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Aspire Private Capital’s UnitedHealth UNH Stock Holding History

Aspire Private Capital’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
-2,103
Closed -$656K – 189
2025
Q2 		$656K Buy
2,103
+42
+2% +$16.1K 0.15% 119
2025
Q1 		$1.08M Buy
2,061
+119
+6% +$60.8K 0.27% 79
2024
Q4 		$982K Buy
1,942
+61
+3% +$34.7K 0.24% 81
2024
Q3 		$1.1M Buy
1,881
+30
+2% +$17K 0.26% 69
2024
Q2 		$943K Buy
1,851
+38
+2% +$18.6K 0.24% 68
2024
Q1 		$897K Buy
1,813
+187
+12% +$95.1K 0.24% 72
2023
Q4 		$856K Buy
1,626
+82
+5% +$43.7K 0.25% 59
2023
Q3 		$779K Buy
1,544
+33
+2% +$16.2K 0.25% 54
2023
Q2 		$726K Buy
1,511
+35
+2% +$17.1K 0.23% 64
2023
Q1 		$698K Buy
1,476
+8
+0.5% +$3.86K 0.23% 66
2022
Q4 		$778K Buy
1,468
+132
+10% +$69.9K 0.28% 47
2022
Q3 		$674K Sell
1,336
-110
-8% -$57.8K 0.26% 50
2022
Q2 		$743K Buy
1,446
+2
+0.1% +$1K 0.27% 48
2022
Q1 		$736K Buy
1,444
+1,282
+791% +$618K 0.23% 51
2021
Q4 		$81K Buy
162
+26
+19% +$11.8K 0.03% 183
2021
Q3 		$53K Hold
136
– – 0.02% 210
2021
Q2 		$54K Sell
136
-72
-35% -$28.7K 0.02% 211
2021
Q1 		$77K Sell
208
-376
-64% -$130K 0.03% 198
2020
Q4 		$205K Buy
584
+11
+2% +$3.69K 0.08% 113
2020
Q3 		$179K Buy
573
+72
+14% +$22.1K 0.07% 117
2020
Q2 		$148K Buy
501
+108
+27% +$30.9K 0.07% 107
2020
Q1 		$98K Sell
393
-130
-25% -$35.8K 0.05% 118
2019
Q4 		$154K Buy
523
+15
+3% +$3.92K 0.07% 125
2019
Q3 		$110K Buy
508
+31
+6% +$7.48K 0.05% 150
2019
Q2 		$116K Buy
477
+69
+17% +$16.6K 0.06% 138
2019
Q1 		$101K Sell
408
-84
-17% -$21.4K 0.05% 170
2018
Q4 		$123K Buy
+492
New +$130K 0.07% 144

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

Aspire Private Capital's UNH Position: Q3 2025 in Review

Aspire Private Capital sold out of UnitedHealth (UNH) in Q3 2025, closing a stake of 2,103 shares — an estimated $656K sold.

Aspire Private Capital first reported a position in UNH in Q4 2018 and held it in 27 quarters. The position peaked at $1.1M in Q3 2024. 3,159 funds tracked by Wall St. Rank hold UNH as of Q3 2025.

  • Aspire Private Capital reported no remaining UnitedHealth position as of Q3 2025 after selling out during the quarter.
  • Aspire Private Capital sold 2,103 UnitedHealth shares in Q3 2025, an estimated $656K.
  • Aspire Private Capital first reported a position in UnitedHealth in Q4 2018 and held it in 27 quarters.
  • Aspire Private Capital's UnitedHealth position peaked at $1.1M in Q3 2024.
  • 3,159 funds tracked by Wall St. Rank held UnitedHealth as of Q3 2025.

Based on Aspire Private Capital's 13F filing for Q3 2025, filed 29 Oct 2025.