AR Asset Management’s UnitedHealth UNH Stock Holding History

AR Asset Management’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	-3,090	Closed	-$964K	–	115
2025 Q2	$964K	Hold	3,090	–	–	0.21%	76
2025 Q1	$1.62M	Hold	3,090	–	–	0.37%	60
2024 Q4	$1.56M	Hold	3,090	–	–	0.35%	60
2024 Q3	$1.81M	Hold	3,090	–	–	0.4%	59
2024 Q2	$1.57M	Hold	3,090	–	–	0.38%	61
2024 Q1	$1.53M	Hold	3,090	–	–	0.37%	62
2023 Q4	$1.63M	Hold	3,090	–	–	0.43%	57
2023 Q3	$1.56M	Buy	3,090 +1,790	+138%	+$881K	0.44%	55
2023 Q2	$625K	Buy	+1,300	New	+$636K	0.17%	82

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

AR Asset Management's UNH Position: Q3 2025 in Review

AR Asset Management sold out of UnitedHealth (UNH) in Q3 2025, closing a stake of 3,090 shares — an estimated $964K sold.

AR Asset Management first reported a position in UNH in Q2 2023 and held it in 9 quarters. The position peaked at $1.81M in Q3 2024. 3,159 funds tracked by Wall St. Rank hold UNH as of Q3 2025.

AR Asset Management reported no remaining UnitedHealth position as of Q3 2025 after selling out during the quarter.
AR Asset Management sold 3,090 UnitedHealth shares in Q3 2025, an estimated $964K.
AR Asset Management first reported a position in UnitedHealth in Q2 2023 and held it in 9 quarters.
AR Asset Management's UnitedHealth position peaked at $1.81M in Q3 2024.
3,159 funds tracked by Wall St. Rank held UnitedHealth as of Q3 2025.

Based on AR Asset Management's 13F filing for Q3 2025, filed 12 Nov 2025.