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Astoria Portfolio Advisors’s UnitedHealth UNH Stock Holding History

Astoria Portfolio Advisors’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
-2,030
Closed -$565K – 303
2025
Q2 		$565K Sell
2,030
-611
-23% -$234K 0.16% 119
2025
Q1 		$1.13M Sell
2,641
-970
-27% -$496K 0.39% 60
2024
Q4 		$1.96M Buy
3,611
+189
+6% +$107K 0.7% 28
2024
Q3 		$2.05M Buy
3,422
+71
+2% +$40.2K 0.7% 27
2024
Q2 		$1.71M Buy
3,351
+235
+8% +$115K 0.61% 26
2024
Q1 		$1.39M Buy
3,116
+230
+8% +$117K 0.54% 29
2023
Q4 		$1.47M Buy
2,886
+1,002
+53% +$534K 0.6% 27
2023
Q3 		$995K Buy
1,884
+61
+3% +$30K 0.48% 35
2023
Q2 		$816K Buy
1,823
+202
+12% +$98.8K 0.32% 55
2023
Q1 		$799K Buy
1,621
+638
+65% +$308K 0.34% 51
2022
Q4 		$478K Buy
983
+210
+27% +$111K 0.22% 82
2022
Q3 		$390K Buy
773
+141
+22% +$74.1K 0.27% 84
2022
Q2 		$324K Buy
632
+156
+33% +$78.3K 0.24% 104
2022
Q1 		$243K Buy
+476
New +$230K 0.19% 107

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

Astoria Portfolio Advisors's UNH Position: Q3 2025 in Review

Astoria Portfolio Advisors sold out of UnitedHealth (UNH) in Q3 2025, closing a stake of 2,030 shares — an estimated $565K sold.

Astoria Portfolio Advisors first reported a position in UNH in Q1 2022 and held it in 14 quarters. The position peaked at $2.05M in Q3 2024. 3,159 funds tracked by Wall St. Rank hold UNH as of Q3 2025.

  • Astoria Portfolio Advisors reported no remaining UnitedHealth position as of Q3 2025 after selling out during the quarter.
  • Astoria Portfolio Advisors sold 2,030 UnitedHealth shares in Q3 2025, an estimated $565K.
  • Astoria Portfolio Advisors first reported a position in UnitedHealth in Q1 2022 and held it in 14 quarters.
  • Astoria Portfolio Advisors's UnitedHealth position peaked at $2.05M in Q3 2024.
  • 3,159 funds tracked by Wall St. Rank held UnitedHealth as of Q3 2025.

Based on Astoria Portfolio Advisors's 13F filing for Q3 2025, filed 9 Oct 2025.