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RAFFA WEALTH MANAGEMENT, LLC’s UnitedHealth UNH Stock Holding History

RAFFA WEALTH MANAGEMENT, LLC’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 		$115K Sell
277
-14
-5% -$5.19K 0.01% 121
2026
Q1 		$78.7K Buy
291
+10
+4% +$2.98K 0.01% 133
2025
Q4 		$92.8K Buy
281
+10
+4% +$3.39K 0.01% 119
2025
Q3 		$93.6K Buy
271
+17
+7% +$5.14K 0.02% 115
2025
Q2 		$79.2K Sell
254
-211
-45% -$80.6K 0.02% 143
2025
Q1 		$244K Sell
465
-2
-0.4% -$1.02K 0.06% 70
2024
Q4 		$236K Buy
467
+16
+4% +$9.09K 0.06% 73
2024
Q3 		$264K Sell
451
-32
-7% -$18.1K 0.06% 68
2024
Q2 		$246K Buy
483
+32
+7% +$15.7K 0.07% 76
2024
Q1 		$223K Buy
+451
New +$229K 0.07% 79
2023
Q3 		$319K Buy
+633
New +$312K 0.11% 51
2022
Q4 		$229K Sell
432
-12
-3% -$6.36K 0.09% 53
2022
Q3 		$224K Buy
+444
New +$233K 0.1% 54
2021
Q4 		$221K Hold
440
– – 0.07% 58
2021
Q3 		$172K Hold
440
– – 0.06% 52
2021
Q2 		$176K Buy
+440
New +$175K 0.06% 51
2020
Q4 		$198K Buy
+565
New +$189K 0.07% 63
2020
Q2 		$167K Hold
565
– – 0.06% 63
2020
Q1 		$141K Buy
+565
New +$155K 0.05% 67
2019
Q3 		$200K Buy
+919
New +$222K 0.07% 73
2018
Q1 		$53.1K Buy
248
+68
+38% +$15.5K 0.02% 119
2017
Q4 		$39.7K Buy
+180
New +$38.1K 0.02% 137
2017
Q1 		$29.5K Buy
+180
New +$29.5K 0.01% 128
2016
Q3 		$28K Buy
+200
New +$28K 0.02% 121
2016
Q1 		$25.8K Buy
200
+180
+900% +$21.3K 0.01% 125
2015
Q4 		$2.35K Buy
+20
New +$2.34K ﹤0.01% 257
2015
Q2 		$2.44K Hold
20
– – ﹤0.01% 255
2015
Q1 		$2.37K Sell
20
-30
-60% -$3.33K ﹤0.01% 249
2014
Q4 		$5.05K Sell
50
-30
-38% -$2.84K ﹤0.01% 200
2014
Q3 		$6.9K Buy
80
+20
+33% +$1.69K 0.01% 175
2014
Q2 		$4.91K Hold
60
– – ﹤0.01% 184
2014
Q1 		$4.92K Buy
60
+10
+20% +$753 ﹤0.01% 181
2013
Q4 		$5.05K Buy
+50
New +$3.59K ﹤0.01% 200

Other funds holding UNH

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
PAM
PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return

RAFFA WEALTH MANAGEMENT, LLC's UNH Position: Q2 2026 in Review

RAFFA WEALTH MANAGEMENT, LLC reduced its UnitedHealth (UNH) stake by 4.8% in Q2 2026, selling an estimated $5.19K and leaving 277 shares worth $115K. The position accounts for 0.01% of the portfolio, ranked #121.

RAFFA WEALTH MANAGEMENT, LLC first reported a position in UNH in Q4 2013 and has held it in 33 quarters since. The position peaked at $319K in Q3 2023. 1,154 funds tracked by Wall St. Rank hold UNH as of Q2 2026.

  • RAFFA WEALTH MANAGEMENT, LLC held 277 shares of UnitedHealth worth $115K as of Q2 2026.
  • RAFFA WEALTH MANAGEMENT, LLC sold 14 UnitedHealth shares in Q2 2026, an estimated $5.19K.
  • UnitedHealth made up 0.01% of RAFFA WEALTH MANAGEMENT, LLC's portfolio in Q2 2026, its #121 holding.
  • RAFFA WEALTH MANAGEMENT, LLC first reported a position in UnitedHealth in Q4 2013 and has held it in 33 quarters since.
  • RAFFA WEALTH MANAGEMENT, LLC's UnitedHealth position peaked at $319K in Q3 2023.
  • 1,154 funds tracked by Wall St. Rank held UnitedHealth as of Q2 2026.

Based on RAFFA WEALTH MANAGEMENT, LLC's 13F filing for Q2 2026, filed 27 Jul 2026.