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RFP Financial Group’s UnitedHealth UNH Stock Holding History

RFP 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
Q2 		$572K Buy
1,377
+268
+24% +$99.3K 0.26% 35
2026
Q1 		$300K Sell
1,109
-202
-15% -$60.2K 0.16% 47
2025
Q4 		$433K Sell
1,311
-274
-17% -$92.9K 0.21% 45
2025
Q3 		$595K Buy
1,585
+56
+4% +$16.9K 0.24% 52
2025
Q2 		$477K Buy
1,529
+4
+0.3% +$1.53K 0.2% 63
2025
Q1 		$799K Sell
1,525
-22
-1% -$11.2K 0.32% 49
2024
Q4 		$783K Sell
1,547
-25
-2% -$14.2K 0.3% 51
2024
Q3 		$919K Buy
1,572
+6
+0.4% +$3.39K 0.3% 48
2024
Q2 		$798K Buy
1,566
+21
+1% +$10.3K 0.3% 52
2024
Q1 		$764K Sell
1,545
-357
-19% -$181K 0.3% 50
2023
Q4 		$1M Sell
1,902
-102
-5% -$54.4K 0.41% 40
2023
Q3 		$1.01M Sell
2,004
-51
-2% -$25.1K 0.45% 39
2023
Q2 		$987K Buy
2,055
+1,682
+451% +$822K 0.4% 42
2023
Q1 		$177K Sell
373
-3,823
-91% -$1.84M 0.2% 43
2022
Q4 		$2.22M Buy
+4,196
New +$2.22M 1% 19

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

RFP Financial Group's UNH Position: Q2 2026 in Review

RFP Financial Group increased its UnitedHealth (UNH) stake by 24% in Q2 2026, buying an estimated $99.3K and bringing the position to 1,377 shares worth $572K. The position accounts for 0.26% of the portfolio, ranked #35.

RFP Financial Group first reported a position in UNH in Q4 2022 and has held it in 15 quarters since. The position peaked at $2.22M in Q4 2022. 3,394 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • RFP Financial Group held 1,377 shares of UnitedHealth worth $572K as of Q2 2026.
  • RFP Financial Group bought 268 UnitedHealth shares in Q2 2026, an estimated $99.3K.
  • UnitedHealth made up 0.26% of RFP Financial Group's portfolio in Q2 2026, its #35 holding.
  • RFP Financial Group first reported a position in UnitedHealth in Q4 2022 and has held it in 15 quarters since.
  • RFP Financial Group's UnitedHealth position peaked at $2.22M in Q4 2022.
  • 3,394 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on RFP Financial Group's 13F filing for Q2 2026, filed 14 Aug 2026.