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AdvisorShares Investments’s UnitedHealth UNH Stock Holding History

AdvisorShares Investments’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
2025
Q4 		– Sell
-1,400
Closed -$483K – 354
2025
Q3 		$483K Buy
+1,400
New +$423K 0.08% 161
2024
Q1 		– Sell
-791
Closed -$416K – 322
2023
Q4 		$416K Buy
+791
New +$422K 0.1% 174
2023
Q1 		– Sell
-1,785
Closed -$946K – 347
2022
Q4 		$946K Buy
+1,785
New +$946K 0.27% 56
2022
Q3 		– Sell
-1,563
Closed -$803K – 345
2022
Q2 		$803K Buy
+1,563
New +$785K 0.22% 49
2020
Q3 		– Sell
-3,082
Closed -$909K – 150
2020
Q2 		$909K Buy
+3,082
New +$883K 0.39% 60

Other funds holding UNH

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

AdvisorShares Investments's UNH Position: Q4 2025 in Review

AdvisorShares Investments sold out of UnitedHealth (UNH) in Q4 2025, closing a stake of 1,400 shares — an estimated $483K sold.

AdvisorShares Investments first reported a position in UNH in Q2 2020 and held it in 5 quarters. The position peaked at $946K in Q4 2022. 3,303 funds tracked by Wall St. Rank hold UNH as of Q4 2025.

  • AdvisorShares Investments reported no remaining UnitedHealth position as of Q4 2025 after selling out during the quarter.
  • AdvisorShares Investments sold 1,400 UnitedHealth shares in Q4 2025, an estimated $483K.
  • AdvisorShares Investments first reported a position in UnitedHealth in Q2 2020 and held it in 5 quarters.
  • AdvisorShares Investments's UnitedHealth position peaked at $946K in Q4 2022.
  • 3,303 funds tracked by Wall St. Rank held UnitedHealth as of Q4 2025.

Based on AdvisorShares Investments's 13F filing for Q4 2025, filed 10 Feb 2026.