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
2025 Q2	–	Sell	-20,000	Closed	-$10.4M	–	629
2025 Q1	$10.4M	Buy	+20,000	New	+$10.2M	0.62%	32

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 $3.37T AUM 44.26% 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

RBF Capital's UNH Position: Q2 2026 in Review

RBF Capital held its UnitedHealth (UNH) position steady in Q2 2026 at 55,000 shares worth $22.9M. The position accounts for 0.95% of the portfolio, ranked #19.

RBF Capital first reported a position in UNH in Q2 2013 and has held it in 52 quarters since. The position peaked at $32.2M in Q3 2024. 3,387 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

RBF Capital held 55,000 shares of UnitedHealth worth $22.9M as of Q2 2026.
RBF Capital left its UnitedHealth share count unchanged in Q2 2026.
UnitedHealth made up 0.95% of RBF Capital's portfolio in Q2 2026, its #19 holding.
RBF Capital first reported a position in UnitedHealth in Q2 2013 and has held it in 52 quarters since.
RBF Capital's UnitedHealth position peaked at $32.2M in Q3 2024.
3,387 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on RBF Capital's 13F filing for Q2 2026, filed 14 Aug 2026.