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Atticus Wealth Management’s UnitedHealth UNH Stock Holding History

Atticus Wealth 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 		– Sell
-731
Closed -$228K – 612
2025
Q2 		$228K Buy
731
+369
+102% +$141K 0.06% 155
2025
Q1 		$190K Sell
362
-389
-52% -$199K 0.06% 120
2024
Q4 		$380K Sell
751
-43
-5% -$24.4K 0.12% 80
2024
Q3 		$464K Buy
794
+31
+4% +$17.5K 0.15% 73
2024
Q2 		$388K Buy
763
+160
+27% +$78.4K 0.13% 76
2024
Q1 		$299K Buy
603
+252
+72% +$128K 0.1% 97
2023
Q4 		$185K Sell
351
-32
-8% -$17.1K 0.07% 123
2023
Q3 		$193K Hold
383
– – 0.07% 129
2023
Q2 		$184K Sell
383
-12
-3% -$5.87K 0.07% 139
2023
Q1 		$187K Sell
395
-205
-34% -$98.9K 0.07% 135
2022
Q4 		$318K Sell
600
-12
-2% -$6.36K 0.13% 98
2022
Q3 		$314K Hold
612
– – 0.15% 91
2022
Q2 		$314K Buy
612
+214
+54% +$107K 0.13% 105
2022
Q1 		$203K Sell
398
-22
-5% -$10.6K 0.07% 142
2021
Q4 		$211K Buy
420
+378
+900% +$171K 0.08% 118
2021
Q3 		$16K Buy
42
+17
+68% +$7.04K 0.01% 327
2021
Q2 		$10K Hold
25
– – ﹤0.01% 318
2021
Q1 		$9K Hold
25
– – ﹤0.01% 301
2020
Q4 		$9K Buy
+25
New +$8.38K ﹤0.01% 295
2020
Q1 		– Sell
-300
Closed -$88K – 428
2019
Q4 		$88K Buy
+300
New +$78.5K 0.06% 141

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

Atticus Wealth Management's UNH Position: Q3 2025 in Review

Atticus Wealth Management sold out of UnitedHealth (UNH) in Q3 2025, closing a stake of 731 shares — an estimated $228K sold.

Atticus Wealth Management first reported a position in UNH in Q4 2019 and held it in 20 quarters. The position peaked at $464K in Q3 2024. 3,159 funds tracked by Wall St. Rank hold UNH as of Q3 2025.

  • Atticus Wealth Management reported no remaining UnitedHealth position as of Q3 2025 after selling out during the quarter.
  • Atticus Wealth Management sold 731 UnitedHealth shares in Q3 2025, an estimated $228K.
  • Atticus Wealth Management first reported a position in UnitedHealth in Q4 2019 and held it in 20 quarters.
  • Atticus Wealth Management's UnitedHealth position peaked at $464K in Q3 2024.
  • 3,159 funds tracked by Wall St. Rank held UnitedHealth as of Q3 2025.

Based on Atticus Wealth Management's 13F filing for Q3 2025, filed 7 Nov 2025.