RBF Capital’s UnitedHealth UNH Stock Holding History

RBF Capital’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	$14.9M	Hold	55,000	–	–	0.73%	30
2025 Q4	$18.2M	Hold	55,000	–	–	0.81%	23
2025 Q3	$19M	Hold	55,000	–	–	0.85%	21
2025 Q2	$17.2M	Buy	+55,000	New	+$21M	0.82%	21
2025 Q1	–	Sell	-55,000	Closed	-$28.1M	–	611
2024 Q4	$27.8M	Hold	55,000	–	–	1.44%	13
2024 Q3	$32.2M	Hold	55,000	–	–	1.61%	10
2024 Q2	$28M	Hold	55,000	–	–	1.61%	10
2024 Q1	$27.2M	Hold	55,000	–	–	1.52%	9
2023 Q4	$29M	Hold	55,000	–	–	1.75%	8
2023 Q3	$27.7M	Hold	55,000	–	–	1.82%	7
2023 Q2	$26.4M	Hold	55,000	–	–	1.65%	9
2023 Q1	$26M	Hold	55,000	–	–	1.89%	6
2022 Q4	$29.2M	Hold	55,000	–	–	2.19%	5
2022 Q3	$27.8M	Hold	55,000	–	–	2.34%	4
2022 Q2	$28M	Hold	55,000	–	–	1.95%	7
2022 Q1	$28M	Hold	55,000	–	–	1.79%	7
2021 Q4	$27.6M	Hold	55,000	–	–	1.7%	9
2021 Q3	$21.5M	Hold	55,000	–	–	1.2%	12
2021 Q2	$22M	Hold	55,000	–	–	1.23%	13
2021 Q1	$20.5M	Hold	55,000	–	–	1.28%	14
2020 Q4	$19.3M	Hold	55,000	–	–	1.48%	13
2020 Q3	$17.1M	Hold	55,000	–	–	1.73%	11
2020 Q2	$16.2M	Sell	55,000 -3,000	-5%	-$860K	1.75%	12
2020 Q1	$14.5M	Sell	58,000 -5,000	-8%	-$1.38M	1.89%	11
2019 Q4	$18.5M	Hold	63,000	–	–	1.77%	11
2019 Q3	$13.7M	Buy	63,000 +8,000	+15%	+$1.93M	1.53%	14
2019 Q2	$13.4M	Hold	55,000	–	–	1.35%	13
2019 Q1	$13.6M	Hold	55,000	–	–	1.6%	13
2018 Q4	$13.7M	Hold	55,000	–	–	1.79%	9
2018 Q3	$14.6M	Hold	55,000	–	–	1.59%	10
2018 Q2	$13.5M	Hold	55,000	–	–	1.59%	10
2018 Q1	$11.8M	Hold	55,000	–	–	1.4%	11
2017 Q4	$12.1M	Hold	55,000	–	–	1.34%	12
2017 Q3	$10.8M	Hold	55,000	–	–	1.36%	10
2017 Q2	$10.2M	Hold	55,000	–	–	1.34%	10
2017 Q1	$9.02M	Hold	55,000	–	–	1.24%	11
2016 Q4	$8.8M	Hold	55,000	–	–	1.25%	11
2016 Q3	$7.7M	Hold	55,000	–	–	1.32%	10
2016 Q2	$7.77M	Hold	55,000	–	–	1.54%	7
2016 Q1	$7.09M	Hold	55,000	–	–	1.36%	9
2015 Q4	$6.47M	Hold	55,000	–	–	1.22%	12
2015 Q3	$6.38M	Hold	55,000	–	–	1.33%	12
2015 Q2	$6.71M	Hold	55,000	–	–	1.27%	14
2015 Q1	$6.51M	Hold	55,000	–	–	1.32%	10
2014 Q4	$5.56M	Hold	55,000	–	–	1.15%	16
2014 Q3	$4.74M	Hold	55,000	–	–	1.09%	14
2014 Q2	$4.5M	Hold	55,000	–	–	1.08%	16
2014 Q1	$4.51M	Hold	55,000	–	–	1.1%	14
2013 Q4	$4.14M	Hold	55,000	–	–	0.98%	16
2013 Q3	$3.94M	Hold	55,000	–	–	1.05%	15
2013 Q2	$3.6M	Buy	+55,000	New	+$3.42M	1.02%	14

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

RBF Capital's UNH Position: Q1 2026 in Review

RBF Capital held its UnitedHealth (UNH) position steady in Q1 2026 at 55,000 shares worth $14.9M. The position accounts for 0.73% of the portfolio, ranked #30.

RBF Capital first reported a position in UNH in Q2 2013 and has held it in 51 quarters since. The position peaked at $32.2M in Q3 2024. 3,024 funds tracked by Wall St. Rank hold UNH as of Q1 2026.

RBF Capital held 55,000 shares of UnitedHealth worth $14.9M as of Q1 2026.
RBF Capital left its UnitedHealth share count unchanged in Q1 2026.
UnitedHealth made up 0.73% of RBF Capital's portfolio in Q1 2026, its #30 holding.
RBF Capital first reported a position in UnitedHealth in Q2 2013 and has held it in 51 quarters since.
RBF Capital's UnitedHealth position peaked at $32.2M in Q3 2024.
3,024 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.

Based on RBF Capital's 13F filing for Q1 2026, filed 15 May 2026.