AllSquare Wealth Management’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $587K | Buy |
1,699
+42
| +3% | +$12.7K | 0.31% | 54 |
|
|
2025
Q2 | $517K | Buy |
1,657
+650
| +65% | +$248K | 0.29% | 54 |
|
|
2025
Q1 | $527K | Sell |
1,007
-510
| -34% | -$261K | 0.31% | 52 |
|
|
2024
Q4 | $767K | Buy |
1,517
+15
| +1% | +$8.52K | 0.44% | 39 |
|
|
2024
Q3 | $878K | Hold |
1,502
| – | – | 0.5% | 35 |
|
|
2024
Q2 | $765K | Hold |
1,502
| – | – | 0.46% | 38 |
|
|
2024
Q1 | $743K | Buy |
1,502
+150
| +11% | +$76.3K | 0.44% | 39 |
|
|
2023
Q4 | $712K | Hold |
1,352
| – | – | 0.44% | 34 |
|
|
2023
Q3 | $682K | Sell |
1,352
-15
| -1% | -$7.38K | 0.44% | 34 |
|
|
2023
Q2 | $656K | Buy |
1,367
+56
| +4% | +$27.4K | 0.43% | 33 |
|
|
2023
Q1 | $620K | Buy |
1,311
+93
| +8% | +$44.9K | 0.4% | 36 |
|
|
2022
Q4 | $646K | Hold |
1,218
| – | – | 0.44% | 31 |
|
|
2022
Q3 | $615K | Hold |
1,218
| – | – | 0.44% | 31 |
|
|
2022
Q2 | $626K | Buy |
1,218
+40
| +3% | +$20.1K | 0.43% | 33 |
|
|
2022
Q1 | $601K | Buy |
1,178
+70
| +6% | +$33.8K | 0.36% | 38 |
|
|
2021
Q4 | $556K | Hold |
1,108
| – | – | 0.32% | 41 |
|
|
2021
Q3 | $433K | Hold |
1,108
| – | – | 0.26% | 49 |
|
|
2021
Q2 | $444K | Hold |
1,108
| – | – | 0.26% | 51 |
|
|
2021
Q1 | $412K | Sell |
1,108
-145
| -12% | -$50.2K | 0.25% | 53 |
|
|
2020
Q4 | $439K | Sell |
1,253
-100
| -7% | -$33.5K | 0.29% | 42 |
|
|
2020
Q3 | $422K | Hold |
1,353
| – | – | 0.31% | 47 |
|
|
2020
Q2 | $399K | Hold |
1,353
| – | – | 0.3% | 48 |
|
|
2020
Q1 | $337K | Sell |
1,353
-150
| -10% | -$41.3K | 0.29% | 46 |
|
|
2019
Q4 | $442K | Sell |
1,503
-55
| -4% | -$14.4K | 0.31% | 48 |
|
|
2019
Q3 | $339K | Buy |
1,558
+121
| +8% | +$29.2K | 0.25% | 50 |
|
|
2019
Q2 | $351K | Buy |
1,437
+300
| +26% | +$72.2K | 0.26% | 51 |
|
|
2019
Q1 | $281K | Buy |
1,137
+113
| +11% | +$28.8K | 0.21% | 61 |
|
|
2018
Q4 | $255K | Buy |
1,024
+250
| +32% | +$66K | 0.21% | 61 |
|
|
2018
Q3 | $206K | Hold |
774
| – | – | 0.15% | 79 |
|
|
2018
Q2 | $190K | Buy |
774
+322
| +71% | +$77.3K | 0.14% | 80 |
|
|
2018
Q1 | $97K | Buy |
452
+50
| +12% | +$11.4K | 0.08% | 108 |
|
|
2017
Q4 | $89K | Sell |
402
-7
| -2% | -$1.48K | 0.07% | 112 |
|
|
2017
Q3 | $80K | Buy |
+409
| New | +$79K | 0.07% | 115 |
|
|
2017
Q2 | – | Sell |
-428
| Closed | -$70K | – | 352 |
|
|
2017
Q1 | $70K | Buy |
428
+172
| +67% | +$28.2K | 0.06% | 114 |
|
|
2016
Q4 | $41K | Hold |
256
| – | – | 0.04% | 150 |
|
|
2016
Q3 | $36K | Hold |
256
| – | – | 0.03% | 139 |
|
|
2016
Q2 | $36K | Hold |
256
| – | – | 0.04% | 133 |
|
|
2016
Q1 | $33K | Sell |
256
-100
| -28% | -$11.8K | 0.03% | 138 |
|
|
2015
Q4 | $42K | Hold |
356
| – | – | 0.04% | 127 |
|
|
2015
Q3 | $41K | Hold |
356
| – | – | 0.04% | 127 |
|
|
2015
Q2 | $43K | Hold |
356
| – | – | 0.04% | 132 |
|
|
2015
Q1 | $42K | Hold |
356
| – | – | 0.04% | 134 |
|
|
2014
Q4 | $36K | Buy |
+356
| New | +$33.7K | 0.04% | 140 |
|
Other funds holding UNH
AllSquare Wealth Management's UNH Position: Q3 2025 in Review
AllSquare Wealth Management increased its UnitedHealth (UNH) stake by 2.5% in Q3 2025, buying an estimated $12.7K and bringing the position to 1,699 shares worth $587K. The position accounts for 0.31% of the portfolio, ranked #54.
AllSquare Wealth Management first reported a position in UNH in Q4 2014 and has held it in 43 quarters since. The position peaked at $878K in Q3 2024. 3,159 funds tracked by Wall St. Rank hold UNH as of Q3 2025.
- AllSquare Wealth Management held 1,699 shares of UnitedHealth worth $587K as of Q3 2025.
- AllSquare Wealth Management bought 42 UnitedHealth shares in Q3 2025, an estimated $12.7K.
- UnitedHealth made up 0.31% of AllSquare Wealth Management's portfolio in Q3 2025, its #54 holding.
- AllSquare Wealth Management first reported a position in UnitedHealth in Q4 2014 and has held it in 43 quarters since.
- AllSquare Wealth Management's UnitedHealth position peaked at $878K in Q3 2024.
- 3,159 funds tracked by Wall St. Rank held UnitedHealth as of Q3 2025.
Based on AllSquare Wealth Management's 13F filing for Q3 2025, filed 12 Jan 2026.