Arlington Partners’s UnitedHealth UNH Stock Holding History

Arlington 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 Q3	–	Sell	-7,144	Closed	-$2.23M	–	65
2025 Q2	$2.23M	Buy	+7,144	New	+$2.73M	0.82%	58
2024 Q1	–	Sell	-294	Closed	-$155K	–	232
2023 Q4	$155K	Sell	294 -307	-51%	-$164K	0.04%	92
2023 Q3	$303K	Sell	601 -414	-41%	-$204K	0.12%	72
2023 Q2	$488K	Buy	1,015 +114	+13%	+$55.7K	0.08%	87
2023 Q1	$426K	Buy	901 +224	+33%	+$108K	0.06%	90
2022 Q4	$359K	Hold	677	–	–	0.06%	72
2022 Q3	$342K	Sell	677 -154	-19%	-$81K	0.14%	70
2022 Q2	$427K	Buy	831 +156	+23%	+$78.3K	0.14%	74
2022 Q1	$344K	Buy	675 +18	+3%	+$8.68K	0.1%	86
2021 Q4	$330K	Buy	657 +294	+81%	+$133K	0.09%	88
2021 Q3	$142K	Buy	363 +102	+39%	+$42.2K	0.04%	141
2021 Q2	$105K	Hold	261	–	–	0.04%	130
2021 Q1	$97K	Buy	261 +199	+321%	+$69K	0.04%	148
2020 Q4	$22K	Buy	+62	New	+$20.8K	0.01%	145
2020 Q3	–	Sell	-19	Closed	-$6K	–	164
2020 Q2	$6K	Sell	19 -17	-47%	-$4.87K	﹤0.01%	134
2020 Q1	$9K	Buy	+36	New	+$9.91K	﹤0.01%	164
2019 Q2	–	Sell	-1,090	Closed	-$270K	–	256
2019 Q1	$270K	Buy	+1,090	New	+$278K	0.19%	46

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

Arlington Partners's UNH Position: Q3 2025 in Review

Arlington Partners sold out of UnitedHealth (UNH) in Q3 2025, closing a stake of 7,144 shares — an estimated $2.23M sold.

Arlington Partners first reported a position in UNH in Q1 2019 and held it in 17 quarters. The position peaked at $2.23M in Q2 2025. 3,159 funds tracked by Wall St. Rank hold UNH as of Q3 2025.

Arlington Partners reported no remaining UnitedHealth position as of Q3 2025 after selling out during the quarter.
Arlington Partners sold 7,144 UnitedHealth shares in Q3 2025, an estimated $2.23M.
Arlington Partners first reported a position in UnitedHealth in Q1 2019 and held it in 17 quarters.
Arlington Partners's UnitedHealth position peaked at $2.23M in Q2 2025.
3,159 funds tracked by Wall St. Rank held UnitedHealth as of Q3 2025.

Based on Arlington Partners's 13F filing for Q3 2025, filed 28 Oct 2025.