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AJ Advisors’s UnitedHealth UNH Stock Holding History

AJ Advisors’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
-631
Closed -$218K – 39
2025
Q3 		$218K Sell
631
-83
-12% -$25.1K 0.09% 34
2025
Q2 		$223K Buy
714
+6
+0.8% +$2.29K 0.1% 36
2025
Q1 		$371K Buy
708
+48
+7% +$24.5K 0.19% 27
2024
Q4 		$334K Buy
660
+27
+4% +$15.3K 0.17% 27
2024
Q3 		$370K Buy
633
+37
+6% +$20.9K 0.19% 28
2024
Q2 		$304K Buy
596
+83
+16% +$40.7K 0.17% 30
2024
Q1 		$254K Sell
513
-118
-19% -$60K 0.14% 41
2023
Q4 		$332K Buy
631
+225
+55% +$120K 0.2% 30
2023
Q3 		$205K Buy
+406
New +$200K 0.15% 35
2023
Q1 		– Sell
-496
Closed -$263K – 40
2022
Q4 		$263K Buy
+496
New +$263K 0.21% 31

Other funds holding UNH

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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
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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

AJ Advisors's UNH Position: Q4 2025 in Review

AJ Advisors sold out of UnitedHealth (UNH) in Q4 2025, closing a stake of 631 shares — an estimated $218K sold.

AJ Advisors first reported a position in UNH in Q4 2022 and held it in 10 quarters. The position peaked at $371K in Q1 2025. 3,295 funds tracked by Wall St. Rank hold UNH as of Q4 2025.

  • AJ Advisors reported no remaining UnitedHealth position as of Q4 2025 after selling out during the quarter.
  • AJ Advisors sold 631 UnitedHealth shares in Q4 2025, an estimated $218K.
  • AJ Advisors first reported a position in UnitedHealth in Q4 2022 and held it in 10 quarters.
  • AJ Advisors's UnitedHealth position peaked at $371K in Q1 2025.
  • 3,295 funds tracked by Wall St. Rank held UnitedHealth as of Q4 2025.

Based on AJ Advisors's 13F filing for Q4 2025, filed 21 Jan 2026.