Raymond James Financial
UNH icon

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 		$787K Hold
2,600
– – ﹤0.01% 4171
2026
Q1 		$787K Buy
+2,600
New +$774K ﹤0.01% 4034

Other funds holding UNH

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Charles Schwab
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.