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Austin Private Wealth’s UnitedHealth UNH Stock Holding History

Austin Private Wealth’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
Q4 		$927K Buy
2,809
+50
+2% +$16.9K 0.07% 116
2025
Q3 		$953K Buy
2,759
+258
+10% +$78K 0.07% 116
2025
Q2 		$780K Sell
2,501
-254
-9% -$97.1K 0.06% 130
2025
Q1 		$1.44M Sell
2,755
-56
-2% -$28.6K 0.13% 80
2024
Q4 		$1.42M Buy
2,811
+396
+16% +$225K 0.13% 68
2024
Q3 		$1.41M Buy
2,415
+1,184
+96% +$670K 0.14% 59
2024
Q2 		$627K Sell
1,231
-15
-1% -$7.35K 0.07% 105
2024
Q1 		$573K Buy
1,246
+111
+10% +$56.4K 0.07% 107
2023
Q4 		$598K Buy
1,135
+51
+5% +$27.2K 0.08% 88
2023
Q3 		$547K Buy
1,084
+76
+8% +$37.4K 0.08% 85
2023
Q2 		$484K Buy
1,008
+21
+2% +$10.3K 0.07% 93
2023
Q1 		$466K Sell
987
-79
-7% -$38.1K 0.07% 92
2022
Q4 		$565K Sell
1,066
-7
-0.7% -$3.71K 0.1% 81
2022
Q3 		$542K Buy
1,073
+19
+2% +$9.99K 0.11% 66
2022
Q2 		$541K Buy
1,054
+82
+8% +$41.2K 0.12% 69
2022
Q1 		$496K Buy
972
+21
+2% +$10.1K 0.1% 69
2021
Q4 		$478K Sell
951
-4
-0.4% -$1.81K 0.1% 77
2021
Q3 		$373K Buy
955
+48
+5% +$19.9K 0.08% 87
2021
Q2 		$363K Sell
907
-95
-9% -$37.9K 0.08% 86
2021
Q1 		$373K Sell
1,002
-10
-1% -$3.46K 0.1% 75
2020
Q4 		$355K Buy
1,012
+208
+26% +$69.7K 0.1% 71
2020
Q3 		$251K Buy
804
+52
+7% +$16K 0.09% 79
2020
Q2 		$222K Buy
+752
New +$215K 0.1% 77
2020
Q1 		– Sell
-719
Closed -$211K – 85
2019
Q4 		$211K Buy
+719
New +$188K 0.11% 79

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

Austin Private Wealth's UNH Position: Q4 2025 in Review

Austin Private Wealth increased its UnitedHealth (UNH) stake by 1.8% in Q4 2025, buying an estimated $16.9K and bringing the position to 2,809 shares worth $927K. The position accounts for 0.07% of the portfolio, ranked #116.

Austin Private Wealth first reported a position in UNH in Q4 2019 and has held it in 24 quarters since. The position peaked at $1.44M in Q1 2025. 3,295 funds tracked by Wall St. Rank hold UNH as of Q4 2025.

  • Austin Private Wealth held 2,809 shares of UnitedHealth worth $927K as of Q4 2025.
  • Austin Private Wealth bought 50 UnitedHealth shares in Q4 2025, an estimated $16.9K.
  • UnitedHealth made up 0.07% of Austin Private Wealth's portfolio in Q4 2025, its #116 holding.
  • Austin Private Wealth first reported a position in UnitedHealth in Q4 2019 and has held it in 24 quarters since.
  • Austin Private Wealth's UnitedHealth position peaked at $1.44M in Q1 2025.
  • 3,295 funds tracked by Wall St. Rank held UnitedHealth as of Q4 2025.

Based on Austin Private Wealth's 13F filing for Q4 2025, filed 20 Jan 2026.