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Ascent Capital Management’s UnitedHealth UNH Stock Holding History

Ascent Capital 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 		$347K Buy
1,005
+255
+34% +$77.1K 0.28% 40
2025
Q2 		$234K Sell
750
-228
-23% -$87.1K 0.21% 49
2025
Q1 		$512K Buy
978
+4
+0.4% +$2.04K 0.52% 28
2024
Q4 		$493K Buy
+974
New +$553K 0.5% 29

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Ascent Capital Management's UNH Position: Q3 2025 in Review

Ascent Capital Management increased its UnitedHealth (UNH) stake by 34% in Q3 2025, buying an estimated $77.1K and bringing the position to 1,005 shares worth $347K. The position accounts for 0.28% of the portfolio, ranked #40.

Ascent Capital Management first reported a position in UNH in Q4 2024 and has held it in 4 quarters since. The position peaked at $512K in Q1 2025. 3,159 funds tracked by Wall St. Rank hold UNH as of Q3 2025.

  • Ascent Capital Management held 1,005 shares of UnitedHealth worth $347K as of Q3 2025.
  • Ascent Capital Management bought 255 UnitedHealth shares in Q3 2025, an estimated $77.1K.
  • UnitedHealth made up 0.28% of Ascent Capital Management's portfolio in Q3 2025, its #40 holding.
  • Ascent Capital Management first reported a position in UnitedHealth in Q4 2024 and has held it in 4 quarters since.
  • Ascent Capital Management's UnitedHealth position peaked at $512K in Q1 2025.
  • 3,159 funds tracked by Wall St. Rank held UnitedHealth as of Q3 2025.

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