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Raleigh Capital Management’s UnitedHealth UNH Stock Holding History

Raleigh Capital 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
Q2 		$332K Sell
798
-8
-1% -$2.96K 0.11% 170
2026
Q1 		$218K Buy
806
+44
+6% +$13.1K 0.08% 193
2025
Q4 		$252K Sell
762
-42
-5% -$14.2K 0.09% 184
2025
Q3 		$278K Sell
804
-437
-35% -$132K 0.11% 172
2025
Q2 		$387K Sell
1,241
-379
-23% -$145K 0.16% 144
2025
Q1 		$848K Sell
1,620
-292
-15% -$149K 0.38% 76
2024
Q4 		$967K Sell
1,912
-28
-1% -$15.9K 0.37% 82
2024
Q3 		$1.13M Buy
1,940
+771
+66% +$436K 0.44% 72
2024
Q2 		$596K Sell
1,169
-138
-11% -$67.6K 0.25% 108
2024
Q1 		$646K Buy
1,307
+335
+34% +$170K 0.28% 104
2023
Q4 		$512K Buy
972
+112
+13% +$59.7K 0.24% 105
2023
Q3 		$434K Buy
860
+130
+18% +$64K 0.22% 106
2023
Q2 		$351K Buy
730
+37
+5% +$18.1K 0.18% 125
2023
Q1 		$328K Buy
693
+166
+31% +$80.1K 0.16% 136
2022
Q4 		$280K Buy
527
+18
+4% +$9.54K 0.15% 140
2022
Q3 		$257K Buy
509
+39
+8% +$20.5K 0.15% 142
2022
Q2 		$241K Buy
470
+64
+16% +$32.1K 0.14% 160
2022
Q1 		$207K Buy
406
+369
+997% +$178K 0.11% 178
2021
Q4 		$19K Buy
+37
New +$16.7K 0.02% 165

Other funds holding UNH

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
VAM
Veritas Asset Management London, United Kingdom $5.56B AUM 3.46% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

Raleigh Capital Management's UNH Position: Q2 2026 in Review

Raleigh Capital Management reduced its UnitedHealth (UNH) stake by 0.99% in Q2 2026, selling an estimated $2.96K and leaving 798 shares worth $332K. The position accounts for 0.11% of the portfolio, ranked #170.

Raleigh Capital Management first reported a position in UNH in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.13M in Q3 2024. 1,733 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • Raleigh Capital Management held 798 shares of UnitedHealth worth $332K as of Q2 2026.
  • Raleigh Capital Management sold 8 UnitedHealth shares in Q2 2026, an estimated $2.96K.
  • UnitedHealth made up 0.11% of Raleigh Capital Management's portfolio in Q2 2026, its #170 holding.
  • Raleigh Capital Management first reported a position in UnitedHealth in Q4 2021 and has held it in 19 quarters since.
  • Raleigh Capital Management's UnitedHealth position peaked at $1.13M in Q3 2024.
  • 1,733 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Raleigh Capital Management's 13F filing for Q2 2026, filed 21 Jul 2026.