Rakuten Investment Management’s UnitedHealth UNH Stock Holding History

Rakuten Investment 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	$35.2M	Buy	134,435 +15,279	+13%	+$4.55M	0.07%	49
2025 Q4	$39.2M	Buy	119,156 +92,872	+353%	+$31.5M	0.13%	44
2025 Q3	$10.9M	Buy	+26,284	New	+$7.95M	0.04%	129
2025 Q1	$43.4M	Buy	+84,115	New	+$43M	0.2%	25
2024 Q3	$30.4M	Buy	52,267 +13,056	+33%	+$7.38M	0.18%	19
2024 Q2	$19.1M	Buy	39,211 +14,339	+58%	+$7.03M	0.13%	24
2024 Q1	$12.3M	Buy	24,872 +22,584	+987%	+$11.5M	0.09%	24
2023 Q4	$1.2M	Buy	+2,288	New	+$1.22M	0.01%	32

Other funds holding UNH

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Rakuten Investment Management's UNH Position: Q1 2026 in Review

Rakuten Investment Management increased its UnitedHealth (UNH) stake by 13% in Q1 2026, buying an estimated $4.55M and bringing the position to 134,435 shares worth $35.2M. The position accounts for 0.07% of the portfolio, ranked #49.

Rakuten Investment Management first reported a position in UNH in Q4 2023 and has held it in 8 quarters since. The position peaked at $43.4M in Q1 2025. 3,022 funds tracked by Wall St. Rank hold UNH as of Q1 2026.

Rakuten Investment Management held 134,435 shares of UnitedHealth worth $35.2M as of Q1 2026.
Rakuten Investment Management bought 15,279 UnitedHealth shares in Q1 2026, an estimated $4.55M.
UnitedHealth made up 0.07% of Rakuten Investment Management's portfolio in Q1 2026, its #49 holding.
Rakuten Investment Management first reported a position in UnitedHealth in Q4 2023 and has held it in 8 quarters since.
Rakuten Investment Management's UnitedHealth position peaked at $43.4M in Q1 2025.
3,022 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.

Based on Rakuten Investment Management's 13F filing for Q1 2026, filed 12 May 2026.