Aristotle Atlantic Partners’s UnitedHealth UNH Stock Holding History

Aristotle Atlantic Partners’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	-42,992	Closed	-$14.8M	–	93
2025 Q3	$14.8M	Sell	42,992 -194	-0.4%	-$58.7K	0.43%	48
2025 Q2	$13.5M	Buy	43,186 +17,023	+65%	+$6.51M	0.41%	53
2025 Q1	$13.7M	Sell	26,163 -32,512	-55%	-$16.6M	0.46%	53
2024 Q4	$29.7M	Sell	58,675 -2,801	-5%	-$1.59M	0.93%	26
2024 Q3	$35.9M	Buy	61,476 +10,452	+20%	+$5.91M	1.12%	25
2024 Q2	$26M	Sell	51,024 -308	-0.6%	-$151K	0.84%	29
2024 Q1	$25.4M	Sell	51,332 -689	-1%	-$350K	0.83%	38
2023 Q4	$27.4M	Sell	52,021 -19,835	-28%	-$10.6M	0.96%	31
2023 Q3	$36.2M	Sell	71,856 -549	-0.8%	-$270K	1.45%	19
2023 Q2	$34.8M	Buy	72,405 +26,741	+59%	+$13.1M	1.31%	21
2023 Q1	$21.6M	Buy	45,664 +23,791	+109%	+$11.5M	1.11%	24
2022 Q4	$11.6M	Sell	21,873 -2	-0%	-$1.06K	0.65%	50
2022 Q3	$11M	Buy	+21,875	New	+$11.5M	0.67%	49

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

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

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

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

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

Aristotle Atlantic Partners's UNH Position: Q4 2025 in Review

Aristotle Atlantic Partners sold out of UnitedHealth (UNH) in Q4 2025, closing a stake of 42,992 shares — an estimated $14.8M sold.

Aristotle Atlantic Partners first reported a position in UNH in Q3 2022 and held it in 13 quarters. The position peaked at $36.2M in Q3 2023. 3,295 funds tracked by Wall St. Rank hold UNH as of Q4 2025.

Aristotle Atlantic Partners reported no remaining UnitedHealth position as of Q4 2025 after selling out during the quarter.
Aristotle Atlantic Partners sold 42,992 UnitedHealth shares in Q4 2025, an estimated $14.8M.
Aristotle Atlantic Partners first reported a position in UnitedHealth in Q3 2022 and held it in 13 quarters.
Aristotle Atlantic Partners's UnitedHealth position peaked at $36.2M in Q3 2023.
3,295 funds tracked by Wall St. Rank held UnitedHealth as of Q4 2025.

Based on Aristotle Atlantic Partners's 13F filing for Q4 2025, filed 17 Feb 2026.