Rappaport Reiches Capital Management’s UnitedHealth UNH Stock Holding History

Rappaport Reiches 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
2025 Q1	$561K	Sell	1,072 -19	-2%	-$9.71K	0.14%	56
2024 Q4	$552K	Buy	1,091 +5	+0.5%	+$2.84K	0.14%	54
2024 Q3	$635K	Buy	1,086 +5	+0.5%	+$2.83K	0.17%	52
2024 Q2	$551K	Buy	1,081 +29	+3%	+$14.2K	0.16%	51
2024 Q1	$521K	Buy	1,052 +2	+0.2%	+$1.02K	0.16%	61
2023 Q4	$553K	Sell	1,050 -85	-7%	-$45.3K	0.2%	46
2023 Q3	$572K	Buy	1,135 +4	+0.4%	+$1.97K	0.24%	42
2023 Q2	$544K	Sell	1,131 -32	-3%	-$15.6K	0.23%	46
2023 Q1	$550K	Sell	1,163 -1	-0.1%	-$483	0.24%	45
2022 Q4	$617K	Hold	1,164	–	–	0.3%	36
2022 Q3	$588K	Sell	1,164 -201	-15%	-$106K	0.3%	36
2022 Q2	$701K	Buy	1,365 +463	+51%	+$233K	0.35%	34
2022 Q1	$460K	Buy	+902	New	+$435K	0.25%	44

Other funds holding UNH

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Rappaport Reiches Capital Management's UNH Position: Q1 2025 in Review

Rappaport Reiches Capital Management reduced its UnitedHealth (UNH) stake by 1.7% in Q1 2025, selling an estimated $9.71K and leaving 1,072 shares worth $561K. The position accounts for 0.14% of the portfolio, ranked #56.

Rappaport Reiches Capital Management first reported a position in UNH in Q1 2022 and has held it in 13 quarters since. The position peaked at $701K in Q2 2022. 3,602 funds tracked by Wall St. Rank hold UNH as of Q1 2025.

Rappaport Reiches Capital Management held 1,072 shares of UnitedHealth worth $561K as of Q1 2025.
Rappaport Reiches Capital Management sold 19 UnitedHealth shares in Q1 2025, an estimated $9.71K.
UnitedHealth made up 0.14% of Rappaport Reiches Capital Management's portfolio in Q1 2025, its #56 holding.
Rappaport Reiches Capital Management first reported a position in UnitedHealth in Q1 2022 and has held it in 13 quarters since.
Rappaport Reiches Capital Management's UnitedHealth position peaked at $701K in Q2 2022.
3,602 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2025.

Based on Rappaport Reiches Capital Management's 13F filing for Q1 2025, filed 22 Apr 2025.