REAP Financial Group’s UnitedHealth UNH Stock Holding History

REAP Financial Group’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	$137K	Buy	505 +50	+11%	+$14.9K	0.03%	170
2025 Q4	$150K	Buy	455 +36	+9%	+$12.2K	0.03%	156
2025 Q3	$145K	Buy	419 +221	+112%	+$66.8K	0.03%	146
2025 Q2	$61.8K	Sell	198 -13	-6%	-$4.97K	0.01%	241
2025 Q1	$110K	Buy	211 +105	+99%	+$53.7K	0.03%	145
2024 Q4	$53.8K	Sell	106 -1	-0.9%	-$568	0.01%	199
2024 Q3	$62.7K	Buy	107 +53	+98%	+$30K	0.02%	185
2024 Q2	$27.6K	Sell	54 -5	-8%	-$2.45K	0.01%	224
2024 Q1	$29.2K	Buy	59 +9	+18%	+$4.58K	0.01%	237
2023 Q4	$26.3K	Buy	+50	New	+$26.7K	0.01%	310

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

REAP Financial Group's UNH Position: Q1 2026 in Review

REAP Financial Group increased its UnitedHealth (UNH) stake by 11% in Q1 2026, buying an estimated $14.9K and bringing the position to 505 shares worth $137K. The position accounts for 0.03% of the portfolio, ranked #170.

REAP Financial Group first reported a position in UNH in Q4 2023 and has held it in 10 quarters since. The position peaked at $150K in Q4 2025. 3,024 funds tracked by Wall St. Rank hold UNH as of Q1 2026.

REAP Financial Group held 505 shares of UnitedHealth worth $137K as of Q1 2026.
REAP Financial Group bought 50 UnitedHealth shares in Q1 2026, an estimated $14.9K.
UnitedHealth made up 0.03% of REAP Financial Group's portfolio in Q1 2026, its #170 holding.
REAP Financial Group first reported a position in UnitedHealth in Q4 2023 and has held it in 10 quarters since.
REAP Financial Group's UnitedHealth position peaked at $150K in Q4 2025.
3,024 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.

Based on REAP Financial Group's 13F filing for Q1 2026, filed 11 May 2026.