Aft Forsyth & Sober’s UnitedHealth UNH Stock Holding History

Aft Forsyth & Sober’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 Q3	–	Sell	-4,575	Closed	-$1.43M	–	62
2025 Q2	$1.43M	Hold	4,575	–	–	0.48%	48
2025 Q1	$2.4M	Hold	4,575	–	–	0.84%	39
2024 Q4	$2.31M	Hold	4,575	–	–	0.75%	39
2024 Q3	$2.67M	Hold	4,575	–	–	0.88%	32
2024 Q2	$2.33M	Hold	4,575	–	–	0.8%	37
2024 Q1	$2.26M	Hold	4,575	–	–	0.8%	37
2023 Q4	$2.41M	Hold	4,575	–	–	0.93%	26
2023 Q3	$2.31M	Hold	4,575	–	–	0.97%	22
2023 Q2	$2.2M	Hold	4,575	–	–	0.91%	22
2023 Q1	$2.16M	Hold	4,575	–	–	1.09%	18
2022 Q4	$2.43M	Hold	4,575	–	–	1.09%	15
2022 Q3	$2.31M	Hold	4,575	–	–	1.12%	15
2022 Q2	$2.35M	Hold	4,575	–	–	1.09%	14
2022 Q1	$2.33M	Hold	4,575	–	–	0.92%	21
2021 Q4	$2.3M	Hold	4,575	–	–	0.81%	26
2021 Q3	$1.79M	Buy	4,575 +1,275	+39%	+$528K	0.67%	32
2021 Q2	$1.32M	Hold	3,300	–	–	0.5%	43
2021 Q1	$1.23M	Buy	3,300 +1,900	+136%	+$658K	0.5%	43
2020 Q4	$491K	Buy	+1,400	New	+$469K	0.38%	54
2020 Q3	–	Sell	-150	Closed	-$44K	–	55
2020 Q2	$44K	Buy	+150	New	+$43K	0.31%	40

Other funds holding UNH

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Aft Forsyth & Sober's UNH Position: Q3 2025 in Review

Aft Forsyth & Sober sold out of UnitedHealth (UNH) in Q3 2025, closing a stake of 4,575 shares — an estimated $1.43M sold.

Aft Forsyth & Sober first reported a position in UNH in Q2 2020 and held it in 20 quarters. The position peaked at $2.67M in Q3 2024. 3,159 funds tracked by Wall St. Rank hold UNH as of Q3 2025.

Aft Forsyth & Sober reported no remaining UnitedHealth position as of Q3 2025 after selling out during the quarter.
Aft Forsyth & Sober sold 4,575 UnitedHealth shares in Q3 2025, an estimated $1.43M.
Aft Forsyth & Sober first reported a position in UnitedHealth in Q2 2020 and held it in 20 quarters.
Aft Forsyth & Sober's UnitedHealth position peaked at $2.67M in Q3 2024.
3,159 funds tracked by Wall St. Rank held UnitedHealth as of Q3 2025.

Based on Aft Forsyth & Sober's 13F filing for Q3 2025, filed 5 Nov 2025.