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	$33K	Sell	100 -100	-50%	-$33.9K	﹤0.01%	298
2025 Q3	$69.1K	Buy	200 +100	+100%	+$30.2K	0.01%	311
2025 Q2	$31.2K	Buy	+100	New	+$38.2K	﹤0.01%	307
2023 Q2	–	Sell	-100	Closed	-$47	–	215
2023 Q1	$47	Hold	100	–	–	﹤0.01%	165
2022 Q4	$53	Hold	100	–	–	﹤0.01%	157
2022 Q3	$51K	Hold	100	–	–	0.01%	131
2022 Q2	$51K	Hold	100	–	–	0.01%	134
2022 Q1	$51K	Buy	+100	New	+$48.2K	0.01%	148

Other funds holding UNH

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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. 3,296 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.
3,296 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.