Raymond James Financial’s UnitedHealth UNH Stock Holding History

Raymond James Financial’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	$806M	Sell	2,985,789 -112,775	-4%	-$33.6M	0.25%	66
2025 Q4	$1.02B	Sell	3,098,564 -190,035	-6%	-$64.4M	0.32%	49
2025 Q3	$1.14B	Sell	3,288,599 -234,566	-7%	-$70.9M	0.37%	40
2025 Q2	$1.1B	Sell	3,523,165 -148,319	-4%	-$56.7M	0.38%	38
2025 Q1	$1.92B	Sell	3,671,484 -113,636	-3%	-$58.1M	0.72%	19
2024 Q4	$1.91B	Buy	+3,785,120	New	+$2.15B	0.71%	18

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

Raymond James Financial's UNH Position: Q1 2026 in Review

Raymond James Financial reduced its UnitedHealth (UNH) stake by 3.6% in Q1 2026, selling an estimated $33.6M and leaving 2,985,789 shares worth $806M. The position accounts for 0.25% of the portfolio, ranked #66.

Raymond James Financial first reported a position in UNH in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.92B in Q1 2025. 3,024 funds tracked by Wall St. Rank hold UNH as of Q1 2026.

Raymond James Financial held 2,985,789 shares of UnitedHealth worth $806M as of Q1 2026.
Raymond James Financial sold 112,775 UnitedHealth shares in Q1 2026, an estimated $33.6M.
UnitedHealth made up 0.25% of Raymond James Financial's portfolio in Q1 2026, its #66 holding.
Raymond James Financial first reported a position in UnitedHealth in Q4 2024 and has held it in 6 quarters since.
Raymond James Financial's UnitedHealth position peaked at $1.92B in Q1 2025.
3,024 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.

Based on Raymond James Financial's 13F filing for Q1 2026, filed 14 May 2026.