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Rafferty Asset Management, LLC: UNH position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Rafferty Asset Management, LLC on UNH, newest first. How the timeline and the estimate are built.

Rafferty Asset Management, LLC held 101,264 UNH shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 101,264 shares
    Change vs previous 13F +30,569 shares

    0.1% of the 13F portfolio, value $42,088,356.

    13F-HR 0001999371-26-017909 filed by Rafferty Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 70,695 shares
    Change vs previous 13F -26,830 shares

    0.08% of the 13F portfolio, value $19,129,360.

    13F-HR 0001999371-26-010796 filed by Rafferty Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 97,525 shares
    Change vs previous 13F -3,007 shares

    0.11% of the 13F portfolio, value $32,193,978.

    13F-HR 0001999371-26-003261 filed by Rafferty Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 100,532 shares
    Change vs previous 13F +4,643 shares

    0.11% of the 13F portfolio, value $34,713,700.

    13F-HR 0001999371-25-017439 filed by Rafferty Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 95,889 shares
    Change vs previous 13F +10,679 shares

    0.1% of the 13F portfolio, value $29,914,491.

    13F-HR 0001999371-25-011302 filed by Rafferty Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 85,210 shares
    Change vs previous 13F -19,162 shares

    0.19% of the 13F portfolio, value $44,628,738.

    13F-HR 0001999371-25-006071 filed by Rafferty Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 104,372 shares
    Change vs previous 13F +10,712 shares

    0.19% of the 13F portfolio, value $52,797,620.

    13F-HR 0001999371-25-001622 filed by Rafferty Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 93,660 shares
    Change vs previous 13F not available

    0.19% of the 13F portfolio, value $54,761,129.

    13F-HR 0001999371-24-014625 filed by Rafferty Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).