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Rakuten Securities’s UnitedHealth UNH Stock Holding History

Rakuten Securities’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
Q2 		$1.56M Sell
3,764
-29,862
-89% -$11.1M 0.36% 45
2026
Q1 		$9.1M Buy
33,626
+24,028
+250% +$7.16M 3.78% 6
2025
Q4 		$3.17M Sell
9,598
-6,596
-41% -$2.24M 1.03% 22
2025
Q3 		$5.59M Buy
16,194
+7,375
+84% +$2.23M 2.06% 8
2025
Q2 		$2.75M Buy
8,819
+8,186
+1,293% +$3.13M 1.08% 21
2025
Q1 		$332K Buy
633
+91
+17% +$46.5K 0.17% 86
2024
Q4 		$274K Buy
542
+406
+299% +$231K 0.11% 88
2024
Q3 		$79.5K Sell
136
-5
-4% -$2.83K 0.03% 149
2024
Q2 		$71.8K Sell
141
-636
-82% -$312K 0.03% 147
2024
Q1 		$384K Buy
777
+487
+168% +$248K 0.17% 64
2023
Q4 		$153K Buy
+290
New +$155K 0.12% 103

Other funds holding UNH

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Rakuten Securities's UNH Position: Q2 2026 in Review

Rakuten Securities reduced its UnitedHealth (UNH) stake by 89% in Q2 2026, selling an estimated $11.1M and leaving 3,764 shares worth $1.56M. The position accounts for 0.36% of the portfolio, ranked #45.

Rakuten Securities first reported a position in UNH in Q4 2023 and has held it in 11 quarters since. The position peaked at $9.1M in Q1 2026. 3,394 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • Rakuten Securities held 3,764 shares of UnitedHealth worth $1.56M as of Q2 2026.
  • Rakuten Securities sold 29,862 UnitedHealth shares in Q2 2026, an estimated $11.1M.
  • UnitedHealth made up 0.36% of Rakuten Securities's portfolio in Q2 2026, its #45 holding.
  • Rakuten Securities first reported a position in UnitedHealth in Q4 2023 and has held it in 11 quarters since.
  • Rakuten Securities's UnitedHealth position peaked at $9.1M in Q1 2026.
  • 3,394 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Rakuten Securities's 13F filing for Q2 2026, filed 12 Aug 2026.