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RF&L Wealth Management’s UnitedHealth UNH Stock Holding History

RF&L Wealth Management’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 		– Sell
-5,114
Closed -$1.69M – 60
2025
Q4 		$1.69M Sell
5,114
-111
-2% -$37.6K 0.95% 28
2025
Q3 		$1.8M Sell
5,225
-75
-1% -$22.7K 1.06% 28
2025
Q2 		$1.65M Buy
5,300
+3,000
+130% +$1.15M 1.07% 28
2025
Q1 		$1.2M Buy
+2,300
New +$1.18M 0.86% 30

Other funds holding UNH

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

RF&L Wealth Management's UNH Position: Q1 2026 in Review

RF&L Wealth Management sold out of UnitedHealth (UNH) in Q1 2026, closing a stake of 5,114 shares — an estimated $1.69M sold.

RF&L Wealth Management first reported a position in UNH in Q1 2025 and held it in 4 quarters. The position peaked at $1.8M in Q3 2025. 3,024 funds tracked by Wall St. Rank hold UNH as of Q1 2026.

  • RF&L Wealth Management reported no remaining UnitedHealth position as of Q1 2026 after selling out during the quarter.
  • RF&L Wealth Management sold 5,114 UnitedHealth shares in Q1 2026, an estimated $1.69M.
  • RF&L Wealth Management first reported a position in UnitedHealth in Q1 2025 and held it in 4 quarters.
  • RF&L Wealth Management's UnitedHealth position peaked at $1.8M in Q3 2025.
  • 3,024 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.

Based on RF&L Wealth Management's 13F filing for Q1 2026, filed 14 Apr 2026.