Buy
50,044
+27,281
+120% +$14.3M 0.27% 58
2022
Q2 		$11.7M Sell
22,763
-6,027
-21% -$3.03M 0.11% 115
2022
Q1 		$14.7M Sell
28,790
-2,866
-9% -$1.38M 0.09% 140
2021
Q4 		$15.9M Buy
31,656
+1,592
+5% +$721K 0.08% 135
2021
Q3 		$11.7M Buy
30,064
+10,349
+52% +$4.29M 0.08% 145
2021
Q2 		$7.89M Buy
19,715
+1,596
+9% +$636K 0.05% 222
2021
Q1 		$6.74M Buy
18,119
+2,199
+14% +$762K 0.05% 228
2020
Q4 		$5.58M Sell
15,920
-1,440
-8% -$483K 0.05% 196
2020
Q3 		$5.41M Sell
17,360
-4,143
-19% -$1.27M 0.07% 169
2020
Q2 		$6.34M Buy
21,503
+14,211
+195% +$4.07M 0.09% 133
2020
Q1 		$1.82M Sell
7,292
-18,292
-71% -$5.03M 0.08% 166
2019
Q4 		$7.52M Buy
25,584
+18,753
+275% +$4.91M 0.12% 100
2019
Q3 		$1.49M Sell
6,831
-1,592
-19% -$384K 0.02% 463
2019
Q2 		$2.06M Buy
8,423
+6,637
+372% +$1.6M 0.04% 411
2019
Q1 		$442K Sell
1,786
-282
-14% -$71.9K 0.01% 691
2018
Q4 		$515K Buy
+2,068
New +$546K 0.01% 507
2018
Q2 		– Sell
-2,207
Closed -$472K – 707
2018
Q1 		$472K Sell
2,207
-273
-11% -$62.4K 0.01% 592
2017
Q4 		$547K Buy
+2,480
New +$526K 0.01% 555
2015
Q3 		– Sell
-2,027
Closed -$247K – 612
2015
Q2 		$247K Sell
2,027
-202
-9% -$23.9K 0.02% 476
2015
Q1 		$264K Buy
+2,229
New +$248K 0.02% 463
2014
Q3 		– Sell
-5,885
Closed -$481K – 412
2014
Q2 		$481K Buy
+5,885
New +$463K 0.09% 152

Other funds holding UNH

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Rafferty Asset Management's UNH Position: Q1 2026 in Review

Rafferty Asset Management reduced its UnitedHealth (UNH) stake by 28% in Q1 2026, selling an estimated $7.99M and leaving 70,695 shares worth $19.1M. The position accounts for 0.08% of the portfolio, ranked #142.

Rafferty Asset Management first reported a position in UNH in Q2 2014 and has held it in 35 quarters since. The position peaked at $54.8M in Q3 2024. 3,024 funds tracked by Wall St. Rank hold UNH as of Q1 2026.

  • Rafferty Asset Management held 70,695 shares of UnitedHealth worth $19.1M as of Q1 2026.
  • Rafferty Asset Management sold 26,830 UnitedHealth shares in Q1 2026, an estimated $7.99M.
  • UnitedHealth made up 0.08% of Rafferty Asset Management's portfolio in Q1 2026, its #142 holding.
  • Rafferty Asset Management first reported a position in UnitedHealth in Q2 2014 and has held it in 35 quarters since.
  • Rafferty Asset Management's UnitedHealth position peaked at $54.8M in Q3 2024.
  • 3,024 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.

Based on Rafferty Asset Management's 13F filing for Q1 2026, filed 15 May 2026.