RS
UNH icon

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
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 $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

Rakuten Securities's UNH Position: Q1 2026 in Review

Rakuten Securities increased its UnitedHealth (UNH) stake by 250% in Q1 2026, buying an estimated $7.16M and bringing the position to 33,626 shares worth $9.1M. The position accounts for 3.78% of the portfolio, ranked #6.

Rakuten Securities first reported a position in UNH in Q4 2023 and has held it in 10 quarters since. 3,024 funds tracked by Wall St. Rank hold UNH as of Q1 2026.

  • Rakuten Securities held 33,626 shares of UnitedHealth worth $9.1M as of Q1 2026.
  • Rakuten Securities bought 24,028 UnitedHealth shares in Q1 2026, an estimated $7.16M.
  • UnitedHealth made up 3.78% of Rakuten Securities's portfolio in Q1 2026, its #6 holding.
  • Rakuten Securities first reported a position in UnitedHealth in Q4 2023 and has held it in 10 quarters since.
  • 3,024 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.

Based on Rakuten Securities's 13F filing for Q1 2026, filed 1 May 2026.