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 Q2	$1.37B	Buy	3,306,337 +320,548	+11%	+$119M	0.37%	39
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 $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Raymond James Financial's UNH Position: Q2 2026 in Review

Raymond James Financial increased its UnitedHealth (UNH) stake by 11% in Q2 2026, buying an estimated $119M and bringing the position to 3,306,337 shares worth $1.37B. The position accounts for 0.37% of the portfolio, ranked #39.

Raymond James Financial first reported a position in UNH in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.92B in Q1 2025. 3,394 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

Raymond James Financial held 3,306,337 shares of UnitedHealth worth $1.37B as of Q2 2026.
Raymond James Financial bought 320,548 UnitedHealth shares in Q2 2026, an estimated $119M.
UnitedHealth made up 0.37% of Raymond James Financial's portfolio in Q2 2026, its #39 holding.
Raymond James Financial first reported a position in UnitedHealth in Q4 2024 and has held it in 7 quarters since.
Raymond James Financial's UnitedHealth position peaked at $1.92B in Q1 2025.
3,394 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on Raymond James Financial's 13F filing for Q2 2026, filed 14 Aug 2026.