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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
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 $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

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

RFP Financial Group reduced its UnitedHealth (UNH) stake by 15% in Q1 2026, selling an estimated $60.2K and leaving 1,109 shares worth $300K. The position accounts for 0.16% of the portfolio, ranked #47.

RFP Financial Group first reported a position in UNH in Q4 2022 and has held it in 14 quarters since. The position peaked at $2.22M in Q4 2022. 3,019 funds tracked by Wall St. Rank hold UNH as of Q1 2026.

  • RFP Financial Group held 1,109 shares of UnitedHealth worth $300K as of Q1 2026.
  • RFP Financial Group sold 202 UnitedHealth shares in Q1 2026, an estimated $60.2K.
  • UnitedHealth made up 0.16% of RFP Financial Group's portfolio in Q1 2026, its #47 holding.
  • RFP Financial Group first reported a position in UnitedHealth in Q4 2022 and has held it in 14 quarters since.
  • RFP Financial Group's UnitedHealth position peaked at $2.22M in Q4 2022.
  • 3,019 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.

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